| Serial Number | 86983476 |
| Word Mark | BRIGHTPLAN |
| Filing Date | Sunday, January 10, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, August 29, 2024 |
| Registration Number | 5402275 |
| Registration Date | Tuesday, February 13, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 4, 2016 |
| Pseudo Mark | BRIGHT PLAN |
| Goods and Services | Provision of financial information in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, tax planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, tax planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; financial services, namely, financial advice, [ investment management, ] financial planning, and financial consultancy; investment advisory services |
| Goods and Services | Software as a service (SAAS) services featuring software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in securities and other financial investment vehicles ] ; providing temporary use of online non-downloadable software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; providing temporary use of non-downloadable cloud-based software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of wealth creation and wealth management; providing temporary use of non-downloadable cloud-based software for educating investors and clients in the field finance; providing temporary use of non-downloadable cloud-based software for enabling users to sign and execute documents |
| 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 | Thursday, May 18, 2017 |
| First Use In Commerce Date | Wednesday, November 1, 2017 |
| 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 | Thursday, May 18, 2017 |
| First Use In Commerce Date | Wednesday, November 1, 2017 |
| Party Name | BrightPlan LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boca Raton, FL 33487 |
| Party Name | BrightPlan LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Los Gatos, CA 95032 |
| 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 |
| Wednesday, January 13, 2016 | NEW APPLICATION ENTERED |
| Saturday, January 16, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 19, 2016 | NOTICE OF PSEUDO MARK E-MAILED |
| Tuesday, April 26, 2016 | ASSIGNED TO EXAMINER |
| Friday, April 29, 2016 | NON-FINAL ACTION WRITTEN |
| Friday, April 29, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, April 29, 2016 | NON-FINAL ACTION E-MAILED |
| Thursday, August 4, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, August 4, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, August 5, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 23, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 14, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 4, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 4, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 29, 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, May 3, 2017 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, May 3, 2017 | SOU EXTENSION 1 FILED |
| Wednesday, May 3, 2017 | SOU EXTENSION 1 GRANTED |
| Friday, May 5, 2017 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, November 29, 2017 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, November 29, 2017 | SOU EXTENSION 2 FILED |
| Monday, December 4, 2017 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, December 5, 2017 | SOU EXTENSION 2 GRANTED |
| Wednesday, December 6, 2017 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, December 12, 2017 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, December 12, 2017 | TEAS REQUEST TO DIVIDE RECEIVED |
| Tuesday, December 12, 2017 | DIVISIONAL REQUEST RECEIVED |
| Tuesday, December 12, 2017 | USE AMENDMENT FILED |
| Tuesday, December 19, 2017 | DIVISIONAL PROCESSING COMPLETE |
| Tuesday, December 19, 2017 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, January 9, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, January 10, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, February 13, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 13, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 13, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, September 13, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, February 13, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, February 9, 2024 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, August 29, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, August 29, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, August 29, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |