Serial Number
97196964
Owner
PlanMember Financial CorporationAttorney
Kristin B. Kosinski, Esq.First Use Date
Dec 1, 2014
Filing Date
Dec 30, 2021
PLANMEMBER PREFERENCE Trademark
Serial Number: 97196964 • Registration: 6918212
Trademark Classes
Owner Contact Info
6187 Carpinteria Ave
Carpinteria, CA 93013
Entity Type: 03
Legal Representation
Trademark Details
Filing Date
December 30, 2021
Registration Date
December 6, 2022
First Use Anywhere
December 1, 2014
First Use in Commerce
December 1, 2014
Published for Opposition
September 20, 2022
Goods & Services
Individual retirement account services, namely, managing retirement accounts, allocating client funds in a retirement account including adding and removing funds, reallocating and rebalancing an account and placing mutual fund trades without client authorization; Mutual fund advisory services provided by financial advisors