Serial Number
98228096
Owner
PUTNAM INVESTMENTS, LLCAttorney
Jordan Arnot LeaheyFiling Date
Oct 17, 2023
PLANVISUALIZER Trademark
Serial Number: 98228096 • Registration: 7638903
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Jordan Arnot Leahey CM Law PLLC
13101 Preston Road, Ste. 110-1520
Dallas, TX 75240
United States
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