PLANVISUALIZER
LIVE

Serial Number

98228096

Owner

PUTNAM INVESTMENTS, LLC

Attorney

Jordan Arnot Leahey

Filing Date

Oct 17, 2023

Add to watchlist:

No watchlists yet
View on USPTO

PLANVISUALIZER Trademark

Serial Number: 98228096 • Registration: 7638903

PLANVISUALIZER is a trademark filed by PUTNAM INVESTMENTS, LLC on October 17, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

PUTNAM INVESTMENTS, LLC (23 trademarks)

One Post Office Square
Boston, MA 02109

Entity Type: 16

PUTNAM U.S. HOLDINGS I, LLC (15 trademarks)

100 Federal Street
Boston, MA 02110

Entity Type: 16

Trademark Details

Filing Date

October 17, 2023

Registration Date

January 7, 2025

Published for Opposition

November 19, 2024

Goods & Services

Financial investment analysis; Financial planning analysis; Providing financial information the fields of financial planning, investments, benefit plans, and retirement; Provision of financial information; Providing financial advisory services, namely, financial advisory services rendered online; Financial advisory services in the nature of assessing and analyzing retirement data and parameters for optimizing financial planning and financial programs; Providing financial information pertaining to finance, benefit plans, investments and retirement planning, through electronic means; Providing financial information consisting of financial updates, information, opinion and advice accessible via computer networks and communication networks, including global computer networks for display on mobile devices; Financial advisory services in the nature of financial modeling; Consulting services in the field of employee benefit plans concerning insurance and finance accessible via computer networks, including global computer networks for display on mobile devices; Providing information in the field of employee financial benefit plans accessible via computer networks, including global computer networks for display on mobile devices

Providing temporary use of online non-downloadable software applications for accessing data analysis in the field of finance, investments, benefit plans, and retirement; Providing temporary use of online non-downloadable software applications for accessing data analysis; Providing temporary use of on-line non-downloadable software and applications for analyzing and assessing data in the field of benefit plans, investments, retirement, and finance; Providing temporary use of on-line non-downloadable software for use by financial service providers to track and test information relating to benefit plans, investments, retirement, and finance; Providing temporary use of on-line non-downloadable software for use by financial service providers for financial and benefit plan modeling and predictions

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 7, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Jan 7, 2025 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Nov 19, 2024 NPUB
PUBLISHED FOR OPPOSITION
Nov 19, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Nov 13, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 8, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 26, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 26, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 26, 2024 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 13, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 13, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 13, 2024 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 13, 2024 GNRN
NON-FINAL ACTION E-MAILED
Jun 13, 2024 GNRT
NON-FINAL ACTION WRITTEN
Jun 13, 2024 CNRT
ASSIGNED TO EXAMINER
Jun 3, 2024 DOCK
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 26, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 26, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 26, 2024 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jan 26, 2024 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jan 26, 2024 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 24, 2024 ASGN
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 24, 2023 NWOS
NEW APPLICATION ENTERED
Oct 20, 2023 NWAP