Secure Planning, Inc. logo

Secure Planning, Inc.

4 Marks
Corp.
First Filed:Dec 18, 1998Latest Filed:Aug 23, 2019Address:Unit #10, North Hilss, CA 91343

Portfolio Overview

Registered
3(75%)
Dead
1(25%)
Previous
2

Top Classes

Class 36
Insurance, Financial Services & Real Estate
3(75%)
Class 41
Education and Entertainment
1(25%)

TTAB Proceedings

No litigation activity

Top Firms

HEIDI A. SCHILLER, ESQ.(Apr 2009)
4
JPG Legal(Aug 2019)
2

Trademark Portfolio

6 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
HAPPY & RETIRED
HAPPY & RETIRED
Service Mark
Combined
REGISTERED
Owner:
Serial:88591130
Filed:Aug 23, 2019
Classes:36
Registration:6027480
Registered:Apr 7, 2020
Goods & Services
Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Consulting and information concerning insurance; Estate planning; Financial consulting; Financial planning; Financial retirement plan consulting services; Insurance agency and brokerage; Insurance consulting in the field of health, life, final expense, and long term care insurance; "RETIRED"
HAPPY & RETIRED
HAPPY & RETIRED
Service Mark
Word
REGISTERED
Owner:
Serial:88591131
Filed:Aug 23, 2019
Classes:36
Registration:6027481
Registered:Apr 7, 2020
Goods & Services
Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Consulting and information concerning insurance; Estate planning; Financial consulting; Financial planning; Financial retirement plan consulting services; Insurance agency and brokerage; Insurance consulting in the field of health, life, final expense, and long term care insurance; "RETIRED"
SECURE PLANNING INC. THE FINANCIAL COUNSELOR PROGRAM
Owner:
Serial:77554191
Filed:Aug 23, 2008
Classes:36
Registration:3646233
Registered:Jun 30, 2009
Goods & Services
"INC."
FINANCIAL COUNSELOR PROGRAM
CANCELLED
Owner:
Serial:75606891
Filed:Dec 18, 1998
Classes:41
Registration:2322602
Registered:Feb 22, 2000
Goods & Services
EDUCATIONAL SERVICES, NAMELY CONDUCTING TRAINING WORKSHOPS AND SEMINARS IN THE FIELD OF FINANCIAL AND INVESTMENT MANAGEMENT AND CONSULTING AND DISTRIBUTING COURSE MATERIALS IN CONNECTION THEREWITH; "PROGRAM"
THE FINANCIAL COUNSELOR PROGRAM
THE FINANCIAL COUNSELOR PROGRAM
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:77704046
Filed:Apr 1, 2009
Classes:36
Registration:3816370
Registered:Jul 13, 2010
Goods & Services
Investment advisory services, financial management, financial planning and financial counseling services
SECURE PLANNING INC.
SECURE PLANNING INC.
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:75608898
Filed:Dec 18, 1998
Classes:36
Registration:2361649
Registered:Jun 27, 2000
Goods & Services
Investment and financial management and counseling services; "INC."

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