| Serial Number | 97022096 |
| Word Mark | PLANMEMBER PEP |
| Filing Date | Friday, September 10, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 20, 2022 |
| Registration Number | 6928003 |
| Registration Date | Tuesday, December 20, 2022 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 4, 2022 |
| NOT AVAILABLE | "PEP" |
| Pseudo Mark | PLAN MEMBER PEP |
| Section 2(f) Limitation Statement | as to "PLANMEMBER" |
| Goods and Services | Financial record keeping services for retirement plans for regulatory compliance purposes and to support employers |
| Goods and Services | Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers involving a pooled retirement plan of multiple employers; Financial administration of retirement plans that allow employers to pool assets with other employers to efficiently offer plans, including 401K plans, to their employees and limit employer's liability and cost |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 29, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, March 30, 2021 |
| First Use In Commerce Date | Tuesday, March 30, 2021 |
| 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 | Monday, August 29, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 30, 2021 |
| First Use In Commerce Date | Tuesday, March 30, 2021 |
| 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 |
| Tuesday, September 14, 2021 | NEW APPLICATION ENTERED |
| Tuesday, October 19, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 4, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, March 15, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 15, 2022 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 15, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, August 4, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, August 4, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, August 5, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 29, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, August 29, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Monday, August 29, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, August 29, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Monday, August 29, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 14, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 4, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 4, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 20, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 20, 2022 | 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 |