| Serial Number | 97270541 |
| Word Mark | PERSONALIZED RETIREMENT INCOME ANALYSIS |
| Filing Date | Wednesday, February 16, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 16, 2024 |
| Registration Number | 7281301 |
| Registration Date | Tuesday, January 16, 2024 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | 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 |
| Disclaimer with Predetermined Text | "RETIREMENT INCOME ANALYSIS" |
| 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 | Tuesday, February 22, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, December 1, 2013 |
| First Use In Commerce Date | Sunday, December 1, 2013 |
| Party Name | PlanMember Financial Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Carpinteria, CA 93013 |
| Party Name | PlanMember Financial Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Carpinteria, CA 93013 |
| Event Date | Event Description |
| Tuesday, January 16, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, January 16, 2024 | REGISTERED-SUPPLEMENTAL REGISTER |
| Saturday, October 14, 2023 | EXPARTE APPEAL TERMINATED |
| Friday, September 1, 2023 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Friday, September 1, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 1, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 18, 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Thursday, May 18, 2023 | EX PARTE APPEAL-INSTITUTED |
| Thursday, May 18, 2023 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Thursday, May 18, 2023 | EXPARTE APPEAL RECEIVED AT TTAB |
| Wednesday, March 15, 2023 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, March 15, 2023 | FINAL REFUSAL E-MAILED |
| Wednesday, March 15, 2023 | FINAL REFUSAL WRITTEN |
| Thursday, February 9, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 8, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 8, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, October 13, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 13, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, October 13, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, October 6, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, February 22, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, February 19, 2022 | NEW APPLICATION ENTERED |