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 FIRST EXTENSION - GRANTED as of Thursday, May 29, 2025. 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 | 730 - FIRST EXTENSION - GRANTED |
| Status Date | Thursday, May 29, 2025 |
| 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 | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | DURHAM, NC 27701 |
| 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, 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 |
| Tuesday, October 29, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, October 29, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, November 7, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 30, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, December 3, 2024 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 27, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 3, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 14, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, May 29, 2025 | SOU EXTENSION 1 FILED |
| Thursday, May 29, 2025 | SOU TEAS EXTENSION RECEIVED |
| Thursday, May 29, 2025 | SOU EXTENSION 1 GRANTED |
