USPTO serial 86870791
BRIGHTPLAN
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 7, 2020
- Examiner
- SMITH, CYNTHIA RINALDI
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
San Jose, CA, US
San Jose, CA, US
Los Gatos, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kelley B. Harrington
Kelley B. Harrington Cooley LLP1299 Pennsylvania Avenue, NW, Suite 700ATTN: IP Docketing DepartmentWashington, DC 20004-2400Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer application software for mobile devices, namely, software for enabling users to conduct investment research, perform investment computations, create financial plans, execute securities trades, manage asset allocations in the field of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; computer application software for mobile devices, namely, software for collaborating with others users for purposes of providing financial advice and executing financial transactions; computer application software for mobile devices, namely, software for enabling users to sign and execute documents; downloadable audio, video and multimedia recordings, namely, webcasts and slideshows in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles | ACTIVE | — |
| 036 | providing a website featuring information, namely, digital content in the nature of video, in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; provision of financial information in the fields of estates and trusts and life insurance; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of estates and trusts and life insurance | ACTIVE | Oct 12, 2018 |
| 041 | Educational services, namely, providing webcasts, online workshops, live workshops, and seminars in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles; educational services, namely, classes and seminars in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles | ACTIVE | Oct 24, 2018 |
| 042 | providing temporary use of non-downloadable cloud-based software for retaining and working with financial advisors; providing temporary use of non-downloadable cloud-based software for use by Registered Investment Advisors and financial planners for working with clients and investors | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by BrightPlan LLC
- Other trademarks owned by BrightPlan LLC
- Other trademarks owned by BrightPlan LLC
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named BRIGHTPLAN
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 16, 2026 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Sep 16, 2026 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 16, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 30, 2026 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 10, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 10, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 10, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 7, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 13, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 13, 2022 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Sep 13, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 7, 2020 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Dec 3, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Dec 1, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Nov 26, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Nov 20, 2019 | IUAF | USE AMENDMENT FILED | — |
| Nov 20, 2019 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| May 21, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 20, 2019 | EX5G | SOU EXTENSION 5 GRANTED | — |
| May 17, 2019 | EXT5 | SOU EXTENSION 5 FILED | — |
| May 17, 2019 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Nov 29, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 27, 2018 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Nov 27, 2018 | EXT4 | SOU EXTENSION 4 FILED | — |
| Nov 27, 2018 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| May 22, 2018 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 18, 2018 | EX3G | SOU EXTENSION 3 GRANTED | — |
| May 18, 2018 | EXT3 | SOU EXTENSION 3 FILED | — |
| May 18, 2018 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Dec 23, 2017 | NOAC | CORRECTED NOA E-MAILED | — |
| Dec 19, 2017 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Dec 12, 2017 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Dec 12, 2017 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Dec 6, 2017 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 5, 2017 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Dec 4, 2017 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 29, 2017 | EXT2 | SOU EXTENSION 2 FILED | — |
| Nov 29, 2017 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| May 5, 2017 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 3, 2017 | EX1G | SOU EXTENSION 1 GRANTED | — |
| May 3, 2017 | EXT1 | SOU EXTENSION 1 FILED | — |
| May 3, 2017 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Nov 29, 2016 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Oct 4, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 4, 2016 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Sep 14, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 23, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 5, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 4, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 4, 2016 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Apr 29, 2016 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 29, 2016 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 29, 2016 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 26, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 19, 2016 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Jan 16, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 13, 2016 | NWAP | NEW APPLICATION ENTERED | — |