FRANKLIN NEXTSTEP
Franklin Resources, Inc.,
Mark For: FRANKLIN NEXTSTEP™ trademark registration is intended to cover the categories of
| Research |
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| Serial Number | 97485982 |
| Mark Literal Elements | FRANKLIN NEXTSTEP |
| Mark Drawing Type | 4 - STANDARD CHARACTER MARK |
| Mark Type | SERVICE MARK |
| Register | PRINCIPAL |
| Current Location | LAW OFFICE 117 - EXAMINING ATTORNEY ASSIGNED 2023-05-10 |
| Basis | 1(a) |
| Class Status | ACTIVE |
| Primary US Classes |
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| Primary International Class |
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| 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 | Jordan Arnot Leahey |
Timeline
| 2016-03-00 | Date of First Use |
| 2016-03-01 | Date of First Use |
| 2016-03-01 | Date of Use In Commerce |
| 2022-07-01 | Application Filed |
| 2022-07-05 | Location: NEW APPLICATION PROCESSING |
| 2022-07-05 | Status: Live/Pending |
| 2022-07-05 | Transaction Date |
| 2023-05-10 | Location: LAW OFFICE 117 - EXAMINING ATTORNEY ASSIGNED |
| 2023-05-10 | Status: A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additi |
Trademark Parties (Applicants & Owners)
| Party: |  Franklin Resources, Inc., |
| Address | One Franklin Parkway San Mateo, CALIFORNIA UNITED STATES 944031906 |
| Legal Entity Type | Corporation |
| Legal Entity State | DELAWARE |
Documents
 Drawing | 2022-07-01 | |
| Specimen | 2022-07-01 | |
| TEAS Plus New Application | 2022-07-01 | |
| XSearch Search Summary | 2023-04-25 | |
| Non-Final Action | 2023-05-10 |
Attorney of Record
Good, Services, and Codes
IC 036. US 100 101 102. G & S: Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advisory services; Investment consultation; Investment management; Mutual fund advisory services; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment; Transfer agency services rendered to issuers of investment securities. FIRST USE: 20160300. FIRST USE IN COMMERCE: 20160300
| International Codes: | 36 |
| U.S. Codes: | 100,101,102 |
| Type Code | Type |
|---|---|
| GS0361 | Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advisory services; Investment consultation; Investment management; Mutual fund advisory services; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment; Transfer agency services rendered to issuers of investment securities |
| PM0001 | FRANKLIN NEXT STEP |
Trademark Filing History
| Description | Date | Proceeding Number |
|---|---|---|
| NOTIFICATION OF NON-FINAL ACTION E-MAILED | 2023-05-10 | |
| NON-FINAL ACTION WRITTEN | 2023-05-10 | 96749 |
| NON-FINAL ACTION E-MAILED | 2023-05-10 | |
| ASSIGNED TO EXAMINER | 2023-04-17 | 96749 |
| NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | 2022-07-21 | |
| NEW APPLICATION ENTERED IN TRAM | 2022-07-05 | |
| NEW APPLICATION ENTERED | 2022-07-05 |
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