PLANMEMBER Trademark

Trademark Overview


On Tuesday, June 23, 2020, a trademark application was filed for PLANMEMBER with the United States Patent and Trademark Office. The USPTO has given the PLANMEMBER trademark a serial number of 90017026. The federal status of this trademark filing is REGISTERED as of Tuesday, April 13, 2021. This trademark is owned by PlanMember Financial Corporation. The PLANMEMBER trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Financial planning services; financial retirement planning services; financial and investment consulting, and management; investment brokerage services; financial investment brokerage services; funds investment services; financial services, namely mutual fund brokerage, mutual fund distribution and mutual fund investment; Financial administration, management, brokerage and consulting services in the field of mutual fund investment plans; Online financial planning services; online financial retirement planning services; and online financial and investment consulting, and management; investment brokerage services; financial investment brokerage services

Educational services, namely, providing training and seminars to financial advisors related to building a fee based business in the field of investments and retirement planning and distributing course materials in written and computerized form in connection therewith
planmember

General Information


Serial Number90017026
Word MarkPLANMEMBER
Filing DateTuesday, June 23, 2020
Status700 - REGISTERED
Status DateTuesday, April 13, 2021
Registration Number6318746
Registration DateTuesday, April 13, 2021
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 26, 2021

Trademark Statements


Pseudo MarkPLAN MEMBER
Goods and ServicesFinancial planning services; financial retirement planning services; financial and investment consulting, and management; investment brokerage services; financial investment brokerage services; funds investment services; financial services, namely mutual fund brokerage, mutual fund distribution and mutual fund investment; Financial administration, management, brokerage and consulting services in the field of mutual fund investment plans; Online financial planning services; online financial retirement planning services; and online financial and investment consulting, and management; investment brokerage services; financial investment brokerage services
Goods and ServicesEducational services, namely, providing training and seminars to financial advisors related to building a fee based business in the field of investments and retirement planning and distributing course materials in written and computerized form in connection therewith

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 21, 2020
Primary Code036
First Use Anywhere DateWednesday, April 1, 1992
First Use In Commerce DateWednesday, April 1, 1992

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateSaturday, December 5, 2020
Primary Code041
First Use Anywhere DateWednesday, April 1, 1992
First Use In Commerce DateWednesday, April 1, 1992

Trademark Owner History


Party NamePlanMember Financial Corporation
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCARPINTERIA, CA 93013
US

Party NamePlanMember Financial Corporation
Party Type20 - Owner at Publication
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
Friday, June 26, 2020NEW APPLICATION ENTERED
Tuesday, July 21, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 24, 2020ASSIGNED TO EXAMINER
Friday, September 25, 2020NON-FINAL ACTION WRITTEN
Friday, September 25, 2020NON-FINAL ACTION E-MAILED
Friday, September 25, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, September 25, 2020NON-FINAL ACTION WRITTEN
Friday, September 25, 2020NON-FINAL ACTION E-MAILED
Friday, September 25, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 30, 2020NON-FINAL ACTION WRITTEN
Wednesday, September 30, 2020NON-FINAL ACTION E-MAILED
Wednesday, September 30, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, December 4, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 4, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, December 5, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, December 23, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 6, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 26, 2021PUBLISHED FOR OPPOSITION
Tuesday, January 26, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 13, 2021REGISTERED-PRINCIPAL REGISTER
Wednesday, July 26, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, July 26, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, July 26, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, July 26, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, July 26, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, July 26, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, April 13, 2026COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED