SUPERIOR PLANNING FAMILY OFFICE Trademark

Serial Number: 98077464

SUPERIOR PLANNING FAMILY OFFICE is a trademark filed by SUPERPLAN SYSTEMS, LLC on July 10, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 35 - Advertising & Business

Advertising; business management; business administration; office functions

Owner Contact Info

SUPERPLAN SYSTEMS, LLC (9 trademarks)

9820 WILLOW CREEK ROAD, SUITE 105
SAN DIEGO, CA 92131

Entity Type: 16

Legal Representation

Attorney of Record

Thomas F. Bergert

1,798 trademarks filed View all →

Correspondence Address

Thomas F. Bergert WILLIAMS MULLEN

323 2ND STREET SE, SUITE 900

CHARLOTTESVILLE, VA 22902

United States

Trademark Details

Filing Date

July 10, 2023

Registration Date

Not Registered

First Use Anywhere

June 19, 2023

First Use in Commerce

June 19, 2023

Goods & Services

Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment brokerage, and financial advisory services tailored to wealthy families

Family business succession planning; business transition planning; tax planning