TREA

86870791 - BRIGHTPLAN

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Information

  • Trademark
  • 86870791
  • Serial Number
    86870791
  • Registration Number
    5955786
  • Filing Date
    January 10, 2016
    10 years ago
  • Registration Date
    January 07, 2020
    6 years ago
  • Transaction Date
    January 07, 2025
    a year ago
  • Status Date
    January 07, 2020
    6 years ago
  • Published for Opposition Date
    October 04, 2016
    9 years ago
  • Location Date
    December 01, 2019
    6 years ago
  • First Use Anywhere Date
    June 01, 2019
    6 years ago
  • First Use In Commerce Date
    June 01, 2019
    6 years ago
  • Status Code
    700
  • Current Location
    PUBLICATION AND ISSUE SECTION
    Employee Name
    SMITH, CYNTHIA
  • Attorney Docket Number
    T-3859/1 US
    Attorney Name
    Jefferson F. Scher
    Law Office Assigned Location Code
    L70
  • Owners
Information
Mark Drawing Code
4
Mark Identification
BRIGHTPLAN
Case File Statements
  • GS0411: 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
  • GS0091: 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
  • PM0001: BRIGHT PLAN
  • GS0361: 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
  • GS0421: 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
Case File Event Statements
  • 1/16/2016 - 10 years ago
    2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS
  • 1/13/2016 - 10 years ago
    1 - NEW APPLICATION ENTERED Type: NWAP
  • 1/19/2016 - 10 years ago
    3 - NOTICE OF PSEUDO MARK E-MAILED Type: MPMK
  • 4/26/2016 - 9 years ago
    4 - ASSIGNED TO EXAMINER Type: DOCK
  • 4/29/2016 - 9 years ago
    5 - NON-FINAL ACTION WRITTEN Type: CNRT
  • 4/29/2016 - 9 years ago
    7 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN
  • 4/29/2016 - 9 years ago
    6 - NON-FINAL ACTION E-MAILED Type: GNRT
  • 8/4/2016 - 9 years ago
    8 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA
  • 8/4/2016 - 9 years ago
    9 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA
  • 8/5/2016 - 9 years ago
    10 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME
  • 8/23/2016 - 9 years ago
    11 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 9/14/2016 - 9 years ago
    12 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP
  • 10/4/2016 - 9 years ago
    13 - PUBLISHED FOR OPPOSITION Type: PUBO
  • 10/4/2016 - 9 years ago
    14 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB
  • 11/29/2016 - 9 years ago
    15 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT Type: NOAM
  • 5/3/2017 - 8 years ago
    16 - SOU TEAS EXTENSION RECEIVED Type: EEXT
  • 5/3/2017 - 8 years ago
    17 - SOU EXTENSION 1 FILED Type: EXT1
  • 5/3/2017 - 8 years ago
    18 - SOU EXTENSION 1 GRANTED Type: EX1G
  • 5/5/2017 - 8 years ago
    19 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA
  • 11/29/2017 - 8 years ago
    20 - SOU TEAS EXTENSION RECEIVED Type: EEXT
  • 11/29/2017 - 8 years ago
    22 - SOU EXTENSION 2 FILED Type: EXT2
  • 12/4/2017 - 8 years ago
    21 - CASE ASSIGNED TO INTENT TO USE PARALEGAL Type: AITU
  • 12/5/2017 - 8 years ago
    23 - SOU EXTENSION 2 GRANTED Type: EX2G
  • 12/6/2017 - 8 years ago
    24 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA
  • 12/12/2017 - 8 years ago
    25 - TEAS REQUEST TO DIVIDE RECEIVED Type: ERTD
  • 12/12/2017 - 8 years ago
    26 - DIVISIONAL REQUEST RECEIVED Type: DRRR
  • 12/19/2017 - 8 years ago
    27 - DIVISIONAL PROCESSING COMPLETE Type: DPCC
  • 12/23/2017 - 8 years ago
    28 - CORRECTED NOA E-MAILED Type: NOAC
  • 5/18/2018 - 7 years ago
    29 - SOU TEAS EXTENSION RECEIVED Type: EEXT
  • 5/18/2018 - 7 years ago
    30 - SOU EXTENSION 3 FILED Type: EXT3
  • 5/18/2018 - 7 years ago
    31 - SOU EXTENSION 3 GRANTED Type: EX3G
  • 5/22/2018 - 7 years ago
    32 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA
  • 11/27/2018 - 7 years ago
    33 - SOU TEAS EXTENSION RECEIVED Type: EEXT
  • 11/27/2018 - 7 years ago
    34 - SOU EXTENSION 4 FILED Type: EXT4
  • 11/27/2018 - 7 years ago
    35 - SOU EXTENSION 4 GRANTED Type: EX4G
  • 11/29/2018 - 7 years ago
    36 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA
  • 11/20/2019 - 6 years ago
    41 - TEAS STATEMENT OF USE RECEIVED Type: EISU
  • 11/20/2019 - 6 years ago
    42 - USE AMENDMENT FILED Type: IUAF
  • 11/26/2019 - 6 years ago
    43 - STATEMENT OF USE PROCESSING COMPLETE Type: SUPC
  • 12/1/2019 - 6 years ago
    44 - ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Type: CNPR
  • 12/3/2019 - 6 years ago
    45 - NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Type: SUNA
  • 1/7/2020 - 6 years ago
    46 - REGISTERED-PRINCIPAL REGISTER Type: R.PR
  • 9/13/2022 - 3 years ago
    47 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Type: REAP
  • 9/13/2022 - 3 years ago
    48 - ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Type: ARAA
  • 1/7/2025 - a year ago
    50 - COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Type: REM1
  • 5/17/2019 - 6 years ago
    37 - SOU TEAS EXTENSION RECEIVED Type: EEXT
  • 5/17/2019 - 6 years ago
    38 - SOU EXTENSION 5 FILED Type: EXT5
  • 5/20/2019 - 6 years ago
    39 - SOU EXTENSION 5 GRANTED Type: EX5G
  • 5/21/2019 - 6 years ago
    40 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA
  • 9/13/2022 - 3 years ago
    49 - TEAS CHANGE OF CORRESPONDENCE RECEIVED Type: TCCA