| Serial Number | 99019557 |
| Word Mark | MYPLANMEMBER |
| Filing Date | Monday, January 27, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 5, 2026 |
| Registration Number | 8246791 |
| Registration Date | Tuesday, May 5, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 19, 2025 |
| Pseudo Mark | MY PLAN MEMBER |
| Goods and Services | Providing an online, non-downloadable web-based enterprise computer software platform for providing access to a digital enterprise platform delivering content in the form of videos, articles, and calculators, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, including content, resources, and services covering topics on investing and financial, lifestyle and wellness, and family; Providing an online, non-downloadable web-based enterprise computer software platform that provides tools for employers to communicate information to their employees; Providing an online, non-downloadable web-based enterprise computer software platform for providing access to a calculator for entry of numerical and other data for calculating retirement income that also incorporates State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, and financial advice support; Providing an online, non-downloadable web-based enterprise computer software platform for providing access to tools that allow employers to review, measure, and report on employee activity on the enterprise platform, and generates qualified customer leads to financial advisors |
| Goods and Services | downloadable software application for mobile devices for providing access to a digital enterprise platform delivering content in the form of videos, articles, and calculators, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, including content, resources, and services covering topics on investing and financial, lifestyle and wellness, and family; downloadable software application for mobile devices for providing access to enterprise platform tools for employers to communicate information to their employees; downloadable software application for providing access to a calculator for entry of numerical and other data for calculating retirement income that also incorporates State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, and financial advice support |
| 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 | Monday, January 27, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, June 4, 2025 |
| First Use In Commerce Date | Wednesday, June 4, 2025 |
| 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 | Monday, January 27, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, June 4, 2025 |
| First Use In Commerce Date | Wednesday, June 4, 2025 |
| Party Name | PlanMember Financial Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Carpinteria, CA 93013 US |
| Party Name | PlanMember Financial Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Carpinteria, CA 93013 US |
| Party Name | PlanMember Financial Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Carpinteria, CA 93013 US |
| Event Date | Event Description |
| Monday, January 27, 2025 | NEW APPLICATION ENTERED |
| Monday, January 27, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, June 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 8, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, July 9, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 9, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 9, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 15, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 15, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 15, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 16, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 13, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 19, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 19, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 14, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, November 5, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, November 5, 2025 | USE AMENDMENT FILED |
| Tuesday, April 14, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, April 15, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, April 15, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, May 5, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 5, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |