BRIGHTPLAN - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 86870791
Serial Number
86870791
Registration Number
5955786
Word Mark
BRIGHTPLAN
Status
700 - Registered
Status Date
2020-01-07
Filing Date
2016-01-10
Registration Number
5955786
Registration Date
2020-01-07
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2016-10-04
Attorney Name
Jefferson F. Scher
Law Office Assigned Location Code
L70
Employee Name
SMITH, CYNTHIA RINALDI
Statements
Goods and Services
Computer application software for mobile devices, namely, software for enabling users to conduct investment research, perform investment computations, create financial plans, execute securities trades, manage asset allocations in the field of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; computer application software for mobile devices, namely, software for collaborating with others users for purposes of providing financial advice and executing financial transactions; computer application software for mobile devices, namely, software for enabling users to sign and execute documents; downloadable audio, video and multimedia recordings, namely, webcasts and slideshows in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles
Goods and Services
providing a website featuring information, namely, digital content in the nature of video, in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; provision of financial information in the fields of estates and trusts and life insurance; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of estates and trusts and life insurance
Goods and Services
Educational services, namely, providing webcasts, online workshops, live workshops, and seminars in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles; educational services, namely, classes and seminars in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles
Goods and Services
providing temporary use of non-downloadable cloud-based software for retaining and working with financial advisors; providing temporary use of non-downloadable cloud-based software for use by Registered Investment Advisors and financial planners for working with clients and investors
Pseudo Mark
BRIGHT PLAN
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2016-01-16
Primary Code
009
First Use Anywhere Date
2018-09-00
First Use In Commerce Date
2018-09-00
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
2016-01-16
Primary Code
036
First Use Anywhere Date
2018-10-12
First Use In Commerce Date
2018-10-12
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2016-01-16
Primary Code
041
First Use Anywhere Date
2018-10-24
First Use In Commerce Date
2018-10-24
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
2016-01-16
Primary Code
042
First Use Anywhere Date
2019-06-00
First Use In Commerce Date
2019-06-00
Current Trademark Owners
Party Name
BrightPlan LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
BrightPlan LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
BrightPlan LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
BrightPlan LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
JEFFERSON F. SCHER
Address
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Prior Registrations
Relationship TypeReel Number
Continuity Child86983476
Trademark Events
Event DateEvent Description
2016-01-13NEW APPLICATION ENTERED IN TRAM
2016-01-16NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2016-01-19NOTICE OF PSEUDO MARK E-MAILED
2016-04-26ASSIGNED TO EXAMINER
2016-04-29NON-FINAL ACTION WRITTEN
2016-04-29NON-FINAL ACTION E-MAILED
2016-04-29NOTIFICATION OF NON-FINAL ACTION E-MAILED
2016-08-04TEAS RESPONSE TO OFFICE ACTION RECEIVED
2016-08-04CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-08-05TEAS/EMAIL CORRESPONDENCE ENTERED
2016-08-23APPROVED FOR PUB - PRINCIPAL REGISTER
2016-09-14NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2016-10-04PUBLISHED FOR OPPOSITION
2016-10-04OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2016-11-29NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2017-05-03TEAS EXTENSION RECEIVED
2017-05-03EXTENSION 1 FILED
2017-05-03EXTENSION 1 GRANTED
2017-05-05NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2017-11-29TEAS EXTENSION RECEIVED
2017-12-04CASE ASSIGNED TO INTENT TO USE PARALEGAL
2017-11-29EXTENSION 2 FILED
2017-12-05EXTENSION 2 GRANTED
2017-12-06NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2017-12-12TEAS REQUEST TO DIVIDE RECEIVED
2017-12-12DIVISIONAL REQUEST RECEIVED
2017-12-19DIVISIONAL PROCESSING COMPLETE
2017-12-23CORRECTED NOA E-MAILED
2018-05-18TEAS EXTENSION RECEIVED
2018-05-18EXTENSION 3 FILED
2018-05-18EXTENSION 3 GRANTED
2018-05-22NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2018-11-27TEAS EXTENSION RECEIVED
2018-11-27EXTENSION 4 FILED
2018-11-27EXTENSION 4 GRANTED
2018-11-29NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2019-05-17TEAS EXTENSION RECEIVED
2019-05-17EXTENSION 5 FILED
2019-05-20EXTENSION 5 GRANTED
2019-05-21NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2019-11-20TEAS STATEMENT OF USE RECEIVED
2019-11-20USE AMENDMENT FILED
2019-11-26STATEMENT OF USE PROCESSING COMPLETE
2019-12-01ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2019-12-03NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2020-01-07REGISTERED-PRINCIPAL REGISTER