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Official data from USPTO

PLANMEMBER POOLED EMPLOYER PLAN

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: US

Quick snapshot

PLANMEMBER POOLED EMPLOYER PLAN

ST13

US500000097021899

Class

35, 36

Filing

97021899

Registration

6928001

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

31

Latest update

06/23/2026

Classification

Registered

Trademark type

Word

Nice classes

35, 36

Filing date

09/10/2021

Registration date

12/20/2022

Expiration date

-

Recommended action

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Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/20/2022

Last transaction

06/23/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

03/30/2021

First use in commerce

03/30/2021

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 35Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Financial record keeping services for retirement plans for regulatory compliance purposes and to support employers

Class 36

Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers involving a pooled retirement plan of multiple employers; Financial administration of retirement plans that allow employers to pool assets with other employers to efficiently offer plans, including 401K plans, to their employees and limit employer's liability and cost

Publications

History of USPTO decisions and trademark events.

31 publications found

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

06/19/2026

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

12/20/2022

R.PR

REGISTERED-PRINCIPAL REGISTER

12/20/2022

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

10/04/2022

PUBO

PUBLISHED FOR OPPOSITION

10/04/2022

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

09/14/2022

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

08/29/2022

XAEC

EXAMINER'S AMENDMENT ENTERED

08/29/2022

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

08/29/2022

GNEA

EXAMINERS AMENDMENT E-MAILED

08/29/2022

CNEA

EXAMINERS AMENDMENT -WRITTEN

08/29/2022

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

06/30/2022

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/29/2022

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

06/29/2022

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

09/14/2021

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