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Official data from USPTO

THE FAMILY SUCCESSION PLAN

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

THE FAMILY SUCCESSION PLAN

ST13

US500000087463872

Class

36, 41

Filing

87463872

Registration

5500640

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

28

Latest update

04/01/2025

Trademark type

Combined

Nice classes

36, 41

Filing date

05/25/2017

Registration date

06/26/2018

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/31/2025

Last transaction

04/01/2025

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

01/01/2017

First use in commerce

01/01/2017

Drawing code

3

Owner type

16

Owner location

Westlake, OH

Examiner

DAWE III, BILL

Current location

Historical data usage

Mark description

The mark consists of SOLID gray circle containing the words "The Family" on one line, the word "Succession" the next line, and the word "Plan" in the last line, all in green; there are two light blue arrows circling counterclockwise around the outer perimeter of the gray circle, with the inner edge of the heads of the arrows slightly overlapping the gray circle.

Holders and representatives

Holders

Clarity 2 Prosperity, LLC

Representatives

Randolph E. Digges, III RANKIN, HILL & CLARK LLP

Technical classification

Nice Classes

Class 36Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning consultation

Class 41

Education servicesproviding live and on-line classesseminars and workshops in the field of financial planning to financial advisors; education servicesproviding classesseminarsworkshops in the field of financial planning to financial advisors offered through onlinenon-downloadable videos; and education servicesclassesseminars and workshops in the field of financial planning to financial advisors

Publications

History of USPTO decisions and trademark events.

28 publications found

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

03/31/2025

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

03/31/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/31/2025

E815

TEAS SECTION 8 & 15 RECEIVED

12/12/2024

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

06/26/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

05/14/2019

R.PR

REGISTERED-PRINCIPAL REGISTER

06/26/2018

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

04/10/2018

PUBO

PUBLISHED FOR OPPOSITION

04/10/2018

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

03/21/2018

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/07/2018

XAEC

EXAMINER'S AMENDMENT ENTERED

03/07/2018

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

03/07/2018

GNEA

EXAMINERS AMENDMENT E-MAILED

03/07/2018

CNEA

EXAMINERS AMENDMENT -WRITTEN

03/07/2018

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

02/20/2018

GNRT

NON-FINAL ACTION E-MAILED

02/20/2018

CNRT

NON-FINAL ACTION WRITTEN

02/20/2018

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/17/2018

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/16/2018

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/16/2018

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

08/28/2017

GNRT

NON-FINAL ACTION E-MAILED

08/28/2017

CNRT

NON-FINAL ACTION WRITTEN

08/28/2017

DOCK

ASSIGNED TO EXAMINER

08/24/2017

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

06/02/2017

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/01/2017

NWAP

NEW APPLICATION ENTERED

05/29/2017

Continuous trademark protection

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