| Serial Number | 97259633 |
| Word Mark | PLANMEMBER INVESTMENT & SAVINGS PROGRAM |
| Filing Date | Wednesday, February 9, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 30, 2023 |
| Registration Number | 7065689 |
| Registration Date | Tuesday, May 30, 2023 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 14, 2023 |
| NOT AVAILABLE | "INVESTMENT & SAVINGS PROGRAM" |
| Pseudo Mark | PLAN MEMBER INVESTMENT AND SAVINGS PROGRAM |
| Section 2(f) Limitation Statement | As to "PLANMEMBER" |
| Goods and Services | A full service financial services program for retirement planning and investing consisting of personalized financial planning for retirement, professional investment advice, and investment expertise and consultation in the field of retirement; a financial services program for individual retirement accounts (IRAs) and nonqualified accounts offering, in particular, funds investment, investment management of and distribution of annuities, professional financial management of mutual fund portfolios, individual mutual fund investments, strategic financial advisory services based on third-party strategist portfolios, and issuance and administration of annuity products |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, February 15, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, December 1, 2011 |
| First Use In Commerce Date | Thursday, December 1, 2011 |
| Party Name | PlanMember Financial Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Carpinteria, CA 93013 US |
| Party Name | PlanMember Financial Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Carpinteria, CA 93013 US |
| Party Name | PlanMember Financial Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Carpinteria, CA 93013 US |
| Event Date | Event Description |
| Saturday, February 12, 2022 | NEW APPLICATION ENTERED |
| Tuesday, February 15, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 6, 2022 | ASSIGNED TO EXAMINER |
| Thursday, October 13, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, October 13, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, October 13, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, January 6, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, January 6, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, January 7, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, February 6, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 22, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 14, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 14, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 30, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 30, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, July 26, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, July 26, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, July 26, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, July 26, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 26, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 26, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, June 19, 2026 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, June 19, 2026 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, June 19, 2026 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, June 19, 2026 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, June 19, 2026 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, June 19, 2026 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |