CLIENTWORKS Trademark

Trademark Overview

On Thursday, July 17, 2014, a trademark application was filed for CLIENTWORKS with the United States Patent and Trademark Office. The USPTO has given the CLIENTWORKS trademark a serial number of 86980765. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, January 21, 2023. This trademark is owned by LPL Financial LLC. The CLIENTWORKS trademark is filed in the Insurance & Financial Services category with the following description:

Providing an Internet website portal featuring a multi-functional platform for providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies
clientworks

General Information

Serial Number86980765
Word MarkCLIENTWORKS
Filing DateThursday, July 17, 2014
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, January 21, 2023
Registration Number5097438
Registration DateTuesday, December 6, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 3, 2015

Trademark Statements

Pseudo MarkCLIENT WORKS
Goods and ServicesProviding an Internet website portal featuring a multi-functional platform for providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 24, 2014
Primary Code036
First Use Anywhere DateTuesday, June 30, 2015
First Use In Commerce DateTuesday, June 30, 2015

Trademark Owner History

Party NameLPL Financial LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSan Diego, CA 92121
Party NameLPL Financial LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02109
Party NameLPL Financial LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02109

Trademark Events

Event DateEvent Description
Wednesday, June 14, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, June 14, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, June 14, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, June 14, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, June 14, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Saturday, January 21, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, January 21, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, January 14, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, June 28, 2022TEAS SECTION 8 & 15 RECEIVED
Monday, December 6, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, June 23, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, June 23, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, June 23, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, June 23, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, June 23, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, December 6, 2016REGISTERED-PRINCIPAL REGISTER
Thursday, November 3, 2016NOTICE OF PSEUDO MARK E-MAILED
Thursday, November 3, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, November 2, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, November 2, 2016STATEMENT OF USE PROCESSING COMPLETE
Friday, October 21, 2016USE AMENDMENT FILED
Wednesday, November 2, 2016DIVISIONAL PROCESSING COMPLETE
Friday, October 21, 2016DIVISIONAL REQUEST RECEIVED
Friday, October 28, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, October 21, 2016TEAS REQUEST TO DIVIDE RECEIVED
Friday, October 21, 2016TEAS STATEMENT OF USE RECEIVED
Tuesday, May 31, 2016NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Saturday, May 28, 2016SOU EXTENSION 2 GRANTED
Friday, April 22, 2016SOU EXTENSION 2 FILED
Friday, May 27, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, April 22, 2016TEAS EXTENSION RECEIVED
Thursday, October 15, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, October 14, 2015SOU EXTENSION 1 GRANTED
Wednesday, October 7, 2015SOU EXTENSION 1 FILED
Wednesday, October 14, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, October 7, 2015TEAS EXTENSION RECEIVED
Tuesday, April 28, 2015NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 3, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 3, 2015PUBLISHED FOR OPPOSITION
Wednesday, February 11, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, January 26, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, January 26, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, January 26, 2015ATTORNEY REVIEW COMPLETED
Thursday, January 22, 2015PAPER RECEIVED
Friday, January 23, 2015DATA MODIFICATION COMPLETED
Tuesday, January 13, 2015AMENDMENT FROM APPLICANT ENTERED
Tuesday, January 13, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, January 12, 2015PAPER RECEIVED
Monday, January 12, 2015ASSIGNED TO LIE
Wednesday, November 5, 2014NOTIFICATION OF PRIORITY ACTION E-MAILED
Wednesday, November 5, 2014PRIORITY ACTION E-MAILED
Wednesday, November 5, 2014PRIORITY ACTION WRITTEN
Wednesday, October 29, 2014ASSIGNED TO EXAMINER
Friday, July 25, 2014NOTICE OF PSEUDO MARK E-MAILED
Thursday, July 24, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, July 21, 2014NEW APPLICATION ENTERED

Related Keywords

clientworks investment providing financial services planning managing analyzing executing purposes compliance