Application

PTO- 1478

Approved for use through 09/30/2021. OMB 0651-0009

U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

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PTO- 1478

Approved for use through 09/30/2021. OMB 0651-0009

U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

Trademark/Service Mark Application, Principal Register

Serial Number: 97019895

Filing Date: 09/09/2021

To the Commissioner for Trademarks:

MARK: PLANMEMBER STRATEGIST (Standard Characters, see mark)
The literal element of the mark consists of PLANMEMBER STRATEGIST. 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:  financial services program connecting investors with financial advisors and managers to strategize investments, assess risk, offer investment products, and manage investor portfolios

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 05/01/2009, and first used in commerce at least as early as 05/01/2009, 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) brochure displaying the mark used in association with the services.

Original PDF file:
SPE0-4710018-202109091450 13076027_._Specimen.PDF
Converted PDF file(s) (2 pages)
Specimen File1
Specimen File2
Webpage URL: None Provided
Webpage Date of Access: None Provided


SECTION 2(f) Claim of Acquired Distinctiveness, IN PART, based on Five or More Years' Use
PLANMEMBER has become distinctive of the goods/services through the applicant's substantially exclusive and continuous use of the mark in commerce that the U.S. Congress may lawfully regulate for at least the five years immediately before the date of this statement.

SECTION 2(f) Claim of Acquired Distinctiveness, IN PART, based on Active Prior Registration(s)
PLANMEMBER has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for sufficiently similar goods/services of active U.S. Registration No(s). 6318746 .

Miscellaneous Statement
Declaration Under 2(f) and Trademark Application

Original PDF file:
MIS-4710018-2021090916373 8924606_._Trademark_Appli cation.PDF
Converted PDF file(s) (5 pages)
Miscellaneous File1
Miscellaneous File2
Miscellaneous File3
Miscellaneous File4
Miscellaneous File5
Original PDF file:
MIS-4710018-2021090916373 8924606_._Declaration_Und er_2_f_.PDF
Converted PDF file(s) (2 pages)
Miscellaneous File1
Miscellaneous File2


The owner's/holder's proposed attorney information: Kristin B. Kosinski, Esq.. 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 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, Esq. 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 21-44296.
Kristin B. Kosinski, Esq. 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, Esq.

PRIMARY EMAIL FOR CORRESPONDENCE: tmk@cislo.com        SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): kristin@cislo.com; ksylvester@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 $350 has been submitted with the application, representing payment for 1 class(es).

Declaration

	Basis: If the applicant is filing the application based on use in commerce under 15 U.S.C. § 1051(a): The signatory believes that the applicant is the owner of the trademark/service mark sought to be registered; The mark is in use in commerce and was in use in commerce as of the filing date of the application on or in connection with the goods/services in the application; The specimen(s) shows the mark as used on or in connection with the goods/services in the application and was used on or in connection with the goods/services in the application as of the application filing date; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate. And/Or If the applicant is filing the application based on an intent to use the mark in commerce under 15 U.S.C. § 1051(b), § 1126(d), and/or § 1126(e): The signatory believes that the applicant is entitled to use the mark in commerce; The applicant has a bona fide intention to use the mark in commerce and had a bona fide intention to use the mark in commerce as of the application filing date on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate.
	To the best of the signatory's knowledge and belief, no other persons, except, if applicable, concurrent users, have the right to use the mark in commerce, either in the identical form or in such near resemblance as to be likely, when used on or in connection with the goods/services of such other persons, to cause confusion or mistake, or to deceive.
	To the best of the signatory's knowledge, information, and belief, formed after an inquiry reasonable under the circumstances, the allegations and other factual contentions made above have evidentiary support.
	The signatory being warned that willful false statements and the like are punishable by fine or imprisonment, or both, under 18 U.S.C. § 1001, and that such willful false statements and the like may jeopardize the validity of the application or submission or any registration resulting therefrom, declares that all statements made of his/her own knowledge are true and all statements made on information and belief are believed to be true.

Declaration Signature

Signature: /Kristin B. Kosinski/   Date: 09/09/2021
Signatory's Name: Kristin B. Kosinski, Esq.
Signatory's Position: Attorney of Record, Reg. No. 45,599, California Bar Member
Signatory's Phone Number: 310-979-9190
Signature method: Signed directly within the form
Payment Sale Number: 97019895
Payment Accounting Date: 09/09/2021

Serial Number: 97019895
Internet Transmission Date: Thu Sep 09 17:26:19 ET 2021
TEAS Stamp: USPTO/BAS-X.X.XXX.XX-2021090917261911085
0-97019895-781618f5a423e7c40c32e932ae8b8
27324c523d1ca4b5eb6e7ce8613ae5986272-DA-
26184748-20210909172349753724