PLANFINDER - Trademark Details
Status: 701 - Section 8-Accepted
Image for trademark with serial number 86082113
Serial Number
86082113
Registration Number
4887041
Word Mark
PLANFINDER
Status
701 - Section 8-Accepted
Status Date
2021-12-08
Filing Date
2013-10-03
Registration Number
4887041
Registration Date
2016-01-12
Mark Drawing
4000 - Standard character mark Typeset
Attorney Name
Camille M. Miller
Law Office Assigned Location Code
L50
Employee Name
CROMER, ZACHARY
Statements
Goods and Services
Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations
Goods and Services
Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services
Goods and Services
INTEGRATED TRAINING SERVICES FOR FINANCIAL PROFESSIONALS; CONDUCTING TRAINING SEMINARS AND WORKSHOPS IN THE FIELD OF FINANCIAL INVESTMENT FOR FINANCIAL ADVISORS; AND RELATED SERVICES
Goods and Services
Providing solutions for financial advisors to operate more efficiently, namely, providing a website featuring a search engine that enables financial advisors and others to query the most recent Form 5500 data based on a variety of selection criteria and to export data in a format suitable for easy download into a client relationship management system
Pseudo Mark
PLAN FINDER
Pseudo Mark
PLAN FINDER
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2013-10-10
Primary Code
036
First Use Anywhere Date
2009-12-31
First Use In Commerce Date
2009-12-31
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2015-02-18
Primary Code
042
First Use Anywhere Date
2009-12-31
First Use In Commerce Date
2009-12-31
Current Trademark Owners
Party Name
The Advisor Lab, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
The Advisor Lab, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
The Advisor Lab, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Camille M. Miller
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2013-10-07NEW APPLICATION ENTERED IN TRAM
2013-10-10NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2013-10-11NOTICE OF PSEUDO MARK MAILED
2014-01-16ASSIGNED TO EXAMINER
2014-01-24NON-FINAL ACTION WRITTEN
2014-01-27NON-FINAL ACTION MAILED
2014-07-24TEAS RESPONSE TO OFFICE ACTION RECEIVED
2014-07-24CORRESPONDENCE RECEIVED IN LAW OFFICE
2014-07-25TEAS/EMAIL CORRESPONDENCE ENTERED
2014-08-13FINAL REFUSAL WRITTEN
2014-08-14FINAL REFUSAL MAILED
2015-02-17TEAS REQUEST FOR RECONSIDERATION RECEIVED
2015-02-17CORRESPONDENCE RECEIVED IN LAW OFFICE
2015-02-18TEAS/EMAIL CORRESPONDENCE ENTERED
2015-03-20NON-FINAL ACTION WRITTEN
2015-03-20NON-FINAL ACTION MAILED
2015-09-18TEAS RESPONSE TO OFFICE ACTION RECEIVED
2015-09-18TEAS AMENDMENT OF USE RECEIVED
2015-10-06ASSIGNED TO LIE
2015-10-14ASSIGNED TO LIE
2015-09-18CORRESPONDENCE RECEIVED IN LAW OFFICE
2015-10-22TEAS/EMAIL CORRESPONDENCE ENTERED
2015-10-22USE AMENDMENT FILED
2015-10-22AMENDMENT TO USE PROCESSING COMPLETE
2015-12-02USE AMENDMENT ACCEPTED
2015-12-02APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
2015-12-03NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE MAILED
2015-12-09LAW OFFICE PUBLICATION REVIEW COMPLETED
2016-01-12REGISTERED-SUPPLEMENTAL REGISTER
2016-05-04ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2017-09-27ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2019-08-28TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2019-08-28ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-01-12COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2021-07-19TEAS SECTION 8 RECEIVED
2021-12-08CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2021-12-08REGISTERED - SEC. 8 (6-YR) ACCEPTED
2021-12-08NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED