BRIGHTPLAN
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 29 Aug 2024)
What this means for you
Registered since 13 Feb 2018. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86983476
- Registration number
- 5402275
- Mark type
- Stylized text
- Filed
- 10 Jan 2016
- Published for opposition
- 04 Oct 2016
- Registered
- 13 Feb 2018
- Attorney of record
- Jefferson F. Scher
Goods and services
- Class 036 — Insurance and financial services: Provision of financial information in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, tax planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, tax planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; financial services, namely, financial advice, [ investment management, ] financial planning, and financial consultancy; investment advisory services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in securities and other financial investment vehicles ] ; providing temporary use of online non-downloadable software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; providing temporary use of non-downloadable cloud-based software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of wealth creation and wealth management; providing temporary use of non-downloadable cloud-based software for educating investors and clients in the field finance; providing temporary use of non-downloadable cloud-based software for enabling users to sign and execute documents
Owner
- BrightPlan LLC, Boca Raton, FL, US
- BrightPlan LLC, Los Gatos, CA, US
- BrightPlan LLC, Los Gatos, CA, US
Prosecution history
- 29 Aug 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 29 Aug 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 29 Aug 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 09 Feb 2024 — TEAS SECTION 8 & 15 RECEIVED
- 13 Feb 2023 — 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
- 13 Feb 2018 — REGISTERED-PRINCIPAL REGISTER
- 10 Jan 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 09 Jan 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 19 Dec 2017 — STATEMENT OF USE PROCESSING COMPLETE
- 12 Dec 2017 — USE AMENDMENT FILED
- 19 Dec 2017 — DIVISIONAL PROCESSING COMPLETE
- 12 Dec 2017 — DIVISIONAL REQUEST RECEIVED