PLANMEMBER STRATEGIST
Live / Registered — Registered (as of 06 Dec 2022)
What this means for you
Registered since 06 Dec 2022. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 06 Dec 2028: the §8 declaration of use).
Record
- Serial number
- 97019895
- Registration number
- 6916027
- Mark type
- Word mark
- Filed
- 09 Sept 2021
- Published for opposition
- 20 Sept 2022
- Registered
- 06 Dec 2022
- Next maintenance filing
- §8 declaration of use, due by 06 Dec 2028 (grace period to 06 Jun 2029)
- Attorney of record
- Kristin B. Kosinski
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, financial advisory services of third-party investment strategists who each offer a series of professionally managed mutual portfolios that are managed according to the investment approach of each individual strategist to assist investors with strategizing investments, assessing risk, choosing investment products, and managing investor portfolios
Owner
- PlanMember Financial Corporation, Carpinteria, CA, US
- PlanMember Financial Corporation, Carpinteria, CA, US
- PlanMember Financial Corporation, Carpinteria, CA, US
Prosecution history
- 05 Nov 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 05 Nov 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 05 Nov 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 05 Nov 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 05 Nov 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 19 Jun 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 19 Jun 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 19 Jun 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 19 Jun 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 19 Jun 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 19 Jun 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 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