BENEFICIARY PLANNING SYSTEM

Serial Number 97368595
Registration 7021004
700

Registration Progress

Application Filed
Apr 18, 2022
Under Examination
Approved for Publication
Published for Opposition
Registered
Apr 4, 2023

Trademark Image

BENEFICIARY PLANNING SYSTEM

Basic Information

Serial Number
97368595
Registration Number
7021004
Filing Date
April 18, 2022
Registration Date
April 4, 2023
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Apr 4, 2023
Registration
Registered
Classes
042

Rights Holder

PlanMember Financial Corporation

03
Address
6187 CARPINTERIA AVE.
CARPINTERIA, CA 93013

Ownership History

PlanMember Financial Corporation

Original Applicant
03
Carpinteria, CA

PlanMember Financial Corporation

Original Registrant
03
CARPINTERIA, CA

Legal Representation

Attorney
Kristin B. Kosinski, Esq.

USPTO Deadlines

Next Deadline
1241 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2023-04-04)
Due Date
April 04, 2029
Grace Period Ends
October 04, 2029
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

20 events
Date Code Type Description Documents
Jul 26, 2023 EWAF I TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS Loading...
Jul 26, 2023 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Jul 26, 2023 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Jul 26, 2023 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Jul 26, 2023 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Jul 26, 2023 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Apr 4, 2023 NRCS E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Apr 4, 2023 R.SR A REGISTERED-SUPPLEMENTAL REGISTER Loading...
Mar 2, 2023 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Mar 1, 2023 ALIE A ASSIGNED TO LIE Loading...
Feb 9, 2023 CNTA O APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER Loading...
Feb 6, 2023 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Jan 31, 2023 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jan 31, 2023 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Dec 16, 2022 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Dec 16, 2022 GNRT F NON-FINAL ACTION E-MAILED Loading...
Dec 16, 2022 CNRT R NON-FINAL ACTION WRITTEN Loading...
Dec 13, 2022 DOCK D ASSIGNED TO EXAMINER Loading...
Apr 25, 2022 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Apr 21, 2022 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 042
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 Anywhere: Mar 1, 2022
First Use in Commerce: Mar 1, 2022

Classification

International Classes
042

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"SYSTEM"