BROKERAGE360
Live / Applied — Second extension granted (statement of use) (as of 14 Jan 2026)
What this means for you
Not registered yet, but its 12 Mar 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98446257
- Mark type
- Stylized text
- Filed
- 12 Mar 2024
- Published for opposition
- 03 Dec 2024
- Attorney of record
- David H. Faux
Goods and services
- Class 036 — Insurance and financial services: Advice relating to investments; Capital investment consulting; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial information provided by electronic means; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research and information services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Investment consultancy; Mutual fund investment; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments
Owner
- PlanScope360, LLC, DURHAM, NC, US
- PlanScope360, LLC, DURHAM, NC, US
Prosecution history
- 15 Jan 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 14 Jan 2026 — SOU EXTENSION 2 GRANTED
- 14 Jan 2026 — SOU EXTENSION 2 FILED
- 14 Jan 2026 — SOU TEAS EXTENSION RECEIVED
- 15 Sept 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 29 May 2025 — SOU EXTENSION 1 GRANTED
- 29 May 2025 — SOU EXTENSION 1 FILED
- 29 May 2025 — SOU TEAS EXTENSION RECEIVED
- 14 Jan 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 03 Dec 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 03 Dec 2024 — PUBLISHED FOR OPPOSITION
- 27 Nov 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 07 Nov 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 30 Oct 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 29 Oct 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE