OBJECTIVE-BASED PORTFOLIO PLANNER
Live / Registered — Registered and renewed (as of 18 Aug 2022)
What this means for you
Registered since 14 Aug 2012. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 14 Aug 2022).
Record
- Serial number
- 85495145
- Registration number
- 4192211
- Mark type
- Stylized text
- Filed
- 14 Dec 2011
- Registered
- 14 Aug 2012
- Next maintenance due
- 14 Aug 2022
- Attorney of record
- Rachel V. Nass
Goods and services
- Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software development tools for use in financial analysis in the fields of investment and retirement planning
Owner
- CAPITAL CLIENT GROUP, INC., LOS ANGELES, CA, US
- American Funds Distributors, Inc., Los Angeles, CA, US
- American Funds Distributors, Inc., Los Angeles, CA, US
Prosecution history
- 12 Feb 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 18 Aug 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 18 Aug 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 18 Aug 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 16 Aug 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 24 Feb 2022 — TEAS SECTION 8 & 9 RECEIVED
- 14 Feb 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 14 Feb 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 14 Feb 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 14 Aug 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 09 Oct 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 09 Oct 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 25 Oct 2018 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 25 Oct 2018 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 12 Oct 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED