FOUNDATIONAL PLANNING

Live / Registered — Registered (as of 16 Feb 2021)

What this means for you

Registered since 16 Feb 2021. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88128720
Registration number
6273246
Mark type
Stylized text
Filed
24 Sept 2018
Published for opposition
13 Aug 2019
Registered
16 Feb 2021

Goods and services

  • Class 042 — Scientific and technological services: software as a service (SaaS) services used to assist financial planners in providing financial advice featuring software that provides account aggregation, third party account integrations, a personalized investor portal with a global view of the investor's comprehensive financial profile, and compliance and data analytics services

Owner

Prosecution history

  • 16 Feb 2026 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 16 Feb 2021 — REGISTERED-PRINCIPAL REGISTER
  • 13 Jan 2021 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 12 Jan 2021 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 11 Jan 2021 — STATEMENT OF USE PROCESSING COMPLETE
  • 01 Apr 2020 — USE AMENDMENT FILED
  • 07 Apr 2020 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 04 Apr 2020 — SOU EXTENSION 1 GRANTED
  • 01 Apr 2020 — SOU EXTENSION 1 FILED
  • 04 Apr 2020 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 01 Apr 2020 — SOU TEAS EXTENSION RECEIVED
  • 01 Apr 2020 — TEAS STATEMENT OF USE RECEIVED
  • 20 Mar 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 Mar 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 20 Mar 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

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