EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
06/19/2026
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Official data from USPTO
PLANMEMBER STRATEGIST
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PLANMEMBER STRATEGIST
ST13
US500000097019895Class
36
Filing
97019895
Registration
6916027
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
27
Latest update
06/23/2026
Trademark type
Word
Nice classes
36
Filing date
09/09/2021
Registration date
12/06/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/06/2022
Last transaction
06/23/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
05/01/2009
First use in commerce
05/01/2009
Drawing code
4
Owner type
03
Owner location
Carpinteria, CA, US
Examiner
AGREDA, SAMANTHA LEIGH
Law office
N50
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
P. C. (pessoa física)
Representatives
Kristin B. Kosinski CISLO & THOMAS LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesfinancial advisory services of third-party investment strategists who each offer a series of professionally managed mutual portfolios that are managed according to the investment approach of each individual strategist to assist investors with strategizing investmentsassessing riskchoosing investment productsmanaging investor portfolios
Publications
History of USPTO decisions and trademark events.
27 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/19/2026
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/19/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/19/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
06/19/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
06/19/2026
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
07/26/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/26/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/26/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/26/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/26/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
07/26/2023
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
12/06/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
12/06/2022
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/20/2022
PUBO
PUBLISHED FOR OPPOSITION
09/20/2022
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/31/2022
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/14/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/01/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/30/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/30/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/15/2022
GNRT
NON-FINAL ACTION E-MAILED
03/15/2022
CNRT
NON-FINAL ACTION WRITTEN
03/15/2022
DOCK
ASSIGNED TO EXAMINER
03/04/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/19/2021
NWAP
NEW APPLICATION ENTERED
09/13/2021
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