TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/19/2026
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Official data from USPTO
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
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
26
Latest update
03/20/2026
Trademark type
Combined
Nice classes
36
Filing date
08/23/2023
Registration date
10/01/2024
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/01/2024
Last transaction
03/20/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
11/11/2011
First use in commerce
11/11/2011
Drawing code
3
Owner type
16
Owner location
SAN DIEGO, CA, US
Examiner
PEREZ, STEVEN M
Law office
L10
Current location
FILE REPOSITORY (FRANCONIA)
Mark 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.
Holders and representatives
Holders
LPL FINANCIAL LLC
Strategic Wealth Planning Inc.
Representatives
Timothy J. Lyden VLP Law Group LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning and investment advisory services
Publications
History of USPTO decisions and trademark events.
26 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/19/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/19/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
03/19/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
03/19/2026
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/18/2026
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
10/01/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
10/01/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/16/2024
PUBO
PUBLISHED FOR OPPOSITION
07/16/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/26/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/21/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/21/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/21/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/10/2024
XAEC
EXAMINER'S AMENDMENT ENTERED
05/15/2024
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/15/2024
GNEA
EXAMINERS AMENDMENT E-MAILED
05/15/2024
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/15/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/09/2024
GNRT
NON-FINAL ACTION E-MAILED
05/09/2024
CNRT
NON-FINAL ACTION WRITTEN
05/09/2024
DOCK
ASSIGNED TO EXAMINER
04/24/2024
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
09/26/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/24/2023
NWAP
NEW APPLICATION ENTERED
08/26/2023
Continuous trademark protection
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