321-AHA-PLAN Trademark

Trademark Overview


On Tuesday, August 27, 2019, a trademark application was filed for 321-AHA-PLAN with the United States Patent and Trademark Office. The USPTO has given the 321-AHA-PLAN trademark a serial number of 88594367. The federal status of this trademark filing is REGISTERED as of Tuesday, October 6, 2020. This trademark is owned by Sage Financial Management LLC. The 321-AHA-PLAN trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Tax consultancy; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary

Financial analysis and planning; Wealth management services; estate trust management and planning; Investment consultancy; Insurance consultancy

General Information


Serial Number88594367
Word Mark321-AHA-PLAN
Filing DateTuesday, August 27, 2019
Status700 - REGISTERED
Status DateTuesday, October 6, 2020
Registration Number6167125
Registration DateTuesday, October 6, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 21, 2020
Attorney NameBrian S. Steinberger
Law Office Location CodeO10
Employee NameLEE, OLIVIA SUNMIN
CorrespondentBrian S. Steinberger
LAW OFFICES OF BRIAN S. STEINBERGER, P.A
101 BREVARD AVENUE
COCOA FL 32922

Trademark Statements


Goods and ServicesTax consultancy; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
Goods and ServicesFinancial analysis and planning; Wealth management services; estate trust management and planning; Investment consultancy; Insurance consultancy
Pseudo MarkTHREE TWO ONE AHA PLAN

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 16, 2020
Primary Code035
First Use Anywhere DateSunday, March 31, 2019
First Use In Commerce DateSunday, March 31, 2019

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 10, 2019
Primary Code036
First Use Anywhere DateSunday, March 31, 2019
First Use In Commerce DateSunday, March 31, 2019

Trademark Owner History


Party NameSage Financial Management LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
Address6550 N. Wickham Road, Ste. 1
Melbourne, FL 32940

Party NameSage Financial Management LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
Address6550 N. Wickham Road, Ste. 1
Melbourne, FL 32940

Party NameSage Financial Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
Address6550 N. Wickham Road, Ste. 1
Melbourne, FL 32940

Trademark Events


Event DateEvent Description
Tuesday, October 6, 2020REGISTERED-PRINCIPAL REGISTER
Tuesday, July 21, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 21, 2020PUBLISHED FOR OPPOSITION
Wednesday, July 1, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 16, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 16, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, June 16, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, June 12, 2020ASSIGNED TO LIE
Thursday, June 4, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, December 5, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, December 5, 2019NON-FINAL ACTION E-MAILED
Thursday, December 5, 2019NON-FINAL ACTION WRITTEN
Friday, November 29, 2019ASSIGNED TO EXAMINER
Tuesday, September 10, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, August 30, 2019NEW APPLICATION ENTERED IN TRAM