| Serial Number | 97327211 |
| Word Mark | BENEFICIARY SUMMARY REPORT |
| Filing Date | Wednesday, March 23, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 4, 2023 |
| Registration Number | 7020977 |
| Registration Date | Tuesday, April 4, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Disclaimer with Predetermined Text | "REPORT" |
| Goods and Services | Providing a web-based service featuring technology that enables users to organize the user's clients and prospective clients financial asset account information, including account description, name, type, balance, number, owner and beneficiary information in a consolidated, easy-to-read digital report, which can be exported in a variety of ways and can facilitate communication with their financial advisor |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 2, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, March 1, 2022 |
| First Use In Commerce Date | Tuesday, March 1, 2022 |
| Party Name | PlanMember Financial Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | CARPINTERIA, CA 93013 |
| Party Name | PlanMember Financial Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Carpinteria, CA 93013 |
| Event Date | Event Description |
| Wednesday, July 26, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, July 26, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 26, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 26, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, July 26, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, July 26, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, April 4, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, April 4, 2023 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, February 28, 2023 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, February 22, 2023 | ASSIGNED TO LIE |
| Friday, February 3, 2023 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Thursday, February 2, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 1, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 1, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, December 16, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, December 16, 2022 | NON-FINAL ACTION E-MAILED |
| Friday, December 16, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, December 13, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, March 29, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, March 26, 2022 | NEW APPLICATION ENTERED |