SUPERPLAN SYSTEMS, LLC logo

SUPERPLAN SYSTEMS, LLC

9 Marks
LLC
First Filed:Jan 7, 2004Latest Filed:Jul 10, 2023Address:9820 Willow Creek Road, Suite 105, San Diego, CA 92131, US

Portfolio Overview

Registered
4(44%)
Pending
4(44%)
Dead
1(11%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
9(100%)
Class 35
Advertising, Business Services & Retail
6(67%)
Class 45
Personal services
3(33%)

TTAB Proceedings

No litigation activity

Top Firms

Williams Mullen(Jul 2023)
9

Trademark Portfolio

9 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
LIFESTYLE, PORTFOLIO, LEGACY
LIFESTYLE, PORTFOLIO, LEGACY
Service Mark
Word
PENDING
Owner:
Serial:98077587
Filed:Jul 10, 2023
Classes:35, 36
Goods & 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; Family succession business planning; business transition planning; tax planning; "PORTFOLIO LEGACY"
LOVE, WISDOM, MONEY
LOVE, WISDOM, MONEY
Service Mark
Word
PENDING
Owner:
Serial:98077593
Filed:Jul 10, 2023
Classes:35, 36
Goods & 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; Family succession business planning; business transition planning; tax planning; "MONEY"
SUPERIOR PLANNING FAMILY OFFICE
SUPERIOR PLANNING FAMILY OFFICE
Service Mark
Word
PENDING
Owner:
Serial:98077464
Filed:Jul 10, 2023
Classes:35, 36
Goods & 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; Family business succession planning; business transition planning; tax planning; FAMILY OFFICE
SUPERIOR PLANNING FAMILY OFFICE
SUPERIOR PLANNING FAMILY OFFICE
Service Mark
Combined
PENDING
Owner:
Serial:98077577
Filed:Jul 10, 2023
Classes:35, 36
Goods & 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; Family business succession planning; business transition planning; tax planning; FAMILY OFFICE
YOUR VALUES. YOUR VISION. YOUR GOALS.
YOUR VALUES. YOUR VISION. YOUR GOALS.
Service Mark
Word
REGISTERED
Owner:
Serial:85721834
Filed:Sep 6, 2012
Classes:35, 36, 45
Registration:4548365
Registered:Jun 10, 2014
Goods & Services
Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families; Business transition planning; tax planning; Personal lifestyle consulting and advisory services
SUPERIOR PLANNING
SUPERIOR PLANNING
Service Mark
Combined
REGISTERED
Owner:
Serial:85704921
Filed:Aug 16, 2012
Classes:35, 36, 45
Registration:4548308
Registered:Jun 10, 2014
Goods & Services
Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families; Business transition planning; tax planning; Personal lifestyle consulting and advisory services; "PLANNING"
THE WIDOW'S BRIDGE
THE WIDOW'S BRIDGE
Trademark
Word
REGISTERED
Owner:
Serial:78412606
Filed:May 4, 2004
Classes:16, 36, 45
Registration:3249947
Registered:Jun 5, 2007
Goods & Services
[ Printed matter and paper goods, namely, books, magazines, and newsletters featuring information, stories and advice pertaining to lifestyle and financial management issues ]; Consulting services, namely, financial portfolio consulting and advisory services, estate planning services; Consulting services, namely, personal lifestyle consulting and advisory services
BEYOND FINANCIAL SECURITY
BEYOND FINANCIAL SECURITY
Service Mark
Word
CANCELLED
Owner:
Serial:76568582
Filed:Jan 7, 2004
Classes:36
Registration:2922328
Registered:Feb 1, 2005
Goods & Services
Financial consulting services, namely lifestyle, portfolio and legacy consulting and advisory services; FINANCIAL SECURITY
SUPERPLAN
SUPERPLAN
Service Mark
Word
REGISTERED
Owner:
Serial:76568571
Filed:Jan 7, 2004
Classes:36
Registration:2922327
Registered:Feb 1, 2005
Goods & Services
Financial consulting services, namely lifestyle, portfolio and legacy consulting and advisory services

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