PLANMEMBER RETIREMENT SELECT

PlanMember Financial Corporation

Application Filed: 2021-12-30

Trademark Application Details

Mark For: PLANMEMBER RETIREMENT SELECT™ trademark registration is intended to cover the categories of financial services allowing investors to select their own mutual fund investments and self-direct the management of their portfolio with the assistance of a financial services professional; financial product providing access to mutual funds; providing financial tools to select mutual fund holdings in a single retirement or nonqualified account through one account application and receive a consolidated account statement; financial services offering fund selection guidance and monitoring assistance to investors. [all]

Status

2022-01-04 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	97196801
Mark Literal Elements	PLANMEMBER RETIREMENT SELECT
Mark Drawing Type	4 - STANDARD CHARACTER MARK
Mark Type	SERVICE MARK
Register	PRINCIPAL-2(F)-IN PART
Current Location	NEW APPLICATION PROCESSING 2022-01-03
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, Esq.
Attorney Docket Number	21-44297

Timeline

2014-12-01	Date of First Use
2014-12-01	Date of Use In Commerce
2021-12-30	Application Filed
2022-01-03	Location: NEW APPLICATION PROCESSING
2022-01-03	Status: Live/Pending
2022-01-03	Status: New application will be assigned to an examining attorney approximately 6 months after filing date.
2022-01-03	Transaction Date

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		2021-12-30
Drawing		2021-12-30
Specimen		2021-12-30

Attorney of Record

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

Good, Services, and Codes

IC 036. US 100 101 102. G & S: Financial services allowing investors to select their own mutual fund investments and self-direct the management of their portfolio with the assistance of a financial services professional; financial product providing access to mutual funds; providing financial tools to select mutual fund holdings in a single retirement or nonqualified account through one account application and receive a consolidated account statement; financial services offering fund selection guidance and monitoring assistance to investors. FIRST USE: 20141201. FIRST USE IN COMMERCE: 20141201

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

Type Code	Type
GS0361	Financial services allowing investors to select their own mutual fund investments and self-direct the management of their portfolio with the assistance of a financial services professional; financialproduct providing access to mutual funds; providing financial tools to select mutual fund holdings in a single retirement or nonqualified account through one account application and receive a consolidated account statement; financial services offering fund selection guidance andmonitoring assistance to investors
PM0001	PLAN MEMBER RETIREMENT SELECT

Type Code

Type

GS0361

Financial services allowing investors to select their own mutual fund investments and self-direct the management of their portfolio with the assistance of a financial services professional; financialproduct providing access to mutual funds; providing financial tools to select mutual fund holdings in a single retirement or nonqualified account through one account application and receive a consolidated account statement; financial services offering fund selection guidance andmonitoring assistance to investors

PM0001

PLAN MEMBER RETIREMENT SELECT

Trademark Filing History

Description	Date	Proceeding Number
NEW APPLICATION ENTERED IN TRAM	2022-01-03

uspto.report is an independent third-party trademark research tool that is not affiliated, endorsed, or sponsored by the United States Patent and Trademark Office (USPTO) or any other governmental organization. The information provided by uspto.report is based on publicly available data at the time of writing and is intended for informational purposes only.

While we strive to provide accurate and up-to-date information, we do not guarantee the accuracy, completeness, reliability, or suitability of the information displayed on this site. The use of this site is at your own risk. Any reliance you place on such information is therefore strictly at your own risk.

All official trademark data, including owner information, should be verified by visiting the official USPTO website at www.uspto.gov. This site is not intended to replace professional legal advice and should not be used as a substitute for consulting with a legal professional who is knowledgeable about trademark law.