| Serial Number | 98198059 |
| Word Mark | PLANSCOPE360 |
| Filing Date | Tuesday, September 26, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 17, 2024 |
| Registration Number | 7605203 |
| Registration Date | Tuesday, December 17, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 15, 2024 |
| Pseudo Mark | PLAN SCOPE THREE SIX ZERO |
| Pseudo Mark | PLAN SCOPE THREE HUNDRED SIXTY |
| Goods and Services | 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 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 |
| 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, September 26, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 30, 2023 |
| First Use In Commerce Date | Thursday, November 30, 2023 |
| Party Name | VERITY ASSET MANAGEMENT, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | DURHAM, NC 27701 |
| Party Name | VERITY ASSET MANAGEMENT, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | DURHAM, NC 27701 |
| Party Name | VERITY ASSET MANAGEMENT, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | DURHAM, NC 27701 |
| Event Date | Event Description |
| Saturday, December 16, 2023 | AMENDMENT TO USE PROCESSING COMPLETE |
| Tuesday, September 26, 2023 | NEW APPLICATION ENTERED |
| Thursday, December 14, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, December 15, 2023 | TEAS AMENDMENT OF USE RECEIVED |
| Saturday, December 16, 2023 | USE AMENDMENT FILED |
| Friday, May 17, 2024 | ASSIGNED TO EXAMINER |
| Saturday, May 25, 2024 | USE AMENDMENT ACCEPTED |
| Saturday, May 25, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 28, 2024 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Tuesday, June 11, 2024 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Tuesday, July 9, 2024 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Saturday, July 13, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, July 13, 2024 | NON-FINAL ACTION E-MAILED |
| Saturday, July 13, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 25, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 15, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 15, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 17, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 17, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Friday, July 19, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |