BROKERAGE360
LIVE

Serial Number

98446257

Owner

PlanScope360, LLC

Attorney

David H. Faux

Filing Date

Mar 12, 2024

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BROKERAGE360 Trademark

Serial Number: 98446257

BROKERAGE360 is a trademark filed by PlanScope360, LLC on March 12, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

PlanScope360, LLC

280 S. MANGUM STREET
DURHAM, NC 27701

Entity Type: 16

Trademark Details

Filing Date

March 12, 2024

Registration Date

Not Registered

Published for Opposition

December 3, 2024

Goods & Services

Advice relating to investments; Capital investment consulting; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial information provided by electronic means; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research and information services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Investment consultancy; Mutual fund investment; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments

Filing History

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jan 15, 2026 EXRA
SOU EXTENSION 2 GRANTED
Jan 14, 2026 EX2G
SOU EXTENSION 2 FILED
Jan 14, 2026 EXT2
SOU TEAS EXTENSION RECEIVED
Jan 14, 2026 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Sep 15, 2025 EXRA
SOU EXTENSION 1 GRANTED
May 29, 2025 EX1G
SOU EXTENSION 1 FILED
May 29, 2025 EXT1
SOU TEAS EXTENSION RECEIVED
May 29, 2025 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jan 14, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 3, 2024 NPUB
PUBLISHED FOR OPPOSITION
Dec 3, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Nov 27, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 7, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 30, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 29, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 29, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 4, 2024 GNRN
NON-FINAL ACTION E-MAILED
Oct 4, 2024 GNRT
NON-FINAL ACTION WRITTEN
Oct 4, 2024 CNRT
ASSIGNED TO EXAMINER
Sep 24, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 3, 2024 NWOS
NEW APPLICATION ENTERED
Mar 12, 2024 NWAP