| Serial Number | 97019895 |
| Word Mark | PLANMEMBER STRATEGIST |
| Filing Date | Thursday, September 9, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 6, 2022 |
| Registration Number | 6916027 |
| Registration Date | Tuesday, December 6, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 20, 2022 |
| Pseudo Mark | PLAN MEMBER STRATEGIST |
| Goods and Services | Financial services, namely, financial advisory services of third-party investment strategists who each offer a series of professionally managed mutual portfolios that are managed according to the investment approach of each individual strategist to assist investors with strategizing investments, assessing risk, choosing investment products, and managing investor portfolios |
| Section 2(f) Limitation Statement | as to "PLANMEMBER" |
| Disclaimer with Predetermined Text | "STRATEGIST" |
| 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, October 19, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 1, 2009 |
| First Use In Commerce Date | Friday, May 1, 2009 |
| Party Name | PlanMember Financial Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | CARPINTERIA, CA 93013 |
| 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, July 26, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, July 26, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 26, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 26, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, July 26, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, July 26, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, December 6, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, December 6, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 20, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 20, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 31, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Sunday, August 14, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, July 1, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, June 30, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 30, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 15, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 15, 2022 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 15, 2022 | NON-FINAL ACTION WRITTEN |
| Friday, March 4, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, October 19, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, September 13, 2021 | NEW APPLICATION ENTERED |