Who owns the SAGE FINANCIAL SYSTEMS PLAN YOUR WAY trademark?

The SAGE FINANCIAL SYSTEMS PLAN YOUR WAY trademark is owned by Sage Financial Systems, LLC.

What class is the SAGE FINANCIAL SYSTEMS PLAN YOUR WAY trademark registered in?

The SAGE FINANCIAL SYSTEMS PLAN YOUR WAY trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for SAGE FINANCIAL SYSTEMS PLAN YOUR WAY?

The USPTO serial number for SAGE FINANCIAL SYSTEMS PLAN YOUR WAY is 98256590.

What is the registration number for SAGE FINANCIAL SYSTEMS PLAN YOUR WAY?

SAGE FINANCIAL SYSTEMS PLAN YOUR WAY is registered under USPTO registration number 7727303.

SAG

USPTO Trademark Record

REGISTERED

SAGE FINANCIAL SYSTEMS PLAN YOUR WAY

SN 98256590·Reg 7727303·Filed Nov 06, 2023

Owner Sage Financial Systems, LLC

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

SAGE FINANCIAL SYSTEMS PLAN YOUR WAY (Serial No. 98256590), Registration No. 7727303, is a registered US trademark filed on Nov 06, 2023 by Sage Financial Systems, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: March 18, 2031

Mark Intelligence

SAGE FINANCIAL SYSTEMS PLAN YOUR WAY (Reg. #7727303) is a registered US trademark that has been protecting its owner, Sage Financial Systems, LLC, since 2023. 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

Nov 06, 2023

SERIAL

98256590

REG#

7727303

REGISTERED

Mar 18, 2025

Owner

Applicant

Sage Financial Systems, LLC

Entity

LLC

State

Address

810 Bellwood Road, Columbia, SC, 29205

Country

Attorney

NameDaniel C. Leonardi

Law firm

Daniel C. Leonardi POLALES HORTON & LEONARDI LLP

Address

1502 BLANDING STREET, COLUMBIA, SC 29201, United States

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Filing Information

StatusREGISTERED

Filing DateNov 06, 2023

Serial Number98256590

Registration No.7727303

Registration DateMar 18, 2025

Status DateMar 18, 2025

Published for OppositionAug 13, 2024

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2023

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Oct 01, 2022

First use in commerce: Oct 01, 2022

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

26 events

NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED

Sep 16, 2025

NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED

CORRECTION UNDER SECTION 7 - PROCESSED

Aug 22, 2025

CORRECTION UNDER SECTION 7 - PROCESSED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Aug 11, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 7 REQUEST RECEIVED

Mar 24, 2025

TEAS SECTION 7 REQUEST RECEIVED

REGISTERED-PRINCIPAL REGISTER

Mar 18, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Mar 18, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

POST PUBLICATION AMENDMENT – NOT ENTERED

Mar 18, 2025

POST PUBLICATION AMENDMENT – NOT ENTERED

Mar 18, 2025

POST PUBLICATION AMENDMENT – NOT ENTERED

ASSIGNED TO PETITION STAFF

Mar 17, 2025

ASSIGNED TO PETITION STAFF

EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED

Feb 20, 2025

EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED

TEAS POST PUBLICATION AMENDMENT RECEIVED

Feb 10, 2025

TEAS POST PUBLICATION AMENDMENT RECEIVED

EXTENSION OF TIME TO OPPOSE RECEIVED

Sep 10, 2024

EXTENSION OF TIME TO OPPOSE RECEIVED

PUBLISHED FOR OPPOSITION

Aug 13, 2024

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Aug 13, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jul 24, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Jul 03, 2024

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Jul 03, 2024

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jul 03, 2024

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Jul 03, 2024

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 03, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

NON-FINAL ACTION WRITTEN

Jul 02, 2024

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jul 02, 2024

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jul 02, 2024

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jun 14, 2024

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 02, 2023

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Nov 09, 2023

NEW APPLICATION ENTERED

Other Marks by Sage Financial Systems, LLC

Additional USPTO filings from the same owner.

SAG

SAGE FINANCIAL SYSTEMS PLAN YOUR WAY

98256640

Sage Financial Systems, LLC

REGISTERED

SAGE FINANCIAL SYSTEMS PLAN YOUR WAY

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Other Marks by Sage Financial Systems, LLC

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

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