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PLANMEMBER PREFERENCE
Live/Registered
REGISTERED

on 06 Dec 2022

Last Applicant/ Owned by

6187 Carpinteria Avenue

Carpinteria

CA

93013

Serial Number

97196964 filed on 30th Dec 2021

Registration Number

6918212 registered on 06th 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 PREFERENCE

Individual retirement account services, namely, managing retirement accounts, allocating client funds in a retirement account including adding and removing funds, reallocating and rebalancing an account and placing mutual fund trades without client authorization; Mutual fund advisory services provided by financial advisors

Classification Information


Class [036]
Insurance & Financial Services


Individual retirement account services, namely, managing retirement accounts, allocating client funds in a retirement account including adding and removing funds, reallocating and rebalancing an account and placing mutual fund trades without client authorization; Mutual fund advisory services provided by financial advisors


First Use Date in General

01st Dec 2014

First Use Date in Commerce

01st Dec 2014

Specimens


PLANMEMBER PREFERENCE specimen

Mark Details


Serial Number

No 97196964

Mark Type

No Service Mark

Attorney Docket Number

No 21-44300

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
06th Dec 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
06th Dec 2022REGISTERED-PRINCIPAL REGISTER
20th Sep 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
20th Sep 2022PUBLISHED FOR OPPOSITION
31st Aug 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
14th Aug 2022APPROVED FOR PUB - PRINCIPAL REGISTER
01st Jul 2022TEAS/EMAIL CORRESPONDENCE ENTERED
01st Jul 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
01st Jul 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
15th Mar 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED