| Serial Number | 98228096 |
| Word Mark | PLANVISUALIZER |
| Filing Date | Tuesday, October 17, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 7, 2025 |
| Registration Number | 7638903 |
| Registration Date | Tuesday, January 7, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 19, 2024 |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 04/18/2011 |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 04/18/2011 |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 04/18/2011 |
| Pseudo Mark | PLAN VISUALIZER |
| Goods and Services | Financial investment analysis; Financial planning analysis; Providing financial information the fields of financial planning, investments, benefit plans, and retirement; Provision of financial information; Providing financial advisory services, namely, financial advisory services rendered online; Financial advisory services in the nature of assessing and analyzing retirement data and parameters for optimizing financial planning and financial programs; Providing financial information pertaining to finance, benefit plans, investments and retirement planning, through electronic means; Providing financial information consisting of financial updates, information, opinion and advice accessible via computer networks and communication networks, including global computer networks for display on mobile devices; Financial advisory services in the nature of financial modeling; Consulting services in the field of employee benefit plans concerning insurance and finance accessible via computer networks, including global computer networks for display on mobile devices; Providing information in the field of employee financial benefit plans accessible via computer networks, including global computer networks for display on mobile devices |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 04/18/2011 |
| Goods and Services | Providing temporary use of online non-downloadable software applications for accessing data analysis in the field of finance, investments, benefit plans, and retirement; Providing temporary use of online non-downloadable software applications for accessing data analysis; Providing temporary use of on-line non-downloadable software and applications for analyzing and assessing data in the field of benefit plans, investments, retirement, and finance; Providing temporary use of on-line non-downloadable software for use by financial service providers to track and test information relating to benefit plans, investments, retirement, and finance; Providing temporary use of on-line non-downloadable software for use by financial service providers for financial and benefit plan modeling and predictions |
| 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 24, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, September 30, 2017 |
| First Use In Commerce Date | Saturday, September 30, 2017 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 24, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Saturday, September 30, 2017 |
| First Use In Commerce Date | Saturday, September 30, 2017 |
| Party Name | PUTNAM U.S. HOLDINGS I, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02110 |
| Party Name | PUTNAM U.S. HOLDINGS I, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02110 |
| Party Name | PUTNAM U.S. HOLDINGS I, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02110 |
| Party Name | Putnam Investments, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02110 |
| Event Date | Event Description |
| Friday, October 20, 2023 | NEW APPLICATION ENTERED |
| Tuesday, October 24, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 24, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, January 26, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, January 26, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, January 26, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, January 26, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, January 26, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, June 3, 2024 | ASSIGNED TO EXAMINER |
| Thursday, June 13, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, June 13, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 13, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 13, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, August 13, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 13, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, August 26, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, August 26, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 26, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, October 8, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 13, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 19, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 19, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 7, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 7, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |