TrademarkDir
SAGE FINANCIAL SYSTEMS PLAN YOUR WAY
LIVE

Serial Number

98256590

Owner

Sage Financial Systems, LLC

Attorney

Daniel C. Leonardi

First Use Date

Oct 1, 2022

Filing Date

Nov 6, 2023

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SAGE FINANCIAL SYSTEMS PLAN YOUR WAY Trademark

Serial Number: 98256590 • Registration: 7727303

SAGE FINANCIAL SYSTEMS PLAN YOUR WAY is a trademark filed by Sage Financial Systems, LLC on November 6, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Sage Financial Systems, LLC (2 trademarks)

810 Bellwood Road
Columbia, SC 29205

Entity Type: 16

Trademark Details

Filing Date

November 6, 2023

Registration Date

March 18, 2025

First Use Anywhere

October 1, 2022

First Use in Commerce

October 1, 2022

Published for Opposition

August 13, 2024

Goods & Services

personal financial and investment advisory services; personal financial portfolio management; all relating to the field of wealth management

Filing History

NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
Sep 16, 2025 NURC
CORRECTION UNDER SECTION 7 - PROCESSED
Aug 22, 2025 COC.
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 11, 2025 APRE
TEAS SECTION 7 REQUEST RECEIVED
Mar 24, 2025 ES7R
POST PUBLICATION AMENDMENT – NOT ENTERED
Mar 18, 2025 CHPN
POST PUBLICATION AMENDMENT – NOT ENTERED
Mar 18, 2025 CHPN
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Mar 18, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Mar 18, 2025 R.PR
ASSIGNED TO PETITION STAFF
Mar 17, 2025 APET
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Feb 20, 2025 ETOP
TEAS POST PUBLICATION AMENDMENT RECEIVED
Feb 10, 2025 EPPA
EXTENSION OF TIME TO OPPOSE RECEIVED
Sep 10, 2024 ETOF
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 13, 2024 NPUB
PUBLISHED FOR OPPOSITION
Aug 13, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 24, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 3, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Jul 3, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jul 3, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Jul 3, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jul 3, 2024 CNEA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 2, 2024 GNRN
NON-FINAL ACTION E-MAILED
Jul 2, 2024 GNRT
NON-FINAL ACTION WRITTEN
Jul 2, 2024 CNRT
ASSIGNED TO EXAMINER
Jun 14, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 2, 2023 NWOS
NEW APPLICATION ENTERED
Nov 9, 2023 NWAP

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