PLANVISUALIZER
Live / Registered — Registered (as of 07 Jan 2025)
What this means for you
Registered since 07 Jan 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98228096
- Registration number
- 7638903
- Mark type
- Stylized text
- Filed
- 17 Oct 2023
- Published for opposition
- 19 Nov 2024
- Registered
- 07 Jan 2025
- Attorney of record
- Jordan Arnot Leahey
Goods and services
- Class 036 — Insurance and financial services: Financial investment analysis; Financial planning analysis; Providing financial information the fields of financial planning, investments, benefit plans, and retirement; Provision of financial information; Providing financial advisory services, namely, financial advisory services rendered online; Financial advisory services in the nature of assessing and analyzing retirement data and parameters for optimizing financial planning and financial programs; Providing financial information pertaining to finance, benefit plans, investments and retirement planning, through electronic means; Providing financial information consisting of financial updates, information, opinion and advice accessible via computer networks and communication networks, including global computer networks for display on mobile devices; Financial advisory services in the nature of financial modeling; Consulting services in the field of employee benefit plans concerning insurance and finance accessible via computer networks, including global computer networks for display on mobile devices; Providing information in the field of employee financial benefit plans accessible via computer networks, including global computer networks for display on mobile devices
- Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software applications for accessing data analysis in the field of finance, investments, benefit plans, and retirement; Providing temporary use of online non-downloadable software applications for accessing data analysis; Providing temporary use of on-line non-downloadable software and applications for analyzing and assessing data in the field of benefit plans, investments, retirement, and finance; Providing temporary use of on-line non-downloadable software for use by financial service providers to track and test information relating to benefit plans, investments, retirement, and finance; Providing temporary use of on-line non-downloadable software for use by financial service providers for financial and benefit plan modeling and predictions
Owner
- PUTNAM U.S. HOLDINGS I, LLC, Boston, MA, US
- PUTNAM U.S. HOLDINGS I, LLC, Boston, MA, US
- PUTNAM U.S. HOLDINGS I, LLC, Boston, MA, US
- Putnam Investments, LLC, Boston, MA, US
Prior registrations
Prosecution history
- 07 Jan 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 07 Jan 2025 — REGISTERED-PRINCIPAL REGISTER
- 19 Nov 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 19 Nov 2024 — PUBLISHED FOR OPPOSITION
- 13 Nov 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 08 Oct 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 26 Aug 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 26 Aug 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 13 Aug 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 13 Aug 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 13 Aug 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 13 Jun 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 13 Jun 2024 — NON-FINAL ACTION E-MAILED
- 13 Jun 2024 — NON-FINAL ACTION WRITTEN
- 03 Jun 2024 — ASSIGNED TO EXAMINER