| Serial Number | 86870791 |
| Word Mark | BRIGHTPLAN |
| Filing Date | Sunday, January 10, 2016 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 7, 2020 |
| Registration Number | 5955786 |
| Registration Date | Tuesday, January 7, 2020 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 4, 2016 |
| Goods and Services | Educational services, namely, providing webcasts, online workshops, live workshops, and seminars in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles; educational services, namely, classes and seminars in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles |
| Goods and Services | Computer application software for mobile devices, namely, software for enabling users to conduct investment research, perform investment computations, create financial plans, execute securities trades, manage asset allocations in the field of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; computer application software for mobile devices, namely, software for collaborating with others users for purposes of providing financial advice and executing financial transactions; computer application software for mobile devices, namely, software for enabling users to sign and execute documents; downloadable audio, video and multimedia recordings, namely, webcasts and slideshows in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles |
| Pseudo Mark | BRIGHT PLAN |
| Goods and Services | providing a website featuring information, namely, digital content in the nature of video, in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; provision of financial information in the fields of estates and trusts and life insurance; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of estates and trusts and life insurance |
| Goods and Services | providing temporary use of non-downloadable cloud-based software for retaining and working with financial advisors; providing temporary use of non-downloadable cloud-based software for use by Registered Investment Advisors and financial planners for working with clients and investors |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, January 16, 2016 |
| Primary Code | 009 |
| First Use Anywhere Date | Friday, August 31, 2018 |
| First Use In Commerce Date | Friday, August 31, 2018 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, January 16, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, October 12, 2018 |
| First Use In Commerce Date | Friday, October 12, 2018 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, January 16, 2016 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, October 24, 2018 |
| First Use In Commerce Date | Wednesday, October 24, 2018 |
| 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 | Saturday, January 16, 2016 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, May 31, 2019 |
| First Use In Commerce Date | Friday, May 31, 2019 |
| Party Name | BrightPlan LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Jose, CA 95113 |
| Party Name | BrightPlan LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Jose, CA 95113 |
| Party Name | BrightPlan LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Los Gatos, CA 95032 |
| Event Date | Event Description |
| Tuesday, September 13, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, September 13, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, September 13, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, January 7, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 3, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Sunday, December 1, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, November 26, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, November 20, 2019 | USE AMENDMENT FILED |
| Wednesday, November 20, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, May 21, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, May 20, 2019 | SOU EXTENSION 5 GRANTED |
| Friday, May 17, 2019 | SOU EXTENSION 5 FILED |
| Friday, May 17, 2019 | TEAS EXTENSION RECEIVED |
| Thursday, November 29, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, November 27, 2018 | SOU EXTENSION 4 GRANTED |
| Tuesday, November 27, 2018 | SOU EXTENSION 4 FILED |
| Tuesday, November 27, 2018 | TEAS EXTENSION RECEIVED |
| Tuesday, May 22, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, May 18, 2018 | SOU EXTENSION 3 GRANTED |
| Friday, May 18, 2018 | SOU EXTENSION 3 FILED |
| Friday, May 18, 2018 | TEAS EXTENSION RECEIVED |
| Saturday, December 23, 2017 | CORRECTED NOA E-MAILED |
| Tuesday, December 19, 2017 | DIVISIONAL PROCESSING COMPLETE |
| Tuesday, December 12, 2017 | DIVISIONAL REQUEST RECEIVED |
| Tuesday, December 12, 2017 | TEAS REQUEST TO DIVIDE RECEIVED |
| Wednesday, December 6, 2017 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, December 5, 2017 | SOU EXTENSION 2 GRANTED |
| Wednesday, November 29, 2017 | SOU EXTENSION 2 FILED |
| Monday, December 4, 2017 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, November 29, 2017 | TEAS EXTENSION RECEIVED |
| Friday, May 5, 2017 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, May 3, 2017 | SOU EXTENSION 1 GRANTED |
| Wednesday, May 3, 2017 | SOU EXTENSION 1 FILED |
| Wednesday, May 3, 2017 | TEAS EXTENSION RECEIVED |
| Tuesday, November 29, 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, October 4, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 4, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 14, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 23, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, August 5, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, August 4, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, August 4, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 29, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, April 29, 2016 | NON-FINAL ACTION E-MAILED |
| Friday, April 29, 2016 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 26, 2016 | ASSIGNED TO EXAMINER |
| Tuesday, January 19, 2016 | NOTICE OF PSEUDO MARK E-MAILED |
| Saturday, January 16, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Wednesday, January 13, 2016 | NEW APPLICATION ENTERED IN TRAM |