BRIGHTPLAN
Live / Registered — Registered (as of 07 Jan 2020)
What this means for you
Registered since 07 Jan 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86870791
- Registration number
- 5955786
- Mark type
- Stylized text
- Filed
- 10 Jan 2016
- Published for opposition
- 04 Oct 2016
- Registered
- 07 Jan 2020
- Attorney of record
- Jefferson F. Scher
Goods and services
- Class 009 — Scientific and electric apparatus: Computer application software for mobile devices, namely, software for enabling users to conduct investment research, perform investment computations, create financial plans, execute securities trades, manage asset allocations in the field of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; computer application software for mobile devices, namely, software for collaborating with others users for purposes of providing financial advice and executing financial transactions; computer application software for mobile devices, namely, software for enabling users to sign and execute documents; downloadable audio, video and multimedia recordings, namely, webcasts and slideshows in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles
- Class 036 — Insurance and financial services: providing a website featuring information, namely, digital content in the nature of video, in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; provision of financial information in the fields of estates and trusts and life insurance; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of estates and trusts and life insurance
- Class 041 — Education and entertainment services: Educational services, namely, providing webcasts, online workshops, live workshops, and seminars in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles; educational services, namely, classes and seminars in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles
- Class 042 — Scientific and technological services: providing temporary use of non-downloadable cloud-based software for retaining and working with financial advisors; providing temporary use of non-downloadable cloud-based software for use by Registered Investment Advisors and financial planners for working with clients and investors
Owner
- BrightPlan LLC, San Jose, CA, US
- BrightPlan LLC, San Jose, CA, US
- BrightPlan LLC, Los Gatos, CA, US
Prosecution history
- 07 Jan 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 13 Sept 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 13 Sept 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 13 Sept 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 07 Jan 2020 — REGISTERED-PRINCIPAL REGISTER
- 03 Dec 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 01 Dec 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 26 Nov 2019 — STATEMENT OF USE PROCESSING COMPLETE
- 20 Nov 2019 — USE AMENDMENT FILED
- 20 Nov 2019 — TEAS STATEMENT OF USE RECEIVED
- 21 May 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 20 May 2019 — SOU EXTENSION 5 GRANTED
- 17 May 2019 — SOU EXTENSION 5 FILED
- 17 May 2019 — SOU TEAS EXTENSION RECEIVED
- 29 Nov 2018 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED