THE COLLABORATIVE PLANNER Trademark
Trademark Overview
On Tuesday, July 9, 2024, a trademark application was filed for THE COLLABORATIVE PLANNER with the United States Patent and Trademark Office. The USPTO has given the THE COLLABORATIVE PLANNER trademark a serial number of 98638477. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Thursday, August 14, 2025. This trademark is owned by AdviceOne, LLC. The THE COLLABORATIVE PLANNER trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Providing temporary use of non-downloadable software for financial planning; Providing temporary use of non-downloadable software for analyzing client's financial assets and income to make decisions related to retirement and spending based on assets and income saved
General Information
| Serial Number | 98638477 |
| Word Mark | THE COLLABORATIVE PLANNER |
| Filing Date | Tuesday, July 9, 2024 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Thursday, August 14, 2025 |
| 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 | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | "planner" |
| Goods and Services | Providing temporary use of non-downloadable software for financial planning; Providing temporary use of non-downloadable software for analyzing client's financial assets and income to make decisions related to retirement and spending based on assets and income saved |
Classification Information
| 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, July 9, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, September 27, 2024 |
| First Use In Commerce Date | Friday, September 27, 2024 |
Trademark Owner History
| Party Name | IMPACTING ADVISORS LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | GLASTONBURY, CT 06033 |
| Party Name | AdviceOne, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Glastonbury, CT 06033 |
Trademark Events
| Event Date | Event Description |
| Tuesday, July 9, 2024 | NEW APPLICATION ENTERED |
| Tuesday, July 9, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 30, 2024 | ASSIGNED TO EXAMINER |
| Monday, January 6, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, January 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 6, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 2, 2025 | AMENDMENT TO USE PROCESSING COMPLETE |
| Wednesday, July 2, 2025 | USE AMENDMENT FILED |
| Monday, March 31, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, March 31, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, July 2, 2025 | TEAS AMENDMENT OF USE RECEIVED |
| Wednesday, July 2, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 15, 2025 | USE AMENDMENT ACCEPTED |
| Tuesday, July 15, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, August 14, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, August 14, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, August 14, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 4, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, July 15, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 15, 2025 | NON-FINAL ACTION WRITTEN |
