FOUNDATIONAL PLANNING

LIVE

Serial Number

88128720

Owner

FMR LLC

First Use Date

Feb 28, 2019

Filing Date

Sep 24, 2018

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FOUNDATIONAL PLANNING Trademark

Serial Number: 88128720 • Registration: 6273246

FOUNDATIONAL PLANNING is a trademark filed by FMR LLC on September 24, 2018. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Trademark Classes

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

FMR LLC (889 trademarks)

82 DEVONSHIRE STREET
BOSTON, MA 02109

Entity Type: 16

Legal Representation

Correspondence Address

FMR LLC

245 Summer Street

Boston, MA 02210

UNITED STATES

Trademark Details

Filing Date

September 24, 2018

Registration Date

February 16, 2021

First Use Anywhere

February 28, 2019

First Use in Commerce

February 28, 2019

Published for Opposition

August 13, 2019

Goods & Services

software as a service (SaaS) services used to assist financial planners in providing financial advice featuring software that provides account aggregation, third party account integrations, a personalized investor portal with a global view of the investor's comprehensive financial profile, and compliance and data analytics services

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Feb 16, 2026 REM1

REGISTERED-PRINCIPAL REGISTER

Feb 16, 2021 R.PR

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Jan 13, 2021 SUNA

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Jan 12, 2021 CNPR

STATEMENT OF USE PROCESSING COMPLETE

Jan 11, 2021 SUPC

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Apr 7, 2020 EXRA

SOU EXTENSION 1 GRANTED

Apr 4, 2020 EX1G

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Apr 4, 2020 AITU

USE AMENDMENT FILED

Apr 1, 2020 IUAF

SOU EXTENSION 1 FILED

Apr 1, 2020 EXT1

SOU TEAS EXTENSION RECEIVED

Apr 1, 2020 EEXT

TEAS STATEMENT OF USE RECEIVED

Apr 1, 2020 EISU

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Mar 20, 2020 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Mar 20, 2020 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Mar 20, 2020 REAP

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Oct 8, 2019 NOAM

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Aug 13, 2019 NPUB

PUBLISHED FOR OPPOSITION

Aug 13, 2019 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jul 24, 2019 NONP

ASSIGNED TO LIE

Jul 11, 2019 ALIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Jun 28, 2019 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Jun 5, 2019 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 5, 2019 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jun 5, 2019 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Dec 5, 2018 GNRN

NON-FINAL ACTION E-MAILED

Dec 5, 2018 GNRT

NON-FINAL ACTION WRITTEN

Dec 5, 2018 CNRT

ASSIGNED TO EXAMINER

Nov 28, 2018 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 28, 2018 NWOS

NEW APPLICATION ENTERED

Sep 27, 2018 NWAP

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