BROKERAGE360 Trademark
Trademark Overview
On Tuesday, March 12, 2024, a trademark application was filed for BROKERAGE360 with the United States Patent and Trademark Office. The USPTO has given the BROKERAGE360 trademark a serial number of 98446257. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, November 13, 2024. This trademark is owned by PlanScope360, LLC. The BROKERAGE360 trademark is filed in the Insurance & Financial Services category with the following description:
Advice relating to investments; Capital investment consulting; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial information provided by electronic means; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research and information services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and pub...
General Information
Serial Number | 98446257 |
Word Mark | BROKERAGE360 |
Filing Date | Tuesday, March 12, 2024 |
Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
Status Date | Wednesday, November 13, 2024 |
Registration Number | 0000000 |
Registration Date | NOT AVAILABLE |
Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
Published for Opposition Date | Tuesday, December 3, 2024 |
Trademark Statements
Pseudo Mark | BROKERAGE THREE SIX ZERO |
Pseudo Mark | BROKERAGE THREE HUNDRED SIXTY |
Goods and Services | Advice relating to investments; Capital investment consulting; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial information provided by electronic means; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research and information services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Investment consultancy; Mutual fund investment; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments |
Classification Information
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 | Tuesday, March 12, 2024 |
Primary Code | 036 |
First Use Anywhere Date | NOT AVAILABLE |
First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
Party Name | PlanScope360, LLC |
Party Type | 10 - Original Applicant |
Legal Entity Type | 16 - Limited Liability Company |
Address | DURHAM, NC 27701 |
Trademark Events
Event Date | Event Description |
Tuesday, March 12, 2024 | NEW APPLICATION ENTERED |
Saturday, August 3, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
Friday, October 4, 2024 | NON-FINAL ACTION WRITTEN |
Tuesday, October 29, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
Tuesday, October 29, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
Wednesday, October 30, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
Tuesday, September 24, 2024 | ASSIGNED TO EXAMINER |
Friday, October 4, 2024 | NON-FINAL ACTION E-MAILED |
Friday, October 4, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
Thursday, November 7, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |