THE COLLABORATIVE PLANNER
LIVE

Serial Number

98638477

Owner

IMPACTING ADVISORS LLC

Attorney

Michael K. Kinney

First Use Date

Sep 27, 2024

Filing Date

Jul 9, 2024

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THE COLLABORATIVE PLANNER Trademark

Serial Number: 98638477 • Registration: 7970944

THE COLLABORATIVE PLANNER is a trademark filed by IMPACTING ADVISORS LLC on July 9, 2024. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

IMPACTING ADVISORS LLC (2 trademarks)

100 WESTERN BOULEVARD, 2ND FLOOR
GLASTONBURY, CT 06033

Entity Type: 16

Adviceone, LLC (4 trademarks)

Glastonbury, CT 06033

Entity Type: 16

Trademark Details

Filing Date

July 9, 2024

Registration Date

September 30, 2025

First Use Anywhere

September 27, 2024

First Use in Commerce

September 27, 2024

Goods & Services

Providing temporary use of non-downloadable software for financial planning; Providing temporary use of non-downloadable software for analyzing client's financial assets and income to make decisions related to retirement and spending based on assets and income saved

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Sep 30, 2025 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Sep 30, 2025 R.SR
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Aug 29, 2025 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 14, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 14, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 14, 2025 TROA
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Aug 4, 2025 ASGN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 15, 2025 GNRN
NON-FINAL ACTION E-MAILED
Jul 15, 2025 GNRT
NON-FINAL ACTION WRITTEN
Jul 15, 2025 CNRT
USE AMENDMENT ACCEPTED
Jul 15, 2025 IUAA
AMENDMENT TO USE PROCESSING COMPLETE
Jul 2, 2025 AUPC
USE AMENDMENT FILED
Jul 2, 2025 IUAF
TEAS AMENDMENT OF USE RECEIVED
Jul 2, 2025 EAAU
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 2, 2025 TROA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Mar 31, 2025 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Mar 31, 2025 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 6, 2025 GNRN
NON-FINAL ACTION E-MAILED
Jan 6, 2025 GNRT
NON-FINAL ACTION WRITTEN
Jan 6, 2025 CNRT
ASSIGNED TO EXAMINER
Dec 30, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 9, 2024 NWOS
NEW APPLICATION ENTERED
Jul 9, 2024 NWAP