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 Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 20, 2022

Trademark Statements

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"
NOT AVAILABLE"ADVISOR"
Pseudo MarkPLAN MEMBER 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
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
Saturday, December 18, 2021NEW APPLICATION ENTERED
Monday, December 20, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, March 4, 2022ASSIGNED TO EXAMINER
Tuesday, March 15, 2022NON-FINAL ACTION WRITTEN
Tuesday, March 15, 2022NON-FINAL ACTION E-MAILED
Tuesday, March 15, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 29, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, June 29, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 30, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, August 14, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 31, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 20, 2022PUBLISHED FOR OPPOSITION
Tuesday, September 20, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 6, 2022REGISTERED-PRINCIPAL REGISTER
Tuesday, December 6, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
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
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

advisor planmember management fund portfolios mutual planning diversified investment namely advisory services