Who owns the COMPASS PLAN WEALTH STRATEGIES trademark?

The COMPASS PLAN WEALTH STRATEGIES trademark is owned by JOSEPH GEORGE STASSI JR.

What class is the COMPASS PLAN WEALTH STRATEGIES trademark registered in?

The COMPASS PLAN WEALTH STRATEGIES trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for COMPASS PLAN WEALTH STRATEGIES?

The USPTO serial number for COMPASS PLAN WEALTH STRATEGIES is 99412428.

What is the registration number for COMPASS PLAN WEALTH STRATEGIES?

COMPASS PLAN WEALTH STRATEGIES is registered under USPTO registration number 8505761.

COM

USPTO Trademark Record

REGISTERED

COMPASS PLAN WEALTH STRATEGIES

SN 99412428·Reg 8505761·Filed Sep 25, 2025

Owner JOSEPH GEORGE STASSI JR

Financial, monetary and banking services; insurance services; real estate services.

COMPASS PLAN WEALTH STRATEGIES (Serial No. 99412428), Registration No. 8505761, is a registered US trademark filed on Sep 25, 2025 by JOSEPH GEORGE STASSI JR. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: October 13, 2032

Mark Intelligence

COMPASS PLAN WEALTH STRATEGIES (Reg. #8505761) is a registered US trademark that has been protecting its owner, JOSEPH GEORGE STASSI JR, since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Sep 25, 2025

SERIAL

99412428

REG#

8505761

REGISTERED

Oct 13, 2026

Owner

Applicant

JOSEPH GEORGE STASSI JR

Entity

Individual

Address

1601 Industrial Boulevard, Sugar Land, TX, 77478

Country

Attorney

NameDaniel Saam

Law firm

Daniel Saam CopyMark Law Group, LLC

Address

543 Brier Street, Kenilworth, IL 60043, United States

Get pre-filing clearance

AI attorney analyzes your proposed mark against USPTO — Go/No-Go verdict, class-by-class risks, and strategy recommendations.

Run clearance

Filing Information

StatusREGISTERED

Filing DateSep 25, 2025

Serial Number99412428

Registration No.8505761

Registration DateOct 13, 2026

Status DateOct 13, 2026

Published for OppositionApr 07, 2026

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

Search 14M+ trademarks

Free USPTO lookups by name, owner, or serial number. No account needed.

Search now

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Sep 15, 2025

First use in commerce: Sep 15, 2025

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

25 events

REGISTERED-PRINCIPAL REGISTER

Oct 13, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Oct 13, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Sep 18, 2026

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Sep 18, 2026

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

STATEMENT OF USE PROCESSING COMPLETE

Aug 18, 2026

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Jun 26, 2026

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Jun 26, 2026

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jun 02, 2026

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Apr 16, 2026

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Apr 16, 2026

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 16, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

PUBLISHED FOR OPPOSITION

Apr 07, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 07, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 01, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 13, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 12, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Mar 12, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 12, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Feb 09, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Feb 09, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Feb 09, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Feb 02, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Sep 25, 2025

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 25, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Sep 25, 2025

APPLICATION FILING RECEIPT MAILED

COMPASS PLAN WEALTH STRATEGIES

Get pre-filing clearance

Search 14M+ trademarks

Run a conflict check

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Daniel Saam

Resources

Company