TrademarkDir
PERSONALIZED RETIREMENT INCOME ANALYSIS
LIVE

Serial Number

97270541

Owner

PlanMember Financial Corporation

Attorney

Kristin B. Kosinski

First Use Date

Dec 1, 2013

Filing Date

Feb 16, 2022

Add to watchlist:

No watchlists yet
+ Create New Watchlist
View on USPTO

PERSONALIZED RETIREMENT INCOME ANALYSIS Trademark

Serial Number: 97270541 • Registration: 7281301

PERSONALIZED RETIREMENT INCOME ANALYSIS is a trademark filed by PlanMember Financial Corporation on February 16, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

PlanMember Financial Corporation (68 trademarks)

6187 Carpinteria Ave
Carpinteria, CA 93013

Entity Type: 03

Trademark Details

Filing Date

February 16, 2022

Registration Date

January 16, 2024

First Use Anywhere

December 1, 2013

First Use in Commerce

December 1, 2013

Goods & Services

Financial analysis, advisory and consultancy services, namely, creating personalized income and investment strategies for one's retirement years by using a spreadsheet based retirement planning tool

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jun 19, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 19, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 19, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 19, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 19, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 19, 2026 COAR
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 16, 2024 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Jan 16, 2024 R.SR
EXPARTE APPEAL TERMINATED
Oct 14, 2023 EXPT
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Sep 1, 2023 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 1, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 1, 2023 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
May 18, 2023 ERFR
EX PARTE APPEAL-INSTITUTED
May 18, 2023 EXPI
JURISDICTION RESTORED TO EXAMINING ATTORNEY
May 18, 2023 JURT
EXPARTE APPEAL RECEIVED AT TTAB
May 18, 2023 EXAF
NOTIFICATION OF FINAL REFUSAL EMAILED
Mar 15, 2023 GNFN
FINAL REFUSAL E-MAILED
Mar 15, 2023 GNFR
FINAL REFUSAL WRITTEN
Mar 15, 2023 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 9, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 8, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 8, 2023 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 13, 2022 GNRN
NON-FINAL ACTION E-MAILED
Oct 13, 2022 GNRT
NON-FINAL ACTION WRITTEN
Oct 13, 2022 CNRT
ASSIGNED TO EXAMINER
Oct 6, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 22, 2022 NWOS
NEW APPLICATION ENTERED
Feb 19, 2022 NWAP

Related Trademarks

More from this Owner

MEMBERPERKS A PLANMEMBER DISCOUNT PROGRAM logo

MEMBERPERKS A PLANMEMBER DISCOUNT PROGRAM

MEMBERPERKS A PLANMEMBER DISCOUNT PROGRAM logo

MEMBERPERKS A PLANMEMBER DISCOUNT PROGRAM

MYPLANMEMBER

MYPLANMEMBER

MYPLANMEMBER

MYPLANMEMBER

MYPLANMEMBER

MYPLANMEMBER

ASSOCIATE MEMBER PROGRAM

ASSOCIATE MEMBER PROGRAM