FOUNDATIONAL PLANNING - Trademark Details
Status: 700 - Registered
Serial Number
88128720
Registration Number
6273246
Word Mark
FOUNDATIONAL PLANNING
Status
700 - Registered
Status Date
2021-02-16
Filing Date
2018-09-24
Registration Number
6273246
Registration Date
2021-02-16
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2019-08-13
Attorney Name
Law Office Assigned Location Code
N20
Employee Name
CAHILL, CLARE GALLAGHE
Statements
Disclaimer with Predetermined Text
"PLANNING"
Goods and Services
software as a service (SaaS) services used to assist financial planners in providing financial advice featuring software that provides account aggregation, third party account integrations, a personalized investor portal with a global view of the investor's comprehensive financial profile, and compliance and data analytics services
Classification Information
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
2018-09-28
Primary Code
042
First Use Anywhere Date
2019-02-28
First Use In Commerce Date
2019-02-28
Current Trademark Owners
Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
FMR LLC
Address
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Trademark Events
| Event Date | Event Description |
| 2018-09-27 | NEW APPLICATION ENTERED IN TRAM |
| 2018-09-28 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2018-11-28 | ASSIGNED TO EXAMINER |
| 2018-12-05 | NON-FINAL ACTION WRITTEN |
| 2018-12-05 | NON-FINAL ACTION E-MAILED |
| 2018-12-05 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2019-06-05 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2019-06-05 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2019-06-05 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2019-06-28 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2019-07-11 | ASSIGNED TO LIE |
| 2019-07-24 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2019-08-13 | PUBLISHED FOR OPPOSITION |
| 2019-08-13 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2019-10-08 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2020-03-20 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2020-03-20 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2020-03-20 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2020-04-01 | TEAS STATEMENT OF USE RECEIVED |
| 2020-04-01 | TEAS EXTENSION RECEIVED |
| 2020-04-04 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2020-04-01 | EXTENSION 1 FILED |
| 2020-04-04 | EXTENSION 1 GRANTED |
| 2020-04-07 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 2020-04-01 | USE AMENDMENT FILED |
| 2021-01-11 | STATEMENT OF USE PROCESSING COMPLETE |
| 2021-01-12 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2021-01-13 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2021-02-16 | REGISTERED-PRINCIPAL REGISTER |
