PLANSCOPE360
LIVE

Serial Number

98198059

Owner

VERITY ASSET MANAGEMENT, INC.

Attorney

David H. Faux

Filing Date

Sep 26, 2023

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PLANSCOPE360 Trademark

Serial Number: 98198059 • Registration: 7605203

PLANSCOPE360 is a trademark filed by VERITY ASSET MANAGEMENT, INC. on September 26, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

VERITY ASSET MANAGEMENT, INC. (3 trademarks)

280 S. MANGUM STREET
DURHAM, NC 27701

Entity Type: 03

Trademark Details

Filing Date

September 26, 2023

Registration Date

December 17, 2024

Published for Opposition

October 15, 2024

Goods & Services

Advice relating to investments; Capital investment consulting; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial information provided by electronic means; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research and information services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Investment consultancy; Mutual fund investment; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Dec 17, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Dec 17, 2024 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 15, 2024 NPUB
PUBLISHED FOR OPPOSITION
Oct 15, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 25, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 19, 2024 CNSA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 13, 2024 GNRN
NON-FINAL ACTION E-MAILED
Jul 13, 2024 GNRT
NON-FINAL ACTION WRITTEN
Jul 13, 2024 CNRT
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Jul 9, 2024 ZZZX
WITHDRAWN FROM PUB - OG REVIEW QUERY
Jun 11, 2024 PBCR
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
May 28, 2024 AAUA
APPROVED FOR PUB - PRINCIPAL REGISTER
May 25, 2024 CNSA
USE AMENDMENT ACCEPTED
May 25, 2024 IUAA
ASSIGNED TO EXAMINER
May 17, 2024 DOCK
AMENDMENT TO USE PROCESSING COMPLETE
Dec 16, 2023 AUPC
USE AMENDMENT FILED
Dec 16, 2023 IUAF
TEAS AMENDMENT OF USE RECEIVED
Dec 15, 2023 EAAU
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 14, 2023 NWOS
NEW APPLICATION ENTERED
Sep 26, 2023 NWAP