GleanMark is free for all of AprilGet free access
LI

LINCOLN INVESTMENT PLANNING, LLC

23 Marks
LLC
First Filed:Sep 21, 1992Latest Filed:Mar 29, 2023Address:Suite 300, Fort Washington, PA 19034

Portfolio Overview

Registered
17(74%)
Dead
6(26%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
22(96%)
Class 41
Education and Entertainment
1(4%)

TTAB Proceedings

No litigation activity

Top Firms

Royer Cooper Cohen Braunfeld...(Mar 2023)
20
Baker & Hostetler LLP(Dec 2008)
2
WOODCOCK WASHBURN LLP(Jul 2005)
1

Trademark Activity Timeline(1992 – 2024)

Trademark Portfolio

23 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
CA CAPITAL ANALYSTS A LINCOLN INVESTMENT COMPANY
CA CAPITAL ANALYSTS A LINCOLN INVESTMENT COMPANY
Service Mark
Stylized
REGISTERED
Owner:
Serial:97863209
Filed:Mar 29, 2023
Classes:36
Registration:7547576
Registered:Oct 29, 2024
Goods & Services
"CAPITAL ANALYSTS" and "INVESTMENT COMPANY"
AIM ADAPTIVE INTELLIGENCE MODELS
AIM ADAPTIVE INTELLIGENCE MODELS
Service Mark
Stylized
REGISTERED
Owner:
Serial:97498651
Filed:Jul 12, 2022
Classes:36
Registration:7377160
Registered:May 7, 2024
Goods & Services
Class 036: Investment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis; advice relating to investments
THE LEGEND GROUP
THE LEGEND GROUP
Service Mark
Combined
ABANDONED
Owner:
Serial:97442308
Filed:Jun 3, 2022
Classes:36
Goods & Services
"GROUP"
STRATEGIC ASSET REBALANCING SOLUTION
STRATEGIC ASSET REBALANCING SOLUTION
Service Mark
Word
CANCELLED
Owner:
Serial:86944404
Filed:Mar 17, 2016
Classes:36
Registration:5163122
Registered:Mar 14, 2017
Goods & Services
"SOLUTION"
ADAPTIVE INTELLIGENCE MODELS
ADAPTIVE INTELLIGENCE MODELS
Service Mark
Word
REGISTERED
Owner:
Serial:86916987
Filed:Feb 23, 2016
Classes:36
Registration:5423956
Registered:Mar 13, 2018
Goods & Services
Class 036: Investment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis, namely, financial investment analysis and research; advice relating to investments
ADAPTIVE INTELLIGENCE PORTFOLIOS
ADAPTIVE INTELLIGENCE PORTFOLIOS
Service Mark
Word
REGISTERED
Owner:
Serial:86685311
Filed:Jul 7, 2015
Classes:36
Registration:5006067
Registered:Jul 26, 2016
Goods & Services
Investment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis; advice relating to investments; "PORTFOLIOS"
CA CAPITAL ANALYSTS A LINCOLN INVESTMENT COMPANY
CA CAPITAL ANALYSTS A LINCOLN INVESTMENT COMPANY
Service Mark
Combined
CANCELLED
Owner:
Serial:85576480
Filed:Mar 22, 2012
Classes:36
Registration:4404116
Registered:Sep 17, 2013
Goods & Services
"CAPITAL ANALYSTS" AND "INVESTMENT COMPANY"
85086207
85086207
Service Mark
Design
REGISTERED
Owner:
Serial:85086207
Filed:Jul 16, 2010
Classes:36
Registration:4396517
Registered:Sep 3, 2013
Goods & Services
financial services, namely, financial analysis and consultation relating to financial investments, financial forecasting, and financial planning and investment advisory services; wealth management services; securities brokerage and securities broker dealer services; excluding from all of the foregoing, payment-related services, payment card, bank card, debit card, credit card, charge card, magnetic encoded card, smart card, telephone calling card, stored value and/or prepaid card services, the marketing, distribution, provision and issuance of such cards or services, Automated Teller Machines ("ATM") and ATM services, electronic funds and currency transfer services, electronic payment services, person-to-person payment services, and banking services not relating to financial investments or the maintenance of brokerage accounts for such investments
STRATEGIC ASSET MANAGEMENT
STRATEGIC ASSET MANAGEMENT
Service Mark
Word
REGISTERED
Owner:
Serial:77794599
Filed:Jul 31, 2009
Classes:36
Registration:3760971
Registered:Mar 16, 2010
Goods & Services
"ASSET MANAGEMENT"
EMBRACE THE MOMENT
EMBRACE THE MOMENT
Service Mark
Word
CANCELLED
Owner:
Serial:77635603
Filed:Dec 18, 2008
Classes:36
Registration:3654079
Registered:Jul 14, 2009
77539885
77539885
Service Mark
Design
REGISTERED
Owner:
Serial:77539885
Filed:Aug 5, 2008
Classes:36
Registration:3678645
Registered:Sep 8, 2009
Goods & Services
Insurance and financial consultation; investment consultation; employee benefit plan consultation; insurance brokerage services; retirement benefit consultation; investment security brokerage services
EMBRACE THE FUTURE
EMBRACE THE FUTURE
Service Mark
Word
REGISTERED
Owner:
Serial:77373304
Filed:Jan 16, 2008
Classes:36
Registration:3787858
Registered:May 11, 2010
Goods & Services
Financial and investment services for retirement and retirement planning, namely, investment brokerage, mutual fund brokerage, insurance brokerage services, investment advisory services, mutual fund investment, issuance and administration of annuities, financial planning and investment consultation
EMBRACE THE OPPORTUNITY
EMBRACE THE OPPORTUNITY
Service Mark
Word
REGISTERED
Owner:
Serial:77373291
Filed:Jan 16, 2008
Classes:36
Registration:3787857
Registered:May 11, 2010
Goods & Services
Financial and investment services for retirement and retirement planning, namely, investment brokerage, mutual fund brokerage, insurance brokerage services, investment advisory services, mutual fund investment, issuance and administration of annuities, financial planning and investment consultation
EMBRACE THE CHANGE
EMBRACE THE CHANGE
Service Mark
Word
REGISTERED
Owner:
Serial:77357751
Filed:Dec 21, 2007
Classes:36
Registration:3476216
Registered:Jul 29, 2008
Goods & Services
Investment consulting and management services, namely, asset acquisition, consultation and management services
PLATINUM CLIENT EXPERIENCE
PLATINUM CLIENT EXPERIENCE
Service Mark
Word
CANCELLED
Owner:
Serial:77357795
Filed:Dec 21, 2007
Classes:36
Registration:3599696
Registered:Mar 31, 2009
NEURALVISION
NEURALVISION
Service Mark
Word
REGISTERED
Owner:
Serial:78856502
Filed:Apr 7, 2006
Classes:36
Registration:3211043
Registered:Feb 20, 2007
Goods & Services
Investment advisory services
20 MINUTE PLANNER SERIES
20 MINUTE PLANNER SERIES
Service Mark
Word
CANCELLED
Owner:
Serial:78676496
Filed:Jul 22, 2005
Classes:41
Registration:3164255
Registered:Oct 24, 2006
Goods & Services
"SERIES"
THE LEGEND GROUP
THE LEGEND GROUP
Service Mark
Word
REGISTERED
Owner:
Serial:78607443
Filed:Apr 12, 2005
Classes:36
Registration:3480600
Registered:Aug 5, 2008
Goods & Services
Class 036: A full line of investment services and financial products, namely, investment advisory services; general investment and retirement account management and administration; general financial planning services; financial planning services targeted for retirement; computerized financial analysis, tracking, and reporting of pension and retirement benefits and account returns
INVESTING WITH INTELLIGENCE
INVESTING WITH INTELLIGENCE
Service Mark
Word
REGISTERED
Owner:
Serial:76025490
Filed:Apr 14, 2000
Classes:36
Registration:2633966
Registered:Oct 15, 2002
Goods & Services
INVESTMENT MANAGEMENT SERVICES
IRA SOLUTIONS
IRA SOLUTIONS
Service Mark
Word
REGISTERED
Owner:
Serial:75455723
Filed:Mar 24, 1998
Classes:36
Registration:2325283
Registered:Mar 7, 2000
Goods & Services
Financial and investment services for retirement and retirement planning; namely, investment and mutual fund and insurance brokerage services, investment advisory services, mutual fund investment, insurance in the nature of annuities, financial planning and investment consultation; "IRA"
TSA SOLUTIONS
TSA SOLUTIONS
Service Mark
Word
REGISTERED
Owner:
Serial:75455724
Filed:Mar 24, 1998
Classes:36
Registration:2510821
Registered:Nov 20, 2001
Goods & Services
Financial and investment services for retirement and retirement planning, namely, investment and mutual fund and insurance brokerage services, investment advisory services, mutual fund investment, insurance in the nature of annuities, financial planning and investment consultation; "TSA"
WE HELP PEOPLE RETIRE WELL
WE HELP PEOPLE RETIRE WELL
Service Mark
Word
REGISTERED
Owner:
Serial:75312419
Filed:Jun 20, 1997
Classes:36
Registration:2278351
Registered:Sep 14, 1999
Goods & Services
financial and investment services for retirement and retirement planning, namely, investment and mutual fund brokerage services, investment advisory services, mutual fund investment, financial planning and investment consultation
74316016
74316016
Service Mark
Design
REGISTERED
Owner:
Serial:74316016
Filed:Sep 21, 1992
Classes:36
Registration:1817112
Registered:Jan 18, 1994
Goods & Services
investment consultation; employee benefit plan consultation; insurance brokerage services; retirement benefit plan consultation; investment security broker/dealer