PLANVISUALIZER Trademark
Trademark Overview
On Tuesday, October 17, 2023, a trademark application was filed for PLANVISUALIZER with the United States Patent and Trademark Office. The USPTO has given the PLANVISUALIZER trademark a serial number of 98228096. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, November 19, 2024. This trademark is owned by Putnam Investments, LLC. The PLANVISUALIZER trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
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 networ...
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
General Information
| Serial Number | 98228096 |
| Word Mark | PLANVISUALIZER |
| Filing Date | Tuesday, October 17, 2023 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, November 19, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 19, 2024 |
Trademark Statements
| 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 |
Classification Information
| 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 |
Trademark Owner History
| 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 |
Trademark Events
| 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 |
