| Serial Number | 98369883 |
| Word Mark | PLANMEMBER FINTECHCONNECT |
| Filing Date | Monday, January 22, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, December 10, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 29, 2024 |
| Pseudo Mark | PLAN MEMBER FINTECH CONNECT |
| Section 2(f) Limitation Statement | As to "PLANMEMBER" |
| Goods and Services | Providing online non-downloadable software platforms for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, for accessing educational materials in the field of financial planning and strategies, for use by financial service providers to manage their practice; Providing temporary use of on-line non-downloadable software development tools for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, for accessing educational materials in the field of financial planning and strategies, for use by financial service advisors to manage clients, maintain their practice, and handle new business |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, January 22, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | PlanMember Financial Corporation |
| Party Type | 20 - Owner at Publication |
| 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 |
| Wednesday, May 22, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 16, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, August 27, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, January 22, 2024 | NEW APPLICATION ENTERED |
| Wednesday, February 7, 2024 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Tuesday, August 27, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 27, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, September 19, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 19, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, September 19, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, September 23, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 9, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 29, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 29, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 10, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |