Trademark Overview
On Monday, September 28, 2015, a trademark application was filed for CLIENT RESOURCE CENTER with the United States Patent and Trademark Office. The USPTO has given the CLIENT RESOURCE CENTER trademark a serial number of 86770297. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 21, 2022. This trademark is owned by PlanTools, LLC. The CLIENT RESOURCE CENTER trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to access white papers, statutes, regulations, advisory opinions, field assistance bulletins, and other compliance document in the field of retirement planning, and which provides real-time browser-based dashboard displays of news-based retirement planning information, user-generated financial reports, and links to provide access to a client's stored financial and retirement plan documents; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans
