Word

PLANVISUALIZER

Status

Pending

Status Code

630

Status Date

Tuesday, October 24, 2023

Serial Number

98228096

Mark Type

4000

Filing Date

Tuesday, October 17, 2023

Trademark Owner History

PUTNAM U.S. HOLDINGS I, LLC - 1st New Owner Before Publication
Putnam Investments, LLC - Original Applicant

Classifications

36 Financial investment analysis; Financial planning analysis; Providing financial information the fields of financial planning, investments, benefit plans, and retirement; Provision of financial information; Providing online financial advisory services; Financial advisory services in the nature of assessing and analyzing retirement data and parameters for optimizing financial planning and financial programs; Providing financial information pertaining to finance, benefit plans, investments and retirement planning, through electronic means; Providing financial information consisting of financial updates, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services; Financial advisory services in the nature of financial modeling

35 Providing business information consisting of information, advice, and analysis around employee benefit plans via computer networks, including global computer networks, mobile devices and online services; Providing online business advisory services in the field of employee benefit plans; Business advisory services in the nature of assessing and analyzing data for the administration of employee benefit plans; Business advisory services in the nature of benefit plan administration modeling

42 Providing temporary use of online non-downloadable software applications for use in the field of finance, investments, benefit plans, and retirement; Providing temporary use of online non-downloadable software applications for accessing data analysis; Non-downloadable software applications for analyzing and assessing data in the field of benefit plans, investments, retirement, and finance; Non-downloadable software for use by financial service providers to track and test information relating to benefit plans, investments, retirement, and finance; Non-downloadable software for use by financial service providers for financial and benefit plan modeling and predictions

The mark was first used anywhere in a different form other than that sought to be registered at least as early as 04/18/2011
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 04/18/2011
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 04/18/2011
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 04/18/2011
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 04/18/2011
PLAN VISUALIZER
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 04/18/2011

Trademark Events

Jan 24, 2024

Automatic Update Of Assignment Of Ownership

Oct 24, 2023

New Application Office Supplied Data Entered

Oct 20, 2023

New Application Entered