BENEFICIARY SUMMARY REPORT
Live / Registered — Registered (as of 04 Apr 2023)
What this means for you
Registered since 04 Apr 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97327211
- Registration number
- 7020977
- Mark type
- Stylized text
- Filed
- 23 Mar 2022
- Registered
- 04 Apr 2023
- Attorney of record
- Kristin B. Kosinski, Esq.
Goods and services
- Class 042 — Scientific and technological services: Providing a web-based service featuring technology that enables users to organize the user's clients and prospective clients financial asset account information, including account description, name, type, balance, number, owner and beneficiary information in a consolidated, easy-to-read digital report, which can be exported in a variety of ways and can facilitate communication with their financial advisor
Owner
- PlanMember Financial Corporation, CARPINTERIA, CA, US
- PlanMember Financial Corporation, Carpinteria, CA, US
Prosecution history
- 26 Jul 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 26 Jul 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 26 Jul 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 26 Jul 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 26 Jul 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 26 Jul 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 04 Apr 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 04 Apr 2023 — REGISTERED-SUPPLEMENTAL REGISTER
- 28 Feb 2023 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 22 Feb 2023 — ASSIGNED TO LIE
- 03 Feb 2023 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 02 Feb 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 01 Feb 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 01 Feb 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 16 Dec 2022 — NOTIFICATION OF NON-FINAL ACTION E-MAILED