NURC
NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
09/09/2025
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Official data from USPTO
SAGE FINANCIAL SYSTEMS PLAN YOUR WAY
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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
25
Latest update
09/10/2025
Trademark type
Combined
Nice classes
36
Filing date
11/06/2023
Registration date
03/18/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/18/2025
Last transaction
09/10/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
10/01/2022
First use in commerce
10/01/2022
Drawing code
3
Owner type
16
Owner location
Columbia, SC
Examiner
NADEAU, MADELINE
Current location
Historical data usage
Mark description
The mark consists of the following: on the left a circle divided by the silhouette of a winding road vanishing into the distance, a portion of the circle on the left side is jade green colored, and a portion of the circle on the right side of the circle is Prussian blue colored; the road appears in the negative space of the circle with three jade green colored lines on the road converging to a vanishing point in the middle of the road; the words SAGE FINANCIAL SYSTEMS over the words PLAN YOUR WAY with a Prussian blue horizontal line dividing the two groups of words; the words FINANCIAL SYSTEMS stacked to the right of and, cumulatively, to the height of the word SAGE; the A in the word SAGE missing the horizontal portion in the middle; the word SAGE appears in the color jade green while the remainder of the wording appears in the color black; all the portions appearing in the color white represent transparent background and are not claimed as features of the mark
Holders and representatives
Holders
Sage Financial Systems, LLC
Representatives
Daniel C. Leonardi POLALES HORTON & LEONARDI LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
personal financial and investment advisory services; personal financial portfolio management; all relating to the field of wealth management
Publications
History of USPTO decisions and trademark events.
25 publications found
COC.
CORRECTION UNDER SECTION 7 - PROCESSED
08/20/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/11/2025
ES7R
TEAS SECTION 7 REQUEST RECEIVED
03/24/2025
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
03/18/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
03/18/2025
APET
ASSIGNED TO PETITION STAFF
03/17/2025
ETOP
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
02/20/2025
EPPA
TEAS POST PUBLICATION AMENDMENT RECEIVED
02/10/2025
ETOF
EXTENSION OF TIME TO OPPOSE RECEIVED
09/10/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/13/2024
PUBO
PUBLISHED FOR OPPOSITION
08/13/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/24/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/03/2024
XAEC
EXAMINER'S AMENDMENT ENTERED
07/03/2024
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
07/03/2024
GNEA
EXAMINERS AMENDMENT E-MAILED
07/03/2024
CNEA
EXAMINERS AMENDMENT -WRITTEN
07/03/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/02/2024
GNRT
NON-FINAL ACTION E-MAILED
07/02/2024
CNRT
NON-FINAL ACTION WRITTEN
07/02/2024
DOCK
ASSIGNED TO EXAMINER
06/14/2024
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
12/05/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/02/2023
NWAP
NEW APPLICATION ENTERED
11/09/2023
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