THE COLLABORATIVE PLANNER
Live / Registered — Registered (as of 30 Sept 2025)
What this means for you
Registered since 30 Sept 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98638477
- Registration number
- 7970944
- Mark type
- Stylized text
- Filed
- 09 Jul 2024
- Registered
- 30 Sept 2025
- Attorney of record
- Michael K. Kinney
Goods and services
- Class 042 — Scientific and technological services: Providing temporary use of non-downloadable software for financial planning; Providing temporary use of non-downloadable software for analyzing client's financial assets and income to make decisions related to retirement and spending based on assets and income saved
Owner
- IMPACTING ADVISORS LLC, GLASTONBURY, CT, US
- IMPACTING ADVISORS LLC, GLASTONBURY, CT, US
- AdviceOne, LLC, Glastonbury, CT, US
Prosecution history
- 30 Sept 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 30 Sept 2025 — REGISTERED-SUPPLEMENTAL REGISTER
- 29 Aug 2025 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 14 Aug 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 14 Aug 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 14 Aug 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 04 Aug 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 15 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 15 Jul 2025 — NON-FINAL ACTION E-MAILED
- 15 Jul 2025 — NON-FINAL ACTION WRITTEN
- 15 Jul 2025 — USE AMENDMENT ACCEPTED
- 02 Jul 2025 — AMENDMENT TO USE PROCESSING COMPLETE
- 02 Jul 2025 — USE AMENDMENT FILED
- 02 Jul 2025 — TEAS AMENDMENT OF USE RECEIVED
- 02 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED