PLANMEMBER PREFERENCE Trademark

Trademark Overview


On Thursday, December 30, 2021, a trademark application was filed for PLANMEMBER PREFERENCE with the United States Patent and Trademark Office. The USPTO has given the PLANMEMBER PREFERENCE trademark a serial number of 97196964. The federal status of this trademark filing is REGISTERED as of Tuesday, December 6, 2022. This trademark is owned by PlanMember Financial Corporation. The PLANMEMBER PREFERENCE trademark is filed in the Insurance & Financial Services category with the following description:

Individual retirement account services, namely, managing retirement accounts, allocating client funds in a retirement account including adding and removing funds, reallocating and rebalancing an account and placing mutual fund trades without client authorization; Mutual fund advisory services provided by financial advisors
planmember preference

General Information


Serial Number97196964
Word MarkPLANMEMBER PREFERENCE
Filing DateThursday, December 30, 2021
Status700 - REGISTERED
Status DateTuesday, December 6, 2022
Registration Number6918212
Registration DateTuesday, December 6, 2022
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 20, 2022

Trademark Statements


Pseudo MarkPLAN MEMBER PREFERENCE
Goods and ServicesIndividual retirement account services, namely, managing retirement accounts, allocating client funds in a retirement account including adding and removing funds, reallocating and rebalancing an account and placing mutual fund trades without client authorization; Mutual fund advisory services provided by financial advisors
Section 2(f) Limitation Statementas to "PLANMEMBER"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 5, 2022
Primary Code036
First Use Anywhere DateMonday, December 1, 2014
First Use In Commerce DateMonday, December 1, 2014

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 6, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, December 6, 2022REGISTERED-PRINCIPAL REGISTER
Tuesday, September 20, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 20, 2022PUBLISHED FOR OPPOSITION
Wednesday, August 31, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sunday, August 14, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, July 1, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 1, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 1, 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
Wednesday, January 5, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, January 3, 2022NEW APPLICATION ENTERED