BENEFICIARY PLANNING SYSTEM

What this means for you

Registered since 04 Apr 2023. 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 04 Apr 2029: the §8 declaration of use).

Record

Serial number

97368595

Registration number

7021004

Mark type

Word mark

Filed

18 Apr 2022

Registered

04 Apr 2023

Next maintenance filing

§8 declaration of use, due by 04 Apr 2029 (grace period to 04 Oct 2029)

Attorney of record

Kristin B. Kosinski

Goods and services

• Class 042 — Scientific and technological services: Providing a web-based service featuring technology that enables users, specifically financial advisors, to gather financial asset account information for their clients and prospective clients and enables users to provide financial asset account information, including account description, name, type, balance, number, owner and beneficiary information

Owner

• PlanMember Financial Corporation, Carpinteria, CA, US
• PlanMember Financial Corporation, Carpinteria, CA, US

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
• 04 Apr 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
• 04 Apr 2023 — REGISTERED-SUPPLEMENTAL REGISTER
• 02 Mar 2023 — LAW OFFICE PUBLICATION REVIEW COMPLETED