TrademarkDir
THE WEALTHFACTOR ADVANTAGE
LIVE

Serial Number

85409323

Owner

Strategic Planning Services, L.L.C.

Attorney

Thomas F. Bergert

First Use Date

Aug 25, 2011

Filing Date

Aug 29, 2011

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THE WEALTHFACTOR ADVANTAGE Trademark

Serial Number: 85409323 • Registration: 4157004

THE WEALTHFACTOR ADVANTAGE is a trademark filed by Strategic Planning Services, L.L.C. on August 29, 2011. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Strategic Planning Services, L.L.C. (2 trademarks)

Reisterstown, MD 21136

Entity Type: 16

Trademark Details

Filing Date

August 29, 2011

Registration Date

June 12, 2012

First Use Anywhere

August 25, 2011

First Use in Commerce

August 25, 2011

Published for Opposition

March 27, 2012

Goods & Services

Investment advisory services; financial services, namely, wealth management services; financial planning; financial planning for retirement; life insurance counseling; executive benefits consulting services in the field of insurance and financial benefits; financial trust and estate planning and advisory services; advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, and charitable giving strategies through financial and estate planning

business succession planning

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Nov 5, 2021 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Nov 5, 2021 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Nov 5, 2021 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 5, 2021 APRE
TEAS SECTION 8 & 9 RECEIVED
Jun 22, 2021 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jun 12, 2021 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jul 31, 2017 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jul 31, 2017 C15A
ASSIGNED TO PARALEGAL
Jul 31, 2017 PLGL
TEAS SECTION 8 & 15 RECEIVED
Jun 14, 2017 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 12, 2017 REM1
REGISTERED-PRINCIPAL REGISTER
Jun 12, 2012 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 27, 2012 NPUB
PUBLISHED FOR OPPOSITION
Mar 27, 2012 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 7, 2012 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Feb 22, 2012 PREV
ASSIGNED TO LIE
Feb 22, 2012 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 6, 2012 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 3, 2012 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 2, 2012 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 2, 2012 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 27, 2011 GNRN
NON-FINAL ACTION E-MAILED
Dec 27, 2011 GNRT
NON-FINAL ACTION WRITTEN
Dec 27, 2011 CNRT
ASSIGNED TO EXAMINER
Dec 16, 2011 DOCK
NOTICE OF PSEUDO MARK MAILED
Sep 3, 2011 MPMK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 2, 2011 NWOS
NEW APPLICATION ENTERED
Sep 1, 2011 NWAP

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