Serial Number
97327211
Owner
PlanMember Financial CorporationAttorney
Kristin B. KosinskiFirst Use Date
Mar 1, 2022
Filing Date
Mar 23, 2022
BENEFICIARY SUMMARY REPORT Trademark
Serial Number: 97327211 • Registration: 7020977
Trademark Classes
Owner Contact Info
6187 Carpinteria Ave
Carpinteria, CA 93013
Entity Type: 03
Legal Representation
Correspondence Address
Kristin B. Kosinski CISLO & THOMAS LLP
2829 Townsgate Rd., Suite 330
Westlake Village, CA 91361
United States
Trademark Details
Filing Date
March 23, 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 to organize the user's clients and prospective clients financial asset account information, including account description, name, type, balance, number, owner and beneficiary information in a consolidated, easy-to-read digital report, which can be exported in a variety of ways and can facilitate communication with their financial advisor
