SAGE ASSETS, LLC logo

SAGE ASSETS, LLC

32 Marks
LLC
First Filed:Mar 16, 2010Latest Filed:Mar 21, 2024Address:1788 Overbrook Avenue, Clearwater, FL 33755

Portfolio Overview

Registered
19(59%)
Dead
13(41%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
11(34%)
Class 42
Software, IT Services & Scientific Research
10(31%)
Class 41
Education and Entertainment
9(28%)

TTAB Proceedings

Total Proceedings
1
As Plaintiff
0(0%)
As Defendant
1(100%)

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Trademark Activity Timeline(2010 – 2025)

Trademark Portfolio

32 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
PRIVATE PRACTICE MILLIONAIRE
REGISTERED
Owner:
Serial:98461024
Filed:Mar 21, 2024
Classes:41
Registration:8006410
Registered:Oct 28, 2025
Goods & Services
Arranging and conducting business seminars in the field of achieving financial success for professionals; Business training consultancy services; Providing on-line courses of instruction in the field of achieving financial success for professionals via a website; Providing online non-downloadable newsletters in the field of achieving financial success for professionals via e-mail via e-mail; Providing online non-downloadable electronic publications in the nature of brochures, articles, newsletters, blog posts and workbooks in the field of achieving financial success for professionals; "PRIVATE PRACTICE"
FINANCIAL BEAST MODE
FINANCIAL BEAST MODE
Service Mark
Word
ABANDONED
Owner:
Serial:97766172
Filed:Jan 24, 2023
Classes:36
Goods & Services
"FINANCIAL"
FINANCIAL FREEDOM SUMMIT
REGISTERED
Owner:
Serial:90746561
Filed:Jun 1, 2021
Classes:16, 41
Registration:6805363
Registered:Jul 26, 2022
Goods & Services
Class 016: Printed publications, namely, course materials, books, articles, hand-outs, workbooks, textbooks, and worksheets in the field of financial success for professionals, personal finances, management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Printed instructional, educational, and teaching materials in the field of personal finances, management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Educational kits consisting primarily of printed books, pamphlets, printed course materials, and printed workbooks, sold as a unit in the field of personal finances, management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Printed correspondence course materials in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Class 041: Education services, namely, providing live and on-line classes, seminars, conferences, workshops, trainings, programs, and lectures in the field of financial success for professionals, personal finances, management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Providing a website featuring non-downloadable publications in the nature of articles, e-books, books, magazines, and brochures in the field of financial success for professionals, personal finances, management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Providing online non-downloadable publications, namely, course materials, books, articles, hand-outs, workbooks, textbooks, and worksheets in the field of financial success for professionals, personal finances, management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning
PRACTICE MAXVALUE ASSESSMENT
REGISTERED
Owner:
Serial:90394010
Filed:Dec 18, 2020
Classes:42
Registration:6726113
Registered:May 24, 2022
Goods & Services
Class 042: Providing online, non-downloadable software for compiling and analyzing business and personal data concerning the evaluation, growth, expansion, and development of a business, in the fields of finance, financial planning, business consulting, and practice management
RESULTS-BASED EXIT PLANNING
REGISTERED
Owner:
Serial:90352162
Filed:Dec 1, 2020
Classes:36
Registration:6549410
Registered:Nov 2, 2021
Goods & Services
Class 036: Financial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Strategic financial advisory services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial investments, and financial valuations
PRACTICE TRANSITION READINESS ASSESSMENT
Owner:
Serial:90272031
Filed:Oct 22, 2020
Classes:42
Registration:6586518
Registered:Dec 14, 2021
Goods & Services
Class 042: Providing online, non-downloadable software for compiling and analyzing business and personal data concerning the evaluation, growth, expansion, and development of a business, in the fields of finance, financial planning, business consulting, and practice management
RESULTS-BASED TRANSITION PLANNING
REGISTERED
Owner:
Serial:90271976
Filed:Oct 22, 2020
Classes:35, 41
Registration:6586517
Registered:Dec 14, 2021
Goods & Services
"TRANSITION PLANNING"
88956110
88956110
Service Mark
