FOUNDATIONAL PLANNING Trademark

Trademark Overview

On Monday, September 24, 2018, a trademark application was filed for FOUNDATIONAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the FOUNDATIONAL PLANNING trademark a serial number of 88128720. The federal status of this trademark filing is REGISTERED as of Tuesday, February 16, 2021. This trademark is owned by FMR LLC. The FOUNDATIONAL PLANNING trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

software as a service (SaaS) services used to assist financial planners in providing financial advice featuring software that provides account aggregation, third party account integrations, a personalized investor portal with a global view of the investor's comprehensive financial profile, and compliance and data analytics services
foundational planning

General Information

Serial Number88128720
Word MarkFOUNDATIONAL PLANNING
Filing DateMonday, September 24, 2018
Status700 - REGISTERED
Status DateTuesday, February 16, 2021
Registration Number6273246
Registration DateTuesday, February 16, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 13, 2019

Trademark Statements

Disclaimer with Predetermined Text"PLANNING"
Goods and Servicessoftware as a service (SaaS) services used to assist financial planners in providing financial advice featuring software that provides account aggregation, third party account integrations, a personalized investor portal with a global view of the investor's comprehensive financial profile, and compliance and data analytics services

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, September 28, 2018
Primary Code042
First Use Anywhere DateThursday, February 28, 2019
First Use In Commerce DateThursday, February 28, 2019

Trademark Owner History

Party NameFMR LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02210
Party NameFMR LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02210
Party NameFMR LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02210

Trademark Events

Event DateEvent Description
Tuesday, February 16, 2021REGISTERED-PRINCIPAL REGISTER
Wednesday, January 13, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, January 12, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, January 11, 2021STATEMENT OF USE PROCESSING COMPLETE
Wednesday, April 1, 2020USE AMENDMENT FILED
Tuesday, April 7, 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Saturday, April 4, 2020EXTENSION 1 GRANTED
Wednesday, April 1, 2020EXTENSION 1 FILED
Saturday, April 4, 2020CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, April 1, 2020TEAS EXTENSION RECEIVED
Wednesday, April 1, 2020TEAS STATEMENT OF USE RECEIVED
Friday, March 20, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, March 20, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, March 20, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 8, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, August 13, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 13, 2019PUBLISHED FOR OPPOSITION
Wednesday, July 24, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, July 11, 2019ASSIGNED TO LIE
Friday, June 28, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 5, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, June 5, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, June 5, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 5, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, December 5, 2018NON-FINAL ACTION E-MAILED
Wednesday, December 5, 2018NON-FINAL ACTION WRITTEN
Wednesday, November 28, 2018ASSIGNED TO EXAMINER
Friday, September 28, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, September 27, 2018NEW APPLICATION ENTERED IN TRAM

Related Keywords

planning foundational financial investor account services software portal personalized global comprehensive data