CLIENTWORKS Trademark
Trademark Overview
On Wednesday, May 27, 2026, 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 99848166. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, May 27, 2026. This trademark is owned by LPL Financial LLC. The CLIENTWORKS trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:
Downloadable computer software 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; downloadable computer software for providing access to documents, information, data, technology services and content related to financial and investment services, including advice, investments and potential investments, investment strategies and potential investment strategies, clients and potential clients, advisors and potential advisors, policies, legal and regulatory requirements, accounts and the maintenance or supervision thereof, shared experiences, and financial or investment research
General Information
| Serial Number | 99848166 |
| Word Mark | CLIENTWORKS |
| Filing Date | Wednesday, May 27, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, May 27, 2026 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Downloadable computer software 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; downloadable computer software for providing access to documents, information, data, technology services and content related to financial and investment services, including advice, investments and potential investments, investment strategies and potential investment strategies, clients and potential clients, advisors and potential advisors, policies, legal and regulatory requirements, accounts and the maintenance or supervision thereof, shared experiences, and financial or investment research |
| Pseudo Mark | CLIENT WORKS |
Classification Information
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 27, 2026 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | LPL Financial LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92121
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, May 27, 2026 | NEW APPLICATION ENTERED |
| Wednesday, May 27, 2026 | APPLICATION FILING RECEIPT MAILED |