Design
REGISTERED
Owner:
Serial:88956110
Filed:Jun 9, 2020
Classes:36, 41
Registration:6667557
Registered:Mar 8, 2022
Goods & Services
Financial planning, advisory, and consultancy services
FINANCIAL BEAST
FINANCIAL BEAST
Service Mark
Word
REGISTERED
Owner:
Serial:88956169
Filed:Jun 9, 2020
Classes:36, 41
Registration:6901732
Registered:Nov 15, 2022
Goods & Services
Class 036: Financial planning, advisory, and consultancy services; Class 041: Providing recognition and incentives to financial service members by the way of awards to demonstrate quality and excellence in the field of financial management and the acquisition of income and capital
PRACTICE EXIT & WEALTH MANAGEMENT PLAN
REGISTERED
Owner:
Serial:88798034
Filed:Feb 14, 2020
Classes:36
Registration:6224055
Registered:Dec 15, 2020
Goods & Services
"WEALTH MANAGEMENT PLAN"
PRACTICE MAXVALUE PLAN
PRACTICE MAXVALUE PLAN
Service Mark
Word
REGISTERED
Owner:
Serial:88237441
Filed:Dec 20, 2018
Classes:35, 41
Registration:6144642
Registered:Sep 8, 2020
Goods & Services
"PRACTICE" AND "PLAN"
FINANCIAL PROSPERITY INDEX
REGISTERED
Owner:
Serial:88029724
Filed:Jul 9, 2018
Classes:42
Registration:5685528
Registered:Feb 26, 2019
Goods & Services
Computer software that provides web-based access to applications and services in the field of finance and financial planning
FINANCIAL PROSPERITY INDEX
CANCELLED
Owner:
Serial:88029820
Filed:Jul 9, 2018
Classes:42
Registration:5685533
Registered:Feb 26, 2019
Goods & Services
Providing online non-downloadable computer software for use by others in analyzing, calculating and illustrating financial metrics and indicators in the fields of finance, financial planning, business consulting, practice management and informational services in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; and Software as a service (SAAS) services, namely, hosting software for use by others in analyzing, calculating and illustrating financial metrics and indicators in the field of personal financial planning and practice management for use by financial and business or practice management consultants
HOUSEHOLD RISK INDEX
HOUSEHOLD RISK INDEX
Service Mark
Word
CANCELLED
Owner:
Serial:88029890
Filed:Jul 9, 2018
Classes:42
Registration:5685542
Registered:Feb 26, 2019
Goods & Services
Providing online non-downloadable computer software for use by others in analyzing, calculating and illustrating financial metrics and indicators in the fields of finance, financial planning, business consulting, practice management and informational services in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; and Software as a service (SAAS) services, namely, hosting software for use by others in analyzing, calculating and illustrating financial metrics and indicators in the field of personal financial planning and practice management for use by financial and business or practice management consultants
PRACTICE TRANSITION READINESS ASSESSMENT
Owner:
Serial:86203261
Filed:Feb 25, 2014
Classes:42
Registration:4792156
Registered:Aug 11, 2015
Goods & Services
"ASSESSMENT"
RESULTS-BASED TRANSITION PLANNING
CANCELLED
Owner:
Serial:86039803
Filed:Aug 16, 2013
Classes:35
Registration:4650604
Registered:Dec 2, 2014
Goods & Services
"TRANSITION PLANNING"
ECONOLOGICS POWER LEAGUE
ECONOLOGICS POWER LEAGUE
Service Mark
Word
CANCELLED
Owner:
Serial:86017188
Filed:Jul 23, 2013
Classes:36
Registration:4677308
Registered:Jan 27, 2015
ANNUAL ROAD MAP RENOVATION
REGISTERED
Owner:
Serial:85935033
Filed:May 17, 2013
Classes:36
Registration:4637950
Registered:Nov 11, 2014
Goods & Services
Financial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring non-downloadable videos in the field of financial planning; Strategic financial advisory services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
85797615
85797615
Service Mark
Design
CANCELLED
Owner:
Serial:85797615
Filed:Dec 7, 2012
Classes:42
Registration:4375652
Registered:Jul 30, 2013
PRIVATE PRACTICE MILLIONAIRE
CANCELLED
Owner:
Serial:85660679
Filed:Jun 25, 2012
Classes:16
Registration:4352790
Registered:Jun 18, 2013
ECONOLOGICS
ECONOLOGICS
Service Mark
Word
REGISTERED
Owner:
Serial:85616745
Filed:May 4, 2012
Classes:36
Registration:4264018
Registered:Dec 25, 2012
Goods & Services
Assistance, advice, and consultancy with regard to financial planning, financial analysis, and financial management relating to purchasing functions; Consulting services in the field of state and federal employee benefit plans concerning finance and insurance; Consulting and information concerning insurance; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial consulting services, namely, expert analysis in finance; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Investment advisory services; Financial services, namely, savings programs for individuals and administration of savings programs; On-line financial planning services; Providing a web site featuring financial information and financial advice; Providing a website featuring non-downloadable videos in the field of finances, financial management, the acquisition of income and capital, debt and credit management, financial investment, financial asset protection, estate planning, and insurance; Providing information and advice in the field of finance, financial investments, financial valuations, the financial aspects of retirement, debt and credit management, financial investment, financial asset protection, estate planning, and insurance; Providing information in the field of finance and insurance; Strategic financial advisory services
RESULTS-BASED FINANCIAL PLANNING
CANCELLED
Owner:
Serial:85547395
Filed:Feb 20, 2012
Classes:36
Registration:4259473
Registered:Dec 11, 2012
Goods & Services
"FINANCIAL PLANNING"
THE ECONOLOGICS ROAD MAP
THE ECONOLOGICS ROAD MAP
Service Mark
Word
REGISTERED
Owner:
Serial:85526334
Filed:Jan 26, 2012
Classes:36
Registration:4326728
Registered:Apr 30, 2013
Goods & Services
"ROAD MAP"
85384250
85384250
Trademark
Design
REGISTERED
Owner:
Serial:85384250
Filed:Jul 29, 2011
Classes:9, 16, 36, +1
Registration:4322825
Registered:Apr 23, 2013
Goods & Services
[ Computer software that provides web-based access to applications and services of others in the field of finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Digital media, namely, pre-recorded video cassettes, digital video discs, digital versatile discs, downloadable audio and video recordings, DVDs, and high definition digital discs featuring information on personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; ] Downloadable multimedia files containing artwork, text, [ audio, video, games, ] and Internet Web links relating to personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; [ Pre-recorded audio tapes and compact discs featuring information on subjects of real estate and securities, financial services, monetary affairs, investment banking, commodity investment, and mutual fund investments; ] Downloadable electronic publications in the nature of books, magazines, and brochures in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning
FINANCIAL PROSPERITY INDEX
CANCELLED
Owner:
Serial:85384308
Filed:Jul 29, 2011
Classes:42
Registration:4173175
Registered:Jul 10, 2012
HOUSEHOLD RISK INDEX
HOUSEHOLD RISK INDEX
Service Mark
Word
CANCELLED
Owner:
Serial:85384444
Filed:Jul 29, 2011
Classes:42
Registration:4173176
Registered:Jul 10, 2012
ECONOLOGICS
ECONOLOGICS
Trademark
Word
REGISTERED
Owner:
Serial:85273258
Filed:Mar 22, 2011
Classes:9
Registration:4226605
Registered:Oct 16, 2012
Goods & Services
Computer software that provides web-based access to applications and services in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; digital media, namely, pre-recorded video cassettes, digital video discs, digital versatile discs, downloadable audio and video recordings, DVDs, and high definition digital discs featuring finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; downloadable multimedia file containing artwork, text, audio, video, games, and Internet Web links relating to finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; pre-recorded audio tapes and compact discs featuring information on subjects of real estate and securities, insurance, financial services, monetary affairs, investment banking, commodity investment, and mutual fund investments | Educational kits sold as a unit in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, consisting primarily of educational books, flash cards and worksheets, and also including an educational DVD; printed correspondence course materials in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; publications, namely, books, hand-outs, and workbooks in the fields of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; series of educational books in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and pocket binders used in connection with organization of insurance and financial documents | Education in the field of finances, management, the acquisition of income and capital, and insurance rendered through correspondence courses; Education services, namely, providing lectures in the field of money, and consumer advice and insurance; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and distribution of course and educational materials in connection therewith; Educational services, namely, developing and conducting training courses and