PLANMEMBERCONNECT Trademark

Trademark Overview


On Tuesday, August 11, 2020, a trademark application was filed for PLANMEMBERCONNECT with the United States Patent and Trademark Office. The USPTO has given the PLANMEMBERCONNECT trademark a serial number of 90106415. The federal status of this trademark filing is REGISTERED as of Tuesday, September 28, 2021. This trademark is owned by PlanMember Financial Corporation. The PLANMEMBERCONNECT trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Platform as a service (PAAS) featuring computer software platforms for independent financial professionals for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, and for accessing educational materials in the field of financial planning and strategies; Providing temporary use of online non-downloadable computer application software for independent financial professionals for managing and opening retirement accounts, for managing finances, for accessing marketing materials, for accessing sales support, for accessing customer service, for accessing client data and for accessing educational offerings in the field of financial planning and strategies
planmemberconnect

General Information


Serial Number90106415
Word MarkPLANMEMBERCONNECT
Filing DateTuesday, August 11, 2020
Status700 - REGISTERED
Status DateTuesday, September 28, 2021
Registration Number6496727
Registration DateTuesday, September 28, 2021
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 13, 2021

Trademark Statements


Goods and ServicesPlatform as a service (PAAS) featuring computer software platforms for independent financial professionals for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, and for accessing educational materials in the field of financial planning and strategies; Providing temporary use of online non-downloadable computer application software for independent financial professionals for managing and opening retirement accounts, for managing finances, for accessing marketing materials, for accessing sales support, for accessing customer service, for accessing client data and for accessing educational offerings in the field of financial planning and strategies
Pseudo MarkPLAN MEMBER CONNECT

Classification Information


International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, May 12, 2021
Primary Code042
First Use Anywhere DateWednesday, January 1, 2020
First Use In Commerce DateWednesday, January 1, 2020

Trademark Owner History


Party NamePlanMember Financial Corporation
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCarpinteria, CA 93013
US

Party NamePlanMember Financial Corporation
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCarpinteria, CA 93013
US

Party NamePlanMember Financial Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCarpinteria, CA 93013
US

Trademark Events


Event DateEvent Description
Friday, August 14, 2020NEW APPLICATION ENTERED
Friday, September 11, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, December 4, 2020ASSIGNED TO EXAMINER
Friday, December 11, 2020NON-FINAL ACTION WRITTEN
Friday, December 11, 2020NON-FINAL ACTION E-MAILED
Friday, December 11, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, May 11, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, May 11, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, May 12, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, June 4, 2021EXAMINERS AMENDMENT -WRITTEN
Friday, June 4, 2021EXAMINERS AMENDMENT E-MAILED
Friday, June 4, 2021NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, June 4, 2021EXAMINER'S AMENDMENT ENTERED
Tuesday, June 8, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 23, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 13, 2021PUBLISHED FOR OPPOSITION
Tuesday, July 13, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 28, 2021REGISTERED-PRINCIPAL REGISTER
Wednesday, July 26, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, July 26, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, July 26, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, July 26, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, July 26, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, July 26, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, June 19, 2026TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, June 19, 2026APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, June 19, 2026TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, June 19, 2026ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, June 19, 2026TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 19, 2026TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS