TrademarkDir
BENEFICIARY PLANNING SYSTEM
LIVE

Serial Number

97368595

Owner

PlanMember Financial Corporation

Attorney

Kristin B. Kosinski

First Use Date

Mar 1, 2022

Filing Date

Apr 18, 2022

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BENEFICIARY PLANNING SYSTEM Trademark

Serial Number: 97368595 • Registration: 7021004

BENEFICIARY PLANNING SYSTEM is a trademark filed by PlanMember Financial Corporation on April 18, 2022. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

PlanMember Financial Corporation (68 trademarks)

6187 Carpinteria Ave
Carpinteria, CA 93013

Entity Type: 03

Trademark Details

Filing Date

April 18, 2022

Registration Date

April 4, 2023

First Use Anywhere

March 1, 2022

First Use in Commerce

March 1, 2022

Goods & 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

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jun 19, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 19, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 19, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 19, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 19, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 19, 2026 COAR
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jul 26, 2023 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 26, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 26, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 26, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jul 26, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jul 26, 2023 COAR
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Apr 4, 2023 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Apr 4, 2023 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Mar 2, 2023 PREV
ASSIGNED TO LIE
Mar 1, 2023 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Feb 9, 2023 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 6, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 31, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 31, 2023 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 16, 2022 GNRN
NON-FINAL ACTION E-MAILED
Dec 16, 2022 GNRT
NON-FINAL ACTION WRITTEN
Dec 16, 2022 CNRT
ASSIGNED TO EXAMINER
Dec 13, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 25, 2022 NWOS
NEW APPLICATION ENTERED
Apr 21, 2022 NWAP

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