Serial Number
97022096
Owner
PlanMember Financial CorporationAttorney
Kristin B. KosinskiFirst Use Date
Mar 30, 2021
Filing Date
Sep 10, 2021
PLANMEMBER PEP Trademark
Serial Number: 97022096 • Registration: 6928003
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
September 10, 2021
Registration Date
December 20, 2022
First Use Anywhere
March 30, 2021
First Use in Commerce
March 30, 2021
Published for Opposition
October 4, 2022
Goods & Services
Financial record keeping services for retirement plans for regulatory compliance purposes and to support employers
Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers involving a pooled retirement plan of multiple employers; Financial administration of retirement plans that allow employers to pool assets with other employers to efficiently offer plans, including 401K plans, to their employees and limit employer's liability and cost
