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SUPERIOR PLANNING FAMILY OFFICE
Live/Pending
RESPONSE AFTER NON-FINAL ACTION - ENTERED

final action

on 25 Nov 2024

Last Applicant/ Owned by

9820 Willow Creek Road, Suite 105

San Diego

CA

92131

Serial Number

98077464 filed on 10th Jul 2023

Registration Number

N/A

Correspondent Address

Thomas F. Bergert

Thomas F. Bergert WILLIAMS MULLEN

CHARLOTTESVILLE, VA 22902

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

SUPERIOR PLANNING FAMILY OFFICE

Family business succession planning; business transition planning; tax planning 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, fin Read More

Classification Information


Class [036]
Insurance & Financial 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


First Use Date in General

19th Jun 2023

First Use Date in Commerce

19th Jun 2023

Class [035]
Advertising, Business & Retail Services


Family business succession planning; business transition planning; tax planning


First Use Date in General

19th Jun 2023

First Use Date in Commerce

19th Jun 2023

Mark Details


Serial Number

No 98077464

Mark Type

No Service Mark

Attorney Docket Number

No 091914.0003

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
25th Nov 2024TEAS/EMAIL CORRESPONDENCE ENTERED
24th Nov 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
24th Nov 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
31st Aug 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
31st Aug 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
05th Jun 2024NON-FINAL ACTION E-MAILED
05th Jun 2024NON-FINAL ACTION WRITTEN
05th Jun 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
22nd Apr 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
22nd Apr 2024CORRESPONDENCE RECEIVED IN LAW OFFICE