PLANMEMBER FINANCIAL CENTERCONNECT Trademark

Trademark Overview


On Friday, February 4, 2022, a trademark application was filed for PLANMEMBER FINANCIAL CENTERCONNECT with the United States Patent and Trademark Office. The USPTO has given the PLANMEMBER FINANCIAL CENTERCONNECT trademark a serial number of 97254214. The federal status of this trademark filing is REGISTERED as of Tuesday, October 24, 2023. This trademark is owned by PlanMember Financial Corporation. The PLANMEMBER FINANCIAL CENTERCONNECT trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Platform as a service (PAAS) featuring computer software platforms for financial centers to manage their business and the business conducted in connection with each financial center, namely, platforms to view business summaries of their independent financial professionals, to generate reports by product or by employer group, to review sales and rollover reports, to track goals, track new client activity
planmember financial centerconnect

General Information


Serial Number97254214
Word MarkPLANMEMBER FINANCIAL CENTERCONNECT
Filing DateFriday, February 4, 2022
Status700 - REGISTERED
Status DateTuesday, October 24, 2023
Registration Number7198830
Registration DateTuesday, October 24, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 8, 2023

Trademark Statements


Pseudo MarkPLAN MEMBER FINANCIAL CENTER CONNECT
Section 2(f) Limitation Statementas to "PLANMEMBER"
Disclaimer with Predetermined Text"FINANCIAL"
Goods and ServicesPlatform as a service (PAAS) featuring computer software platforms for financial centers to manage their business and the business conducted in connection with each financial center, namely, platforms to view business summaries of their independent financial professionals, to generate reports by product or by employer group, to review sales and rollover reports, to track goals, track new client activity

Classification Information


International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, February 3, 2023
Primary Code042
First Use Anywhere DateMonday, June 1, 2020
First Use In Commerce DateMonday, June 1, 2020

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
Tuesday, October 24, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, October 24, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, August 8, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 8, 2023PUBLISHED FOR OPPOSITION
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
Wednesday, July 19, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, July 5, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 5, 2023EXAMINER'S AMENDMENT ENTERED
Wednesday, July 5, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, July 5, 2023EXAMINERS AMENDMENT E-MAILED
Wednesday, July 5, 2023EXAMINERS AMENDMENT -WRITTEN
Thursday, June 1, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, June 1, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 1, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 10, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 10, 2023NON-FINAL ACTION E-MAILED
Friday, March 10, 2023NON-FINAL ACTION WRITTEN
Friday, February 3, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, February 2, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 2, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, October 14, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, October 14, 2022NON-FINAL ACTION E-MAILED
Friday, October 14, 2022NON-FINAL ACTION WRITTEN
Thursday, October 6, 2022ASSIGNED TO EXAMINER
Wednesday, February 9, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, February 8, 2022NEW APPLICATION ENTERED