USPTO serial 86983476
BRIGHTPLAN
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 13, 2018
- 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.
Need help with BRIGHTPLAN?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Los Gatos, CA, US
Los Gatos, CA, US
Boca Raton, FL, 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 |
|---|---|---|---|
| 036 | Provision of financial information in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, tax planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, tax planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; financial services, namely, financial advice, [ investment management, ] financial planning, and financial consultancy; investment advisory services | ACTIVE | Nov 1, 2017 |
| 042 | Software as a service (SAAS) services featuring software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in securities and other financial investment vehicles ] ; providing temporary use of online non-downloadable software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of financial planning, [ portfolio management, ] wealth management, financial advisory services, retirement planning