PLANMEMBER ADVISOR Trademark

Trademark Overview


On Wednesday, December 15, 2021, a trademark application was filed for PLANMEMBER ADVISOR with the United States Patent and Trademark Office. The USPTO has given the PLANMEMBER ADVISOR trademark a serial number of 97173659. The federal status of this trademark filing is REGISTERED as of Tuesday, December 6, 2022. This trademark is owned by PlanMember Financial Corporation. The PLANMEMBER ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory, planning, and management services, namely, offering, planning, and management of mutual fund portfolios; Investment management of diversified mutual fund portfolios
planmember advisor

General Information


Serial Number97173659
Word MarkPLANMEMBER ADVISOR
Filing DateWednesday, December 15, 2021
Status700 - REGISTERED
Status DateTuesday, December 6, 2022
Registration Number6918180
Registration DateTuesday, December 6, 2022
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 20, 2022

Trademark Statements


Pseudo MarkPLAN MEMBER ADVISOR
Goods and ServicesFinancial advisory, planning, and management services, namely, offering, planning, and management of mutual fund portfolios; Investment management of diversified mutual fund portfolios
Section 2(f) Limitation StatementAs to "PLANMEMBER"
Disclaimer with Predetermined Text"ADVISOR"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, December 20, 2021
Primary Code036
First Use Anywhere DateSaturday, October 1, 2005
First Use In Commerce DateSaturday, October 1, 2005

Trademark Owner History


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

Party NamePlanMember Financial Corporation
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCarpinteria, CA 93013

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

Trademark Events


Event DateEvent Description
Wednesday, July 26, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, July 26, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, July 26, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, July 26, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, July 26, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, July 26, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, December 6, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, December 6, 2022REGISTERED-PRINCIPAL REGISTER
Tuesday, September 20, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 20, 2022PUBLISHED FOR OPPOSITION
Wednesday, August 31, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sunday, August 14, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, June 30, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, June 29, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, June 29, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 15, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 15, 2022NON-FINAL ACTION E-MAILED
Tuesday, March 15, 2022NON-FINAL ACTION WRITTEN
Friday, March 4, 2022ASSIGNED TO EXAMINER
Monday, December 20, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, December 18, 2021NEW APPLICATION ENTERED