STONEBRIDGE FINANCIAL PLANNING GROUP, LLC logo

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

14 Marks
LLC
First Filed:Nov 16, 2001Latest Filed:Oct 8, 2025Address:203 Hillcrest St., Orlando, FL 32801, US

Portfolio Overview

Registered
6(43%)
Pending
1(7%)
Dead
7(50%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
8(57%)
Class 9
Electronics, Software & Scientific Equipment
5(36%)
Class 35
Advertising, Business Services & Retail
4(29%)

TTAB Proceedings

No litigation activity

Top Firms

Wolter Van Dyke Davis, PLLC(Oct 2025)
7
Transamerica Corporation(Nov 2001)
3
LOWNDES(Apr 2024)
1

Trademark Portfolio

14 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
STONEBRIDGE
STONEBRIDGE
Trademark
Word
PENDING
Owner:
Serial:99433301
Filed:Oct 8, 2025
Classes:9, 36
Goods & Services
Class 009: Downloadable electronic publications in the nature of newsletters, articles, and worksheets in the field of financial planning; Class 036: Financial planning and investment advisory services; Estate planning; Financial planning for retirement; Financial analysis; Providing information in the field of financial planning for educational needs and life changes; Providing information in the field of wealth management; Financial wealth management services; Providing a web site featuring personal financial information and financial advice; Providing financial information via a web site; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance brokerage; Insurance claims processing; Insurance consultation; Providing insurance information in the field of disability and endowment insurance; Underwriting, issuance and administration of annuities
STONEBRIDGE FINANCIAL PLANNING GROUP LLC
STONEBRIDGE FINANCIAL PLANNING GROUP LLC
Trademark
Combined
ABANDONED
Owner:
Serial:98488330
Filed:Apr 8, 2024
Classes:9, 35, 36
Goods & Services
Downloadable electronic publications in the nature of newsletters and articles in the field of financial planning; Financial investment analysis and planning; estate planning; financial planning for retirement income and management of retirement income distribution; financial analysis, advice and brokerage services for insurance policies in the fields of life, health and long term care; financial planning for educational needs; financial analysis and planning for life changes; wealth management information and services; providing a website featuring financial planning and wealth management information; providing a web-based on-line portal that provides customer access to financial information; Tax advisory services; tax filing services; providing a web-based on-line portal that provides customer access to financial information, namely, tax information; FINANCIAL PLANNING GROUP, LLC
86584751
86584751
Service Mark
Design
REGISTERED
Owner:
Serial:86584751
Filed:Apr 1, 2015
Classes:36
Registration:4850801
Registered:Nov 10, 2015
Goods & Services
Financial investment analysis and planning; estate planning; financial planning for retirement income and management of retirement income distribution; financial analysis, advice and brokerage services for insurance policies in the fields of life, health and long term care; financial planning for educational needs; financial analysis and planning for life changes; wealth management information and services; providing a website featuring financial planning and wealth management information; providing a web-based on-line portal that provides customer access to financial information
86584737
86584737
Trademark
Design
REGISTERED
Owner:
Serial:86584737
Filed:Apr 1, 2015
Classes:9
Registration:4850800
Registered:Nov 10, 2015
Goods & Services
Downloadable electronic publications in the nature of newsletters and articles in the field of financial planning
86584739
86584739
Service Mark
Design
REGISTERED
Owner:
Serial:86584739
Filed:Apr 1, 2015
Classes:35
Registration:4921704
Registered:Mar 22, 2016
Goods & Services
Tax advisory services; tax filing services; providing a web-based on-line portal that provides customer access to financial information, namely, tax information
STONEBRIDGE FINANCIAL PLANNING GROUP LLC
STONEBRIDGE FINANCIAL PLANNING GROUP LLC
Service Mark
Combined
ABANDONED
Owner:
Serial:86584765
Filed:Apr 1, 2015
Classes:35
Goods & Services
"FINANCIAL PLANNING GROUP LLC"
STONEBRIDGE FINANCIAL PLANNING GROUP LLC
STONEBRIDGE FINANCIAL PLANNING GROUP LLC
Trademark
Combined
ABANDONED
Owner:
Serial:86584758
Filed:Apr 1, 2015
Classes:9
Goods & Services
"FINANCIAL PLANNING GROUP LLC"
STONEBRIDGE FINANCIAL PLANNING GROUP LLC
STONEBRIDGE FINANCIAL PLANNING GROUP LLC
Service Mark
Combined
ABANDONED
Owner:
Serial:86584784
Filed:Apr 1, 2015
Classes:36
Goods & Services
"FINANCIAL PLANNING GROUP LLC"
YOUR DREAMS, YOUR PATH
YOUR DREAMS, YOUR PATH
Trademark
Word
REGISTERED
Owner:
Serial:86584798
Filed:Apr 1, 2015
Classes:9
Registration:4850803
Registered:Nov 10, 2015
Goods & Services
Downloadable electronic publications in the nature of newsletters and articles in the field of financial planning
YOUR DREAMS, YOUR PATH
YOUR DREAMS, YOUR PATH
Service Mark
Word
REGISTERED
Owner:
Serial:86584819
Filed:Apr 1, 2015
Classes:35
Registration:4921708
Registered:Mar 22, 2016
Goods & Services
Tax advisory services; tax filing services; providing a web-based on-line portal that provides customer access to financial information, namely, tax information
YOUR DREAMS, YOUR PATH
YOUR DREAMS, YOUR PATH
Service Mark
Word
REGISTERED
Owner:
Serial:86584822
Filed:Apr 1, 2015
Classes:36
Registration:4850806
Registered:Nov 10, 2015
Goods & Services
Financial investment analysis and planning; estate planning; financial planning for retirement income and management of retirement income distribution; financial analysis, advice and brokerage services for insurance policies in the fields of life, health and long term care; financial planning for educational needs; financial analysis and planning for life changes; wealth management information and services; providing a website featuring financial planning and wealth management information; providing a web-based on-line portal that provides customer access to financial information
STONEBRIDGE
STONEBRIDGE
Service Mark
Word
CANCELLED
Owner:
Serial:76339404
Filed:Nov 16, 2001
Classes:36
Registration:2830488
Registered:Apr 6, 2004
Goods & Services
insurance services, namely, brokerage, claims processing, consultation, underwriting and administration of life insurance, disability insurance, annuities, endowment insurance, industrial insurance, accident and health insurance, credit insurance, sickness insurance, property insurance, fidelity and surety insurance, marine and transportation insurance, casualty insurance, motor vehicle insurance, aircraft insurance, workers' compensation insurance, fire insurance, malpractice insurance, earthquake insurance, liability insurance, mortgage guaranty insurance, homeowners insurance, crop and livestock insurance, personal injury insurance
STONEBRIDGE CASUALTY INSURANCE COMPANY
STONEBRIDGE CASUALTY INSURANCE COMPANY
Service Mark
Word
CANCELLED
Owner:
Serial:76339383
Filed:Nov 16, 2001
Classes:36
Registration:2830487
Registered:Apr 6, 2004
Goods & Services
insurance services, namely, brokerage, claims processing, consultation, underwriting and administration of property insurance, disability insurance, fidelity and surety insurance, marine and transportation insurance, casualty insurance, credit insurance, accident and health insurance, motor vehicle insurance, aircraft insurance, workers' compensation insurance, fire insurance, malpractice insurance, earthquake insurance, liability insurance, mortgage guaranty insurance, homeowners insurance, crop and livestock insurance, personal injury insurance; "CASUALTY INSURANCE COMPANY"
STONEBRIDGE LIFE INSURANCE COMPANY
STONEBRIDGE LIFE INSURANCE COMPANY
Service Mark
Word
CANCELLED
Owner:
Serial:76339384
Filed:Nov 16, 2001
Classes:36
Registration:2832578
Registered:Apr 13, 2004
Goods & Services
insurance services, namely, brokerage, claims processing, consultation, underwriting and administration of life insurance, disability insurance, annuities, endowment insurance, industrial insurance, accident and health insurance, credit insurance and sickness insurance; "LIFE INSURANCE COMPANY"

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