ERISA ADVISOR EVALUATOR Trademark

Trademark Overview


On Monday, September 28, 2015, a trademark application was filed for ERISA ADVISOR EVALUATOR with the United States Patent and Trademark Office. The USPTO has given the ERISA ADVISOR EVALUATOR trademark a serial number of 86770301. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Tuesday, September 6, 2016. This trademark is owned by PlanTools, LLC. The ERISA ADVISOR EVALUATOR 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 search for qualified investment advisors and assess the advisor's qualifications, obtain fee estimates for specific advisory services, and document the process of selecting an investment advisor to comply with a fiduciary's statutory-based compliance obligations; 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
erisa advisor evaluator

General Information


Serial Number86770301
Word MarkERISA ADVISOR EVALUATOR
Filing DateMonday, September 28, 2015
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateTuesday, September 6, 2016
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesSoftware as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to search for qualified investment advisors and assess the advisor's qualifications, obtain fee estimates for specific advisory services, and document the process of selecting an investment advisor to comply with a fiduciary's statutory-based compliance obligations; 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
Pseudo MarkEMPLOYEE RETIREMENT INCOME SECURITY ACT ADVISOR EVALUATOR

Classification Information


International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, October 2, 2015
Primary Code042
First Use Anywhere DateThursday, January 1, 2009
First Use In Commerce DateThursday, January 1, 2009

Trademark Owner History


Party NamePlanTools, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressFort Mill, SC 29707

Trademark Events


Event DateEvent Description
Tuesday, September 6, 2016ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Tuesday, September 6, 2016ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Tuesday, January 19, 2016NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Tuesday, January 19, 2016EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Tuesday, January 19, 2016COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Tuesday, January 19, 2016EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Tuesday, January 19, 2016NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Tuesday, January 19, 2016EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Tuesday, January 19, 2016COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Tuesday, January 19, 2016EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Sunday, January 17, 2016ASSIGNED TO EXAMINER
Friday, October 2, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM