Application

Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2021)

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Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2021)

Trademark/Service Mark Application, Principal Register

Serial Number: 90121539

Filing Date: 08/18/2020

To the Commissioner for Trademarks:

MARK: PLANMEMBER CLIENTCONNECT (Standard Characters, see below )

The literal element of the mark consists of PLANMEMBER CLIENTCONNECT. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, PlanMember Financial Corporation, a corporation of California, having an address of
      6187 Carpinteria Avenue
      Carpinteria, California 93013
      United States
      XXXX

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

International Class 036:  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

In International Class 036, the mark was first used by the applicant or the applicant's related company or licensee or predecessor in interest at least as early as 01/01/2020, and first used in commerce at least as early as 01/01/2020, and is now in use in such commerce. The applicant is submitting one(or more) specimen(s) showing the mark as used in commerce on or in connection with any item in the class of listed goods/services, consisting of a(n) webpage displaying the mark used in association with the services.

Original PDF file:
SPE0-4710018-202008171414 58423354_._20-42466_Speci men.pdf
Converted PDF file(s) (1 page)
Specimen File1



The owner's/holder's proposed attorney information: Kristin B. Kosinski. Other appointed attorneys are Daniel M. Cislo, Esq., Reg. No. 32,973 Kelly Cunningham, Esq., Reg. No. 43,570 David B. Sandelands, Esq., Reg. No. 46,023 Mark D. Nielsen, Esq., Reg. No. 52,068 Peter S. Veregge, Esq., Reg. No. 55,698 Kristin B. Kosinski, Esq., Reg. No. 45,599 C. Wook Pak, Esq., Reg. No. 50,504 Jeffrey G. Sheldon, Esq., Reg. No. 27,953 Katherine M. Bond, Esq., Reg. No. 66,381 Katherine B. Sales, Esq., Reg. No. 72,026 Travers R. Morgan, Esq., Reg. No. 75,287. Kristin B. Kosinski of CISLO & THOMAS LLP, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
      12100 Wilshire Blvd., Suite 1700
      Los Angeles, California 90025
      United States
      310-979-9190(phone)
      310-394-4477(fax)
      tmk@cislo.com
The docket/reference number is 20-42466.
Kristin B. Kosinski submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S. Commonwealth or territory.

The applicant's current Correspondence Information:

Kristin B. Kosinski

PRIMARY EMAIL FOR CORRESPONDENCE: tmk@cislo.com        SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): kristin@cislo.com; stephanie@cislo.com Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).

A fee payment in the amount of $275 has been submitted with the application, representing payment for 1 class(es).

Declaration

Declaration Signature
The attached signature image file:
\\TICRS\EXPORT18\IMAGEOUT18\901\215\90121539\xml1\APP0004.JPG



Signatory's Name: Jon Ziehl
Signatory's Position: President / CEO
Payment Sale Number: 90121539
Payment Accounting Date: 08/18/2020

Serial Number: 90121539
Internet Transmission Date: Tue Aug 18 14:59:09 ET 2020
TEAS Stamp: USPTO/BAS-X.X.XXX.XX-2020081814590926748
1-90121539-740e8564ebede104b48bf9f231b4d
f91f5377d8339c361f5a37ee8b3176bbb6a6-DA-
59086433-20200818145740229345