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 Number98446257
Word MarkBROKERAGE360
Filing DateTuesday, March 12, 2024
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateWednesday, November 13, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 3, 2024

Trademark Statements


Pseudo MarkBROKERAGE THREE SIX ZERO
Pseudo MarkBROKERAGE THREE HUNDRED SIXTY
Goods and ServicesAdvice 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 Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, March 12, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NamePlanScope360, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDURHAM, NC 27701

Trademark Events


Event DateEvent Description
Tuesday, March 12, 2024NEW APPLICATION ENTERED
Saturday, August 3, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, October 4, 2024NON-FINAL ACTION WRITTEN
Tuesday, October 29, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 29, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 30, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 24, 2024ASSIGNED TO EXAMINER
Friday, October 4, 2024NON-FINAL ACTION E-MAILED
Friday, October 4, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, November 7, 2024APPROVED FOR PUB - PRINCIPAL REGISTER