PLANMEMBER CLIENTCONNECT

PlanMember Financial Corporation

Application Filed: 2020-08-18

Trademark Application Details

Mark For: PLANMEMBER CLIENTCONNECT® trademark registration is intended to cover the categories of online platform for managing client retirement accounts, managing client investments and insurance policies, accessing educational services in the nature of training videos for serving clients; online financial retirement planning services; and online financial and investment consulting, management, and brokerage services; financial retirement planning services; financial services; computer application for managing client retirement accounts, finances and insurance policies.

Status

2020-08-21 UTC

LIVE APPLICATION Awaiting Examination

The trademark application has been accepted by the Office (has met the minimum filing requirements) and has not yet been assigned to an examiner.

Research	OneLook Acronym Finder
Serial Number	90121539
Registration Number	6505582
Mark Literal Elements	PLANMEMBER CLIENTCONNECT
Mark Drawing Type	4 - STANDARD CHARACTER MARK
Mark Type	Service Mark
Current Location	NEW APPLICATION PROCESSING 2020-08-21
Basis	1(a)
Class Status	ACTIVE
Primary US Classes	100: Miscellaneous 101: Advertising and Business 102: Insurance and Financial
Primary International Class	036 - Primary Class (Insurance and financial) Insurance; financial affairs; monetary affairs; real estate affairs.
Filed Use	Yes
Current Use	Yes
Intent To Use	No
Filed ITU	No
44D Filed	No
44E Current	No
66A Current	No
Current Basis	No
No Basis	No
Attorney Name	Kristin B. Kosinski
Attorney Docket Number	20-42466

Timeline

2020-01-01	Date of First Use
2020-01-01	Date of Use In Commerce
2020-08-18	Application Filed
2020-08-21	Location: NEW APPLICATION PROCESSING
2020-08-21	Status: Live/Pending
2020-08-21	Status: New application will be assigned to an examining attorney approximately 3 months after filing date.
2020-08-21	Transaction Date
2021-10-05	Trademark Registered

Trademark Parties (Applicants & Owners)

Party:	PlanMember Financial Corporation
Address	6187 Carpinteria Avenue Carpinteria, CALIFORNIA UNITED STATES 93013
Legal Entity Type	Corporation
Legal Entity State	CALIFORNIA

Documents

Application	MULTI	2020-08-18
Drawing	JPEG	2020-08-18
Specimen	JPEG	2020-08-18

Attorney of Record

KRISTIN B. KOSINSKI
CISLO & THOMAS LLP
12100 WILSHIRE BLVD., SUITE 1700
LOS ANGELES, CA 90025

Good, Services, and Codes

International Codes:	36
U.S. Codes:	100,101,102
International Codes:	42
U.S. Codes:	100,101

Type Code	Type
GS0361	online platform for managing client retirement accounts, managing client investments and insurance policies, accessing educational services in the nature of training videos for serving clients; online financial retirement planning services; and online financial and investment consulting, management, and brokerage services; financial retirement planning services; financial services; computer application for managing client retirement accounts, finances and insurance policies
GS0421	Providing temporary use of non-downloadable computer software for managing retirement accounts, for managing and making investments, and for accessing brokerage services, accessible to independent financial professionals for the purpose of managing their practice; Platform as a service (PAAS) featuring computer software platforms for managing retirement accounts, for managing and making investments, and for accessing brokerage services, accessible to independent financial professionals for the purpose of managing their practice

Type Code

Type

GS0361

online platform for managing client retirement accounts, managing client investments and insurance policies, accessing educational services in the nature of training videos for serving clients; online financial retirement planning services; and online financial and investment consulting, management, and brokerage services; financial retirement planning services; financial services; computer application for managing client retirement accounts, finances and insurance policies

GS0421

Providing temporary use of non-downloadable computer software for managing retirement accounts, for managing and making investments, and for accessing brokerage services, accessible to independent financial professionals for the purpose of managing their practice; Platform as a service (PAAS) featuring computer software platforms for managing retirement accounts, for managing and making investments, and for accessing brokerage services, accessible to independent financial professionals for the purpose of managing their practice

Trademark Filing History

Description	Date	Proceeding Number
NEW APPLICATION ENTERED IN TRAM	2020-08-21

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