Who owns the PERSONALIZED RETIREMENT INCOME ANALYSIS trademark?

The PERSONALIZED RETIREMENT INCOME ANALYSIS trademark is owned by PlanMember Financial Corporation.

What class is the PERSONALIZED RETIREMENT INCOME ANALYSIS trademark registered in?

The PERSONALIZED RETIREMENT INCOME ANALYSIS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for PERSONALIZED RETIREMENT INCOME ANALYSIS?

The USPTO serial number for PERSONALIZED RETIREMENT INCOME ANALYSIS is 97270541.

What is the registration number for PERSONALIZED RETIREMENT INCOME ANALYSIS?

PERSONALIZED RETIREMENT INCOME ANALYSIS is registered under USPTO registration number 7281301.

PER

USPTO Trademark Record

REGISTERED

PERSONALIZED RETIREMENT INCOME ANALYSIS

SN 97270541·Reg 7281301·Filed Feb 16, 2022

Owner PlanMember Financial Corporation

Financial, monetary and banking services; insurance services; real estate services.

PERSONALIZED RETIREMENT INCOME ANALYSIS (Serial No. 97270541), Registration No. 7281301, is a registered US trademark filed on Feb 16, 2022 by PlanMember Financial Corporation. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: January 16, 2030

Mark Intelligence

PERSONALIZED RETIREMENT INCOME ANALYSIS (Reg. #7281301) is a registered US trademark that has been protecting its owner, PlanMember Financial Corporation, since 2022. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

Feb 16, 2022

SERIAL

97270541

REG#

7281301

REGISTERED

Jan 16, 2024

Owner

Applicant

PlanMember Financial Corporation

Entity

Corporation

State

Address

6187 Carpinteria Ave., Carpinteria, CA, 93013

Country

Attorney

NameKristin B. Kosinski

Law firm

Kristin B. Kosinski CISLO & THOMAS LLP

Docket

21-44305

Address

2829 Townsgate Rd., Suite 330, Westlake Village, CA 91361, United States

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Filing Information

StatusREGISTERED

Filing DateFeb 16, 2022

Serial Number97270541

Registration No.7281301

Registration DateJan 16, 2024

Status DateJan 16, 2024

Mark TypeStandard characters

Attorney Docket21-44305

Status DescriptionLive and registered

Filing Signals

FILED

2022

YEARS AGO

CLASSES

MADRID FILINGS

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 01, 2013

First use in commerce: Dec 01, 2013

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

28 events

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jun 19, 2026

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jun 19, 2026

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jun 19, 2026

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jun 19, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jun 19, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Jun 19, 2026

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

REGISTERED-SUPPLEMENTAL REGISTER

Jan 16, 2024

REGISTERED-SUPPLEMENTAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Jan 16, 2024

NOTICE OF REGISTRATION CONFIRMATION EMAILED

EXPARTE APPEAL TERMINATED

Oct 14, 2023

EXPARTE APPEAL TERMINATED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Sep 01, 2023

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Sep 01, 2023

TEAS/EMAIL CORRESPONDENCE ENTERED

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Sep 01, 2023

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

EXPARTE APPEAL RECEIVED AT TTAB

May 18, 2023

EXPARTE APPEAL RECEIVED AT TTAB

JURISDICTION RESTORED TO EXAMINING ATTORNEY

May 18, 2023

JURISDICTION RESTORED TO EXAMINING ATTORNEY

EX PARTE APPEAL-INSTITUTED

May 18, 2023

EX PARTE APPEAL-INSTITUTED

TEAS REQUEST FOR RECONSIDERATION RECEIVED

May 18, 2023

TEAS REQUEST FOR RECONSIDERATION RECEIVED

FINAL REFUSAL WRITTEN

Mar 15, 2023

FINAL REFUSAL WRITTEN

FINAL REFUSAL E-MAILED

Mar 15, 2023

FINAL REFUSAL E-MAILED

NOTIFICATION OF FINAL REFUSAL EMAILED

Mar 15, 2023

NOTIFICATION OF FINAL REFUSAL EMAILED

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 09, 2023

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Feb 08, 2023

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 08, 2023

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

Oct 13, 2022

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Oct 13, 2022

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 13, 2022

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Oct 06, 2022

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 22, 2022

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Feb 19, 2022

NEW APPLICATION ENTERED

PERSONALIZED RETIREMENT INCOME ANALYSIS

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Other Marks by PlanMember Financial Corporation

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