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PLANMEMBER PEP
Live/Registered
REGISTERED

on 20 Dec 2022

Last Applicant/ Owned by

6187 Carpinteria Avenue

Carpinteria

CA

93013

Serial Number

97022096 filed on 10th Sep 2021

Registration Number

6928003 registered on 20th Dec 2022

in the Principal 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

PLANMEMBER PEP

Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers involving a pooled retirement pla Read More

Classification Information


Class [035]
Advertising, Business & Retail Services


Financial record keeping services for retirement plans for regulatory compliance purposes and to support employers


First Use Date in General

30th Mar 2021

First Use Date in Commerce

30th Mar 2021

Class [036]
Insurance & Financial Services


Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers involving a pooled retirement plan of multiple employers; Financial administration of retirement plans that allow employers to pool assets with other employers to efficiently offer plans, including 401K plans, to their employees and limit employer's liability and cost


First Use Date in General

30th Mar 2021

First Use Date in Commerce

30th Mar 2021

Specimens


PLANMEMBER PEP specimen

Mark Details


Serial Number

No 97022096

Mark Type

No Service Mark

Attorney Docket Number

No 21-44363

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
20th Dec 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
20th Dec 2022REGISTERED-PRINCIPAL REGISTER
04th Oct 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04th Oct 2022PUBLISHED FOR OPPOSITION
14th Sep 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
29th Aug 2022APPROVED FOR PUB - PRINCIPAL REGISTER
29th Aug 2022EXAMINER'S AMENDMENT ENTERED
29th Aug 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
29th Aug 2022EXAMINERS AMENDMENT E-MAILED
29th Aug 2022EXAMINERS AMENDMENT -WRITTEN