ASSET BASED PLANNING FEDERAL AND STATE TAXES INCOME-INVESTMENT-INHERITANCE TRUST ASSETS BUSINESS INTERESTS CASH AND CREDIT MANAGEMENT FIXED INCOME PORTFOLIO EQUITIES PORTFOLIO REAL ESTATE AND ALTERNATIVE INVESTMENTS RETIREMENT PLANS ANNUITY AND LIFE INSURANCE

Registered

Combined Mark

•

ASSET BASED PLANNING FEDERAL AND STATE TAXES INCOME-INVESTMENT-INHERITANCE TRUST ASSETS BUSINESS INTERESTS CASH AND CREDIT MANAGEMENT FIXED INCOME PORTFOLIO EQUITIES PORTFOLIO REAL ESTATE AND ALTERNATIVE INVESTMENTS RETIREMENT PLANS ANNUITY AND LIFE INSURANCE

Key Information

Serial Number

98146498

Registration Number

7519685

Status

Registered

Ownership

Current Owner

Lpl Financial LLC

Type: Organization / Limited Liability Company

Address

4707 Executive Drive, San Diego

CA 92121

Critical Dates

First Use Date

Nov 11, 2011

Filing Date

Aug 23, 2023

Registration Date

Oct 1, 2024

Mark Descriptions

Services

Class 36

Financial planning and investment advisory services

Mark Elements

Text Mark

ASSET BASED PLANNING FEDERAL AND STATE TAXES INCOME-INVESTMENT-INHERITANCE TRUST ASSETS BUSINESS INTERESTS CASH AND CREDIT MANAGEMENT FIXED INCOME PORTFOLIO EQUITIES PORTFOLIO REAL ESTATE AND ALTERNATIVE INVESTMENTS RETIREMENT PLANS ANNUITY AND LIFE INSURANCE

Category

Service mark

Standard Characters

Color Claim

Drawing/Image Description

The mark consists of a design of concentric ovals forming a pie chart divided in eight sections with an outer oval border and an oval center suggesting a target shape. The stylized wording "FEDERAL AND STATE TAXES" appears within the upper portion of the outer border and the wording "INCOME-INVESTMENT-INHERITANCE" within the lower portion. Separated within the eight individual segments, clockwise beginning at the top, are the phrases "TRUST ASSETS", "BUSINESS INTERESTS", "CASH AND CREDIT MANAGEMENT", "FIXED INCOME PORTFOLIO", "EQUITIES PORTFOLIO", "REAL ESTATE AND ALTERNATIVE INVESTMENTS", "RETIREMENT PLANS", and "ANNUITY AND LIFE INSURANCE” Above the design is the larger stylized wording "ASSET BASED PLANNING" separated from the design by a horizontal band.

Design Search Codes

20.03.08

Blueprints

26.03.12

Ovals with bars, bands and lines

26.03.17

Concentric ovals

26.03.21

Ovals that are completely or partially shaded

26.17.13

Letters or words underlined and/or overlined by one or more strokes or lines

Disclaimer

“ASSET BASED PLANNING", "FEDERAL AND STATE TAXES", "INCOME-INVESTMENT-INHERITANCE", "TRUST ASSETS", "BUSINESS INTERESTS", "CASH AND CREDIT MANAGEMENT", "FIXED INCOME PORTFOLIO", "EQUITIES PORTFOLIO", "REAL ESTATE AND ALTERNATIVE INVESTMENTS", "RETIREMENT PLANS", and "ANNUITY AND LIFE INSURANCE”

Trademark Timeline

First Use

Nov 11, 2011

Filing Date

Aug 23, 2023

Publication Date

Jul 16, 2024

Registration Date

Oct 1, 2024

Trademark Assignment

Dec 17, 2025

Assigned to LPL FINANCIAL LLC

USPTO Records

No documents found for this trademark.

Never miss important updates for ASSET BASED PLANNING FEDERAL AND STATE TAXES INCOME-INVESTMENT-INHERITANCE TRUST ASSETS BUSINESS INTERESTS CASH AND CREDIT MANAGEMENT FIXED INCOME PORTFOLIO EQUITIES PORTFOLIO REAL ESTATE AND ALTERNATIVE INVESTMENTS RETIREMENT PLANS ANNUITY AND LIFE INSURANCE

Get instant alerts when status changes, similar marks are filed, or renewal deadlines approach