PERSONALIZED RETIREMENT INCOME ANALYSIS Trademark

Trademark Overview

On Wednesday, February 16, 2022, a trademark application was filed for PERSONALIZED RETIREMENT INCOME ANALYSIS with the United States Patent and Trademark Office. The USPTO has given the PERSONALIZED RETIREMENT INCOME ANALYSIS trademark a serial number of 97270541. The federal status of this trademark filing is REGISTERED as of Tuesday, January 16, 2024. This trademark is owned by PlanMember Financial Corporation. The PERSONALIZED RETIREMENT INCOME ANALYSIS trademark is filed in the Insurance & Financial Services category with the following description:

Financial analysis, advisory and consultancy services, namely, creating personalized income and investment strategies for one's retirement years by using a spreadsheet based retirement planning tool
personalized retirement income analysis

General Information

Serial Number97270541
Word MarkPERSONALIZED RETIREMENT INCOME ANALYSIS
Filing DateWednesday, February 16, 2022
Status700 - REGISTERED
Status DateTuesday, January 16, 2024
Registration Number7281301
Registration DateTuesday, January 16, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial analysis, advisory and consultancy services, namely, creating personalized income and investment strategies for one's retirement years by using a spreadsheet based retirement planning tool
NOT AVAILABLE"RETIREMENT INCOME ANALYSIS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, February 22, 2022
Primary Code036
First Use Anywhere DateSunday, December 1, 2013
First Use In Commerce DateSunday, December 1, 2013

Trademark Owner History

Party NamePlanMember Financial Corporation
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCarpinteria, CA 93013
US
Party NamePlanMember Financial Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCarpinteria, CA 93013
US

Trademark Events

Event DateEvent Description
Saturday, February 19, 2022NEW APPLICATION ENTERED
Tuesday, February 22, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 6, 2022ASSIGNED TO EXAMINER
Thursday, October 13, 2022NON-FINAL ACTION WRITTEN
Thursday, October 13, 2022NON-FINAL ACTION E-MAILED
Thursday, October 13, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, February 8, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, February 8, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 9, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, March 15, 2023FINAL REFUSAL WRITTEN
Wednesday, March 15, 2023FINAL REFUSAL E-MAILED
Wednesday, March 15, 2023NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, May 18, 2023EXPARTE APPEAL RECEIVED AT TTAB
Thursday, May 18, 2023JURISDICTION RESTORED TO EXAMINING ATTORNEY
Thursday, May 18, 2023EX PARTE APPEAL-INSTITUTED
Thursday, May 18, 2023TEAS REQUEST FOR RECONSIDERATION RECEIVED
Friday, September 1, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 1, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, September 1, 2023APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Saturday, October 14, 2023EXPARTE APPEAL TERMINATED
Tuesday, January 16, 2024REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, January 16, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Friday, June 19, 2026TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, June 19, 2026APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, June 19, 2026TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, June 19, 2026ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, June 19, 2026TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 19, 2026TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Related Keywords

analysis income retirement personalized years strategies using spreadsheet tool planning based investment