PLANMEMBER ADVISORCONNECT
LIVE

Serial Number

90121712

Owner

PlanMember Financial Corporation

Attorney

Kristin B. Kosinski

First Use Date

Jan 1, 2020

Filing Date

Aug 18, 2020

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PLANMEMBER ADVISORCONNECT Trademark

Serial Number: 90121712 • Registration: 6496839

PLANMEMBER ADVISORCONNECT is a trademark filed by PlanMember Financial Corporation on August 18, 2020. The trademark is classified under Class 42 (Computer & Scientific). 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

August 18, 2020

Registration Date

September 28, 2021

First Use Anywhere

January 1, 2020

First Use in Commerce

January 1, 2020

Published for Opposition

July 13, 2021

Goods & Services

Providing temporary use of non-downloadable computer software for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support and customer service via a computer network, intranet, and the internet; Platform as a service (PAAS) featuring computer software platforms for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support, and customer service; Providing temporary use of non-downloadable computer software for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support and customer service via a computer network, intranet, and the internet accessible to independent financial professionals for the purpose of managing their practice; Platform as a service (PAAS) featuring computer software platforms for managing retirement accounts and reviewing the status of business submissions in the nature of new accounts, managing and making investments, accessing brokerage services, sales support, and customer service accessible to independent financial professionals for the purpose of managing their practice

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
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jul 26, 2023 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 26, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 26, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 26, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jul 26, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jul 26, 2023 COAR
REGISTERED-PRINCIPAL REGISTER
Sep 28, 2021 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 13, 2021 NPUB
PUBLISHED FOR OPPOSITION
Jul 13, 2021 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 23, 2021 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 8, 2021 CNSA
EXAMINER'S AMENDMENT ENTERED
Jun 4, 2021 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 4, 2021 GNEN
EXAMINERS AMENDMENT E-MAILED
Jun 4, 2021 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jun 4, 2021 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 27, 2021 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 27, 2021 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 27, 2021 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 11, 2020 GNRN
NON-FINAL ACTION E-MAILED
Dec 11, 2020 GNRT
NON-FINAL ACTION WRITTEN
Dec 11, 2020 CNRT
ASSIGNED TO EXAMINER
Dec 4, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 20, 2020 NWOS
NEW APPLICATION ENTERED
Aug 21, 2020 NWAP