Serial Number
98772130
Owner
PlanMember Financial CorporationAttorney
Kristin B. KosinskiFiling Date
Sep 26, 2024
ASSOCIATE MEMBER PROGRAM Trademark
Serial Number: 98772130
Trademark Classes
Owner Contact Info
6187 Carpinteria Ave
Carpinteria, CA 93013
Entity Type: 03
Legal Representation
Correspondence Address
Kristin B. Kosinski Munck Wilson Mandala, LLP
P.O. Drawer 800889
Docket Clerk
Dallas, TX 75380
United States
Trademark Details
Filing Date
September 26, 2024
Registration Date
Not Registered
Goods & Services
downloadable software application for mobile devices that provides access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, such content, resources, and services including topics on investing and financial, lifestyle and wellness, and family; downloadable software application for mobile devices that provides enterprise platform tools for employers to communicate information to their employees, including retirement calculators incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries information, and financial coaching support; and downloadable software application for mobile devices that provides tools that allow employers to review, measure, and report on employee activity on the enterprise platform; and generates qualified customer leads to financial advisors
web-based enterprise platform that provides access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, such content, resources, and services including topics on investing and financial, lifestyle and wellness, and family; web-based enterprise platform that provides enterprise platform tools for employers to communicate information to their employees, including retirement calculators incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries information, and financial coaching support; provides tools that allow employers to review, measure, and report on employee activity on the enterprise platform; and web-based enterprise platform that generates qualified customer leads to financial advisors