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PLANMEMBER FINTECHCONNECT
Live/Pending
NOTICE OF ALLOWANCE - ISSUED

issued

on 10 Dec 2024

Last Applicant/ Owned by

6187 CARPINTERIA AVE.

CARPINTERIA

CA

93013

Serial Number

98369883 filed on 22nd Jan 2024

Registration Number

N/A

Correspondent Address

Kristin B. Kosinski

Kristin B. Kosinski Munck Wilson Mandala, LLP

Docket Clerk

Dallas, TX 75380

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

PLANMEMBER FINTECHCONNECT

Providing online non-downloadable software platforms for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, for accessing educational materials in the field of financial planning and strategies, for use by fina Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Providing online non-downloadable software platforms for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, for accessing educational materials in the field of financial planning and strategies, for use by financial service providers to manage their practice; Providing temporary use of on-line non-downloadable software development tools for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, for accessing educational materials in the field of financial planning and strategies, for use by financial service advisors to manage clients, maintain their practice, and handle new business


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98369883

Mark Type

No Service Mark

Attorney Docket Number

No

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
10th Dec 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
29th Oct 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
29th Oct 2024PUBLISHED FOR OPPOSITION
09th Oct 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
23rd Sep 2024APPROVED FOR PUB - PRINCIPAL REGISTER
19th Sep 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
19th Sep 2024TEAS/EMAIL CORRESPONDENCE ENTERED
19th Sep 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
27th Aug 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
27th Aug 2024NON-FINAL ACTION E-MAILED