Serial Number
85247312
Owner
Wealth Planning Technology, LLCFirst Use Date
Sep 6, 2010
Filing Date
Feb 21, 2011
BSM BALANCE SHEET METHODOLOGY Trademark
Serial Number: 85247312 • Registration: 4152646
Trademark Classes
Owner Contact Info
Trademark Details
Filing Date
February 21, 2011
Registration Date
June 5, 2012
First Use Anywhere
September 6, 2010
First Use in Commerce
September 6, 2010
Published for Opposition
March 20, 2012
Cancellation Date
January 11, 2019
Goods & Services
Computer software for providing an on-line database in the field of transaction processing to upload transactional data, provide statistical analysis, and produce notifications and reports; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for financial planning, portfolio construction, investment selection, investment monitoring, and investment reporting functions; Computer software for selecting, analyzing, and monitoring investment products that may be downloaded from a global computer network; Computer software platforms for financial planners, investment advisors, accountants, attorneys, private bankers, insurance agents, investment brokers, and trust officers necessary to fulfill financial planning, investment selection, portfolio building, investment analysis, investment monitoring, and investment reporting functions
