Serial Number
86870791
Owner
BrightPlan LLCAttorney
Jefferson F. ScherFirst Use Date
Oct 12, 2018
Filing Date
Jan 10, 2016
BRIGHTPLAN Trademark
Serial Number: 86870791 • Registration: 5955786
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Owner Contact Info
Legal Representation
Correspondence Address
Jefferson F. Scher CARR & FERRELL LLP
411 Borel Avenue, Suite 603
San Mateo, CA 94402
UNITED STATES
Trademark Details
Filing Date
January 10, 2016
Registration Date
January 7, 2020
First Use Anywhere
October 12, 2018
First Use in Commerce
October 12, 2018
Published for Opposition
October 4, 2016
Goods & Services
Educational services, namely, providing webcasts, online workshops, live workshops, and seminars in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles; educational services, namely, classes and seminars in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles
Computer application software for mobile devices, namely, software for enabling users to conduct investment research, perform investment computations, create financial plans, execute securities trades, manage asset allocations in the field of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; computer application software for mobile devices, namely, software for collaborating with others users for purposes of providing financial advice and executing financial transactions; computer application software for mobile devices, namely, software for enabling users to sign and execute documents; downloadable audio, video and multimedia recordings, namely, webcasts and slideshows in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles
providing a website featuring information, namely, digital content in the nature of video, in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; provision of financial information in the fields of estates and trusts and life insurance; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of estates and trusts and life insurance
providing temporary use of non-downloadable cloud-based software for retaining and working with financial advisors; providing temporary use of non-downloadable cloud-based software for use by Registered Investment Advisors and financial planners for working with clients and investors
