PLANSCOPE360 Trademark

Trademark Overview


On Tuesday, September 26, 2023, a trademark application was filed for PLANSCOPE360 with the United States Patent and Trademark Office. The USPTO has given the PLANSCOPE360 trademark a serial number of 98198059. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, October 15, 2024. This trademark is owned by VERITY ASSET MANAGEMENT, INC.. The PLANSCOPE360 trademark is filed in the Insurance & Financial Services category with the following description:

Advice relating to investments; Capital investment consulting; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial information provided by electronic means; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research and information services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixe...
planscope360

General Information


Serial Number98198059
Word MarkPLANSCOPE360
Filing DateTuesday, September 26, 2023
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, October 15, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 15, 2024

Trademark Statements


Pseudo MarkPLAN SCOPE THREE SIX ZERO
Pseudo MarkPLAN SCOPE THREE HUNDRED SIXTY
Goods and ServicesAdvice relating to investments; Capital investment consulting; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial information provided by electronic means; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research and information services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Investment consultancy; Mutual fund investment; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 26, 2023
Primary Code036
First Use Anywhere DateThursday, November 30, 2023
First Use In Commerce DateThursday, November 30, 2023

Trademark Owner History


Party NameVERITY ASSET MANAGEMENT, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressDURHAM, NC 27701

Party NameVERITY ASSET MANAGEMENT, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDURHAM, NC 27701

Trademark Events


Event DateEvent Description
Tuesday, September 26, 2023NEW APPLICATION ENTERED
Thursday, December 14, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, December 15, 2023TEAS AMENDMENT OF USE RECEIVED
Saturday, December 16, 2023USE AMENDMENT FILED
Saturday, December 16, 2023AMENDMENT TO USE PROCESSING COMPLETE
Friday, May 17, 2024ASSIGNED TO EXAMINER
Saturday, May 25, 2024USE AMENDMENT ACCEPTED
Saturday, May 25, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 11, 2024WITHDRAWN FROM PUB - OG REVIEW QUERY
Tuesday, July 9, 2024PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, May 28, 2024NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Saturday, July 13, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, July 13, 2024NON-FINAL ACTION E-MAILED
Saturday, July 13, 2024NON-FINAL ACTION WRITTEN
Friday, July 19, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 25, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 15, 2024PUBLISHED FOR OPPOSITION
Tuesday, October 15, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED