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BENEFICIARY PLANNING SYSTEM
Live/Registered
REGISTERED

on 04 Apr 2023

Last Applicant/ Owned by

6187 Carpinteria Ave.

Carpinteria

CA

93013

Serial Number

97368595 filed on 18th Apr 2022

Registration Number

7021004 registered on 04th Apr 2023

in the Supplemental Register

Correspondent Address

Kristin B. Kosinski, Esq.

Kristin B. Kosinski, Esq.

12100 WILSHIRE BLVD., SUITE 1700

LOS ANGELES CA 90025

Filing Basis

1. use application currently

Disclaimer

NO DATA

BENEFICIARY PLANNING SYSTEM

Providing a web-based service featuring technology that enables users, specifically financial advisors, to gather financial asset account information for their clients and prospective clients and enables users to provide financial asset account information, including account description, name, type, balance, number, owner and beneficiary information

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Providing a web-based service featuring technology that enables users, specifically financial advisors, to gather financial asset account information for their clients and prospective clients and enables users to provide financial asset account information, including account description, name, type, balance, number, owner and beneficiary information


First Use Date in General

01st Mar 2022

First Use Date in Commerce

01st Mar 2022

Mark Details


Serial Number

No 97368595

Mark Type

No Service Mark

Attorney Docket Number

No 22-44936

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
04th Apr 2023REGISTERED-SUPPLEMENTAL REGISTER
04th Apr 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
02th Mar 2023LAW OFFICE PUBLICATION REVIEW COMPLETED
01st Mar 2023ASSIGNED TO LIE
09th Feb 2023APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
06th Feb 2023TEAS/EMAIL CORRESPONDENCE ENTERED
31st Jan 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
31st Jan 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
16th Dec 2022NON-FINAL ACTION E-MAILED
16th Dec 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED