SUPERIOR PLANNING FAMILY OFFICE - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98077577
Word Mark
SUPERIOR PLANNING FAMILY OFFICE
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2023-07-13
Filing Date
2023-07-10
Attorney Name
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of of an image with three shaded triangles each stacked behind the other. A curved line is within the first triangle. Below the image is the word "SUPERIOR". Centered beneath it is a vertical line with the word "PLANNING" to the left of the line and the words "FAMILY OFFICE" placed to the right of the line.
Goods and Services
Family succession planning; business transition planning; tax planning
Goods and 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
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2023-07-13
Primary Code
035
First Use Anywhere Date
2023-06-19
First Use In Commerce Date
2023-06-19
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2023-07-13
Primary Code
036
First Use Anywhere Date
2023-06-19
First Use In Commerce Date
2023-06-19
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
THOMAS F. BERGERT
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 4548308 |
Trademark Events
| Event Date | Event Description |
| 2023-07-13 | NEW APPLICATION ENTERED |
