This is an archived article that was published on sltrib.com in 2015, and information in the article may be outdated. It is provided only for personal research purposes and may not be reprinted.
The Ogden-based Strategic Planning Group claims that long after it developed a "unique and readily identifiable" logo featuring a knight chess piece centered above the company name, another Utah firm started using a nearly identical logo to cause confusion.
The logo for Peterson Wealth Services also includes a knight chess piece centered above the firm's name, Strategic Planning notes. What's more, Strategic Planning says, Peterson's website has a photo of a chess board next to the phrase "The Strategic Side of Retirement Planning."
And those similarities are not accidental, Strategic Planning claims in a trademark infringement suit filed March 30 in 2nd District Court. The firm says Peterson Wealth Services, which is based in South Ogden, copied its mark and used a chess board and the word "strategic" in close proximity "to confuse consumers and to gain business at the expense of Strategic."
In addition to Peterson Wealth Services, a Florida-based company, Raymond James Financial Services Inc., which provides services to the South Ogden company and its clients, is named as a defendant.
Strategic Planning is asking for a judgment that its registered mark has been infringed by Peterson Wealth Services and that Raymond James Financial Services is secondarily liable for the infringement; a judgment that the defendants have committed acts of unfair competition; an order permanently barring those two companies from using any logo that is confusingly similar to the Strategic Planning logo; and a monetary award.
Strategic Planning has used its logo since 1999, the suit says. It says the logo was granted trademark protection March 17 by the Utah Department of Commerce's Division of Corporations & Commercial Code.
Peterson Wealth Services could not be reached for comment. Raymond James Financial Services declined to comment.