distribution of training materials in connection therewith for subject matters as requested by customers; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Providing a website featuring resources, namely, a website featuring primarily non-downloadable publications in the nature of books, magazines, and brochures in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and also featuring non-downloadable software for database management and word processing; Providing on-line training in the form of courses, seminars, and workshops in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Training courses in strategic planning relating to the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Educational and entertainment services, namely, conducting seminars in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; entertainment services, namely, the provision of radio and television programs in the field of finances, management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance
HOUSEHOLD CFO
HOUSEHOLD CFO
Service Mark
Word
REGISTERED
Owner:
Serial:85223087
Filed:Jan 21, 2011
Classes:41
Registration:4321445
Registered:Apr 16, 2013
Goods & Services
Class 041: Education in the field of finances management and the acquisition of income and capital rendered through correspondence courses; Education services, namely, providing lectures in the field of money and consumer advice; Educational services, namely, conducting seminars and programs in the field of finance management and the acquisition of income and capital; entertainment services, namely, radio and television appearances by a financial and insurance advisor, radio personality, and television personality in the field of finance management and the acquisition of income and capital; entertainment services, namely, providing ongoing radio and television programs in the field of finance management and the acquisition of income and capital; Educational services, namely, conducting classes, seminars, educational conferences, and workshops in the field of finance management and the acquisition of income and capital and distribution of course and educational materials in connection therewith; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of finance management and the acquisition of income and capital; Providing a website featuring resources, namely, a website featuring primarily non-downloadable publications in the nature of books, magazines, and brochures in the field of finance management and the acquisition of income and capital; Providing on-line training in the form of courses, seminars, and workshops in the field of finance management and the acquisition of income and capital; Training courses in strategic planning relating to the field of finance management and the acquisition of income and capital; Educational services, namely, conducting classes, seminars, educational conferences, and workshops in the field of economics, finances, financial planning and investments and distribution of printed materials in connection therewith in hard copy or electronic format on the same topics; Providing a web site that features informal instruction on economics, finances, financial planning and investments; providing on-line publications in the nature of an e-book in the field of economics, finances, financial planning and investments; Providing a website featuring resources, namely, a website featuring primarily non-downloadable publications in the nature of books, magazines, and brochures in the field of economics, finances, financial planning and investments
HOUSEHOLD CHIEF FINANCIAL OFFICER
REGISTERED
Owner:
Serial:85223059
Filed:Jan 21, 2011
Classes:41
Registration:4263110
Registered:Dec 25, 2012
Goods & Services
"CHIEF FINANCIAL OFFICER"
ECONOMETRY
ECONOMETRY
Service Mark
Word
REGISTERED
Owner:
Serial:85062509
Filed:Jun 14, 2010
Classes:42
Registration:4050240
Registered:Nov 1, 2011
Goods & Services
Software as a service (SAAS) services, namely, hosting software for use by others for use in analyzing, calculating and illustrating financial metrics and indicators in the field of personal financial planning and practice management for use by financial and business or practice management consultants
HOUSEHOLD RISK INDEX
CANCELLED
Owner:
Serial:85013651
Filed:Apr 14, 2010
Classes:9
Registration:3846841
Registered:Sep 7, 2010
FINANCIAL PROSPERITY INDEX
CANCELLED
Owner:
Serial:77959902
Filed:Mar 16, 2010
Classes:9
Registration:3849123
Registered:Sep 14, 2010
Goods & Services
Class 009: Computer software that provides web-based access to applications and services in the field of finance and financial planning

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