PLANMEMBER PREFERENCE

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
97196964
Registration number
6918212
Mark type
Word mark
Filed
30 Dec 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: Individual retirement account services, namely, managing retirement accounts, allocating client funds in a retirement account including adding and removing funds, reallocating and rebalancing an account and placing mutual fund trades without client authorization; Mutual fund advisory services provided by financial advisors

Owner

Prosecution history

  • 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
  • 26 Jul 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 26 Jul 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 06 Dec 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 06 Dec 2022 — REGISTERED-PRINCIPAL REGISTER
  • 20 Sept 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

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