FAMILY STRATEGIC PLANNING SYSTEM
"FAMILY STRATEGIC PLANNING SYSTEM" is a word mark owned by Lifeworks IP, LLC, filed at the USPTO on May 31, 2025. It is registered and covers class 36 (Insurance and Financial).
- Status
- Registered
- Since January 6, 2026
- Filed
- May 31, 2025
- Registered
- January 6, 2026
- Expires
- Not recorded
- Application no.
- 99211824
- Registration no.
- 8095360
- Office
- USPTO
- United States Patent and Trademark Office
- Mark type
- Word mark
- 1 class
Who owns FAMILY STRATEGIC PLANNING SYSTEM
The owner and representative on file with the office.
Owner
Lifeworks IP, LLC
Grand Rapids, United States
Representative
Monica J. Stover
Bodman PLC
What the mark covers
The products and services FAMILY STRATEGIC PLANNING SYSTEM is filed for, grouped by Nice class.
Financial planning and investment advisory services; Investment advice; Investment advisory services; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services
What has happened so far
Steps recorded by the USPTO, newest first.
- Notice of registration confirmation emailed
- Registered-principal register
- Official gazette publication confirmation e-mailed
- Published for opposition
- Notification of notice of publication e-mailed
- Approved for pub - principal register
- Assigned to examiner
- Application filing receipt mailed
- New application office supplied data entered
- New application entered
About FAMILY STRATEGIC PLANNING SYSTEM
Who owns the trademark "FAMILY STRATEGIC PLANNING SYSTEM"?
The USPTO trademark "FAMILY STRATEGIC PLANNING SYSTEM" (application 99211824) is owned by Lifeworks IP, LLC.
What is the status of "FAMILY STRATEGIC PLANNING SYSTEM"?
Its status at the USPTO is: registered.
When was "FAMILY STRATEGIC PLANNING SYSTEM" registered?
It was registered on January 6, 2026.
Get this data via the API
Everything on this page comes from the Signa API. Pull FAMILY STRATEGIC PLANNING SYSTEM and marks like it into your own product with one request.
GET/v1/trademarks/{id}The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/eventsEvery step in the office history
GET/v1/proceedings?trademark_id={id}Oppositions and cancellations against the mark
ID=tm_019d2ad4-2974-723d-bd9b-72d0db850be6
curl https://api.signa.so/v1/trademarks/$ID \
-H "Authorization: Bearer $SIGNA_API_KEY"{
"id": "tm_019d2ad4-2974-723d-bd9b-72d0db850be6",
"object": "trademark",
"mark_text": "FAMILY STRATEGIC PLANNING SYSTEM",
"status": {
"primary": "active",
"stage": "registered"
},
"office_code": "US",
"application_number": "99211824",
"filing_date": "2025-05-31",
"nice_classes": [
36
],
"owners": [
{
"name": "Lifeworks IP, LLC",
"entity_id": null
}
]
}