SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
accepted and acknowledged
on 29 Aug 2024
Last Applicant/ Owned by
7491 N Federal Hwy STE C5-302
Boca Raton
FL
33487
Serial Number
86983476 filed on 10th Jan 2016
Registration Number
5402275 registered on 13th Feb 2018
Correspondent Address
Jefferson F. Scher
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
BRIGHTPLAN
Software as a service (SAAS) services featuring software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in securities and other f Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Software as a service (SAAS) services featuring software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in securities and other financial investment vehicles ] ; providing temporary use of online non-downloadable software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; providing temporary use of non-downloadable cloud-based software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of wealth creation and wealth management; providing temporary use of non-downloadable cloud-based software for educating investors and clients in the field finance; providing temporary use of non-downloadable cloud-based software for enabling users to sign and execute documents
First Use Date in General
18th May 2017
First Use Date in Commerce
01st Nov 2017
Class [036]
Insurance & Financial Services
Provision of financial information in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, tax planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, tax planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; financial services, namely, financial advice, [ investment management, ] financial planning, and financial consultancy; investment advisory services
First Use Date in General
18th May 2017
First Use Date in Commerce
01st Nov 2017
Mark Details
Serial Number
No 86983476
Mark Type
No Service Mark
Attorney Docket Number
No T-3859/2 US
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
| Status Date | Action Taken |
|---|---|
| 29th Aug 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 29th Aug 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 29th Aug 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 09th Feb 2024 | TEAS SECTION 8 & 15 RECEIVED |
| 13th Feb 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 13th Sep 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 13th Sep 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 13th Sep 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 13th Feb 2018 | REGISTERED-PRINCIPAL REGISTER |
| 10th Jan 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |