PERSONALIZED RETIREMENT INCOME ANALYSIS
Live / Registered — Registered (as of 16 Jan 2024)
What this means for you
Registered since 16 Jan 2024. 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 16 Jan 2030: the §8 declaration of use).
Record
- Serial number
- 97270541
- Registration number
- 7281301
- Mark type
- Slogan / phrase
- Filed
- 16 Feb 2022
- Registered
- 16 Jan 2024
- Next maintenance filing
- §8 declaration of use, due by 16 Jan 2030 (grace period to 16 Jul 2030)
- Attorney of record
- Kristin B. Kosinski
Goods and services
- Class 036 — Insurance and financial services: Financial analysis, advisory and consultancy services, namely, creating personalized income and investment strategies for one's retirement years by using a spreadsheet based retirement planning tool
Owner
- PlanMember Financial Corporation, Carpinteria, CA, US
- PlanMember Financial Corporation, Carpinteria, CA, US
Board proceedings on this mark
- Ex Parte Appeal No. 97270541 — PlanMember Financial Corporation, filed 18 May 2023 (Terminated)
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
- 16 Jan 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 16 Jan 2024 — REGISTERED-SUPPLEMENTAL REGISTER
- 14 Oct 2023 — EXPARTE APPEAL TERMINATED
- 01 Sept 2023 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 01 Sept 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 01 Sept 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 18 May 2023 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 18 May 2023 — JURISDICTION RESTORED TO EXAMINING ATTORNEY
- 18 May 2023 — EXPARTE APPEAL RECEIVED AT TTAB