Trademark: 86770305
Word
FRA PLANTOOLS
Status
Dead
Status Code
710
Status Date
Friday, October 21, 2022
Serial Number
86770305
Registration Number
4934393
Registration Date
Tuesday, April 5, 2016
Mark Type
4000
Filing Date
Monday, September 28, 2015
Cancellation Date
Friday, October 21, 2022

Trademark Owner History
PlanTools, LLC - Original Registrant

Classifications
42 Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to customize Investment Policy Statement scenarios to explore different investment strategies, document investment selections and monitor investment selections on a quarterly basis, assess fees to determine if they are reasonable using benchmarking metrics and regulatory guidelines access financial reports for the purpose of assessing and managing financial risk related to investments and related compliance issues, assess investment advisory qualification for the purpose of selecting an advisor, to receive requests for proposal responses from vendors, and to provide target-date analytics by tracking and managing investment portfolios based on financial data, the age of the investor, and the investor's risk tolerance; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans
FIDUCIARY RISK ASSESSMENT PLAN TOOLS

Trademark Events
Oct 21, 2022
Cancelled Sec. 8 (6-Yr)
Apr 5, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Apr 5, 2016
Registered-Supplemental Register
Mar 2, 2016
Law Office Publication Review Completed
Feb 20, 2016
Assigned To Lie
Jan 20, 2016
Approved For Registration Supplemental Register
Jan 19, 2016
Examiner's Amendment Entered
Jan 19, 2016
Notification Of Examiners Amendment E-Mailed
Jan 19, 2016
Examiners Amendment E-Mailed
Jan 19, 2016
Examiners Amendment -Written
Jan 17, 2016
Assigned To Examiner
Oct 2, 2015
New Application Office Supplied Data Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24