EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
06/19/2026
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Official data from USPTO
PLANMEMBER FINTECHCONNECT
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: US
Quick snapshot
PLANMEMBER FINTECHCONNECT
ST13
US500000098369883Class
42
Filing
98369883
Registration
8033879
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
29
Latest update
06/23/2026
Classification
Registered
Trademark type
Word
Nice classes
42
Filing date
01/22/2024
Registration date
11/18/2025
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
11/18/2025
Last transaction
06/23/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2024-04-00
First use in commerce
2024-04-00
Drawing code
4
Owner type
03
Owner location
Carpinteria, CA, US
Examiner
DEFORD, JEFFREY S
Law office
M60
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
P. C. (pessoa física)
P. C. (pessoa física)
Representatives
Kristin B. Kosinski CISLO & THOMAS LLP
Technical classification
Nice Classes
Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 42
Providing online non-downloadable software platforms for managing and opening retirement accountsfor managing and making investmentsfor accessing marketing materials and educational offeringsfor connecting with financial advisors and sales supportfor accessing financial planning servicesfor accessing educational materials in the field of financial planning and strategiesfor use by financial service providers to manage their practice; Providing temporary use of on-line non-downloadable software development tools for managing and opening retirement accountsfor managing and making investmentsfor accessing marketing materials and educational offeringsfor connecting with financial advisors and sales supportfor accessing financial planning servicesfor accessing educational materials in the field of financial planning and strategiesfor use by financial service advisors to manage clientsmaintain their practicehandle new business
Publications
History of USPTO decisions and trademark events.
29 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
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
11/18/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
11/18/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
10/27/2025
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
10/27/2025
SUPC
STATEMENT OF USE PROCESSING COMPLETE
10/12/2025
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
10/11/2025
IUAF
USE AMENDMENT FILED
05/09/2025
EISU
TEAS STATEMENT OF USE RECEIVED
05/09/2025
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
12/10/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
10/29/2024
PUBO
PUBLISHED FOR OPPOSITION
10/29/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/09/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/23/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/19/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/19/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/19/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/27/2024
GNRT
NON-FINAL ACTION E-MAILED
08/27/2024
CNRT
NON-FINAL ACTION WRITTEN
08/27/2024
DOCK
ASSIGNED TO EXAMINER
08/16/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/22/2024
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
02/07/2024
NWAP
NEW APPLICATION ENTERED
01/22/2024
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