Serial Number
98369883
Owner
PlanMember Financial CorporationAttorney
Kristin B. KosinskiFiling Date
Jan 22, 2024
PLANMEMBER FINTECHCONNECT Trademark
Serial Number: 98369883 • Registration: 8033879
Trademark Classes
Owner Contact Info
6187 Carpinteria Ave
Carpinteria, CA 93013
Entity Type: 03
Legal Representation
Correspondence Address
Kristin B. Kosinski CISLO & THOMAS LLP
2829 Townsgate Rd., Suite 330
Westlake Village, CA 91361
United States
Trademark Details
Filing Date
January 22, 2024
Registration Date
November 18, 2025
Published for Opposition
October 29, 2024
Goods & Services
Providing online non-downloadable software platforms for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, for accessing educational materials in the field of financial planning and strategies, for use by financial service providers to manage their practice; Providing temporary use of on-line non-downloadable software development tools for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, for accessing educational materials in the field of financial planning and strategies, for use by financial service advisors to manage clients, maintain their practice, and handle new business
