PLANMEMBER PEP Trademark

Trademark Overview

On Friday, September 10, 2021, a trademark application was filed for PLANMEMBER PEP with the United States Patent and Trademark Office. The USPTO has given the PLANMEMBER PEP trademark a serial number of 97022096. The federal status of this trademark filing is REGISTERED as of Tuesday, December 20, 2022. This trademark is owned by PlanMember Financial Corporation. The PLANMEMBER PEP trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

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

Financial record keeping services for retirement plans for regulatory compliance purposes and to support employers
planmember pep

General Information

Serial Number97022096
Word MarkPLANMEMBER PEP
Filing DateFriday, September 10, 2021
Status700 - REGISTERED
Status DateTuesday, December 20, 2022
Registration Number6928003
Registration DateTuesday, December 20, 2022
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 4, 2022

Trademark Statements

Pseudo MarkPLAN MEMBER PEP
Goods and ServicesFinancial 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
Section 2(f) Limitation Statementas to "PLANMEMBER"
Goods and ServicesFinancial record keeping services for retirement plans for regulatory compliance purposes and to support employers
Disclaimer with Predetermined Text"PEP"

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, August 29, 2022
Primary Code035
First Use Anywhere DateTuesday, March 30, 2021
First Use In Commerce DateTuesday, March 30, 2021
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, August 29, 2022
Primary Code036
First Use Anywhere DateTuesday, March 30, 2021
First Use In Commerce DateTuesday, March 30, 2021

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
Wednesday, July 26, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
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
Tuesday, December 20, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, December 20, 2022REGISTERED-PRINCIPAL REGISTER
Tuesday, October 4, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 4, 2022PUBLISHED FOR OPPOSITION
Wednesday, September 14, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, August 29, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, August 29, 2022EXAMINER'S AMENDMENT ENTERED
Monday, August 29, 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, August 29, 2022EXAMINERS AMENDMENT E-MAILED
Monday, August 29, 2022EXAMINERS AMENDMENT -WRITTEN
Friday, August 5, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 4, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 4, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 15, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 15, 2022NON-FINAL ACTION E-MAILED
Tuesday, March 15, 2022NON-FINAL ACTION WRITTEN
Friday, March 4, 2022ASSIGNED TO EXAMINER
Tuesday, October 19, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 14, 2021NEW APPLICATION ENTERED

Related Keywords

planmember retirement employers financial plans services plan administration planning mutual namely