TrademarkDir
YOUR VALUES. YOUR VISION. YOUR GOALS.
LIVE

Serial Number

85721834

Owner

SUPERPLAN SYSTEMS, LLC

Attorney

Thomas F. Bergert

First Use Date

Apr 7, 2014

Filing Date

Sep 6, 2012

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YOUR VALUES. YOUR VISION. YOUR GOALS. Trademark

Serial Number: 85721834 • Registration: 4548365

YOUR VALUES. YOUR VISION. YOUR GOALS. is a trademark filed by SUPERPLAN SYSTEMS, LLC on September 6, 2012. The trademark is classified under Class 36 (Insurance & Financial), Class 45 (Legal & Security Services), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

SUPERPLAN SYSTEMS, LLC (9 trademarks)

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

Entity Type: 16

Thomas Jr., James F. (2 trademarks)

San Diego, CA 92131

Entity Type: 01

Trademark Details

Filing Date

September 6, 2012

Registration Date

June 10, 2014

First Use Anywhere

April 7, 2014

First Use in Commerce

April 7, 2014

Published for Opposition

August 13, 2013

Goods & Services

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

Business transition planning; tax planning

Personal lifestyle consulting and advisory services

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 5, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 5, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 5, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 5, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 5, 2025 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Aug 19, 2024 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Aug 19, 2024 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Aug 19, 2024 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 17, 2024 APRE
TEAS SECTION 8 & 9 RECEIVED
May 31, 2024 E89R
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jul 12, 2023 ASGN
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jun 10, 2023 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Aug 28, 2020 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Aug 28, 2020 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 28, 2020 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 10, 2020 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 10, 2019 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 3, 2019 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 3, 2019 COAR
REGISTERED-PRINCIPAL REGISTER
Jun 10, 2014 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
May 6, 2014 SUNA
LAW OFFICE REGISTRATION REVIEW COMPLETED
May 3, 2014 REGV
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
May 1, 2014 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Apr 29, 2014 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Apr 28, 2014 AITU
USE AMENDMENT FILED
Apr 8, 2014 IUAF
TEAS STATEMENT OF USE RECEIVED
Apr 8, 2014 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Oct 8, 2013 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 13, 2013 NPUB
PUBLISHED FOR OPPOSITION
Aug 13, 2013 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 24, 2013 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jul 10, 2013 PREV
ASSIGNED TO LIE
Jul 10, 2013 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 19, 2013 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 18, 2013 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 17, 2013 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 17, 2013 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 19, 2012 GNRN
NON-FINAL ACTION E-MAILED
Dec 19, 2012 GNRT
NON-FINAL ACTION WRITTEN
Dec 19, 2012 CNRT
ASSIGNED TO EXAMINER
Dec 12, 2012 DOCK
TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
Oct 1, 2012 TAEA
TEAS VOLUNTARY AMENDMENT RECEIVED
Oct 1, 2012 PARI
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 12, 2012 NWOS
NEW APPLICATION ENTERED
Sep 10, 2012 NWAP

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