| Serial Number | 87725312 |
| Word Mark | CSU PLAN |
| Filing Date | Monday, December 18, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 5, 2019 |
| Registration Number | 5668476 |
| Registration Date | Tuesday, February 5, 2019 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 20, 2018 |
| Goods and Services | Employee benefit services, namely, administration of employer-provided benefit plan to save and invest for the costs associated with higher education |
| Disclaimer with Predetermined Text | "PLAN" |
| Goods and Services | Providing online non-downloadable software allowing for the administration of an employer-provided benefit plan to save and invest for the costs associated with higher education |
| 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 | Thursday, January 4, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 13, 2017 |
| First Use In Commerce Date | Monday, November 13, 2017 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, January 4, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, November 13, 2017 |
| First Use In Commerce Date | Monday, November 13, 2017 |
| Party Name | VESTWELL HOLDINGS, INC. |
| Party Type | 37 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10018 |
| Party Name | E*TRADE FINANCIAL CORPORATE SERVICES, INC. |
| Party Type | 36 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | ARLINGTON, VA 22203 |
| Party Name | MORGAN STANLEY DOMESTIC HOLDINGS, LLC |
| Party Type | 35 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEW YORK, NY 10036 |
| Party Name | MORGAN STANLEY DOMESTIC HOLDINGS, INC. |
| Party Type | 34 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10036 |
| Party Name | E*TRADE FINANCIAL HOLDINGS, LLC |
| Party Type | 33 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ARLINGTON, VA 22203 |
| Party Name | E*TRADE FINANCIAL CORPORATION |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | ARLINGTON, VA 22203 |
| Party Name | E*TRADE FINANCIAL CORPORATE SERVICES, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | ARLINGTON, VA 22203 |
| Party Name | Gradifi, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02116 |
| Party Name | Gradifi, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02116 |
| Party Name | Gradifi, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02116 |
| Event Date | Event Description |
| Monday, February 5, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, January 10, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, October 25, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, September 13, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, February 1, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, April 15, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, April 15, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, April 15, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, February 17, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, February 26, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, January 29, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, December 20, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, December 20, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 5, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 20, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 20, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 31, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, October 12, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, October 1, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Monday, October 1, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, October 1, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Monday, October 1, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, September 28, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 28, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 28, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, May 31, 2018 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Wednesday, May 30, 2018 | USE AMENDMENT ACCEPTED |
| Wednesday, May 16, 2018 | AMENDMENT TO USE PROCESSING COMPLETE |
| Wednesday, May 16, 2018 | USE AMENDMENT FILED |
| Tuesday, May 15, 2018 | TEAS AMENDMENT OF USE RECEIVED |
| Friday, March 30, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 30, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, March 30, 2018 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 27, 2018 | ASSIGNED TO EXAMINER |
| Thursday, January 4, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, December 21, 2017 | NEW APPLICATION ENTERED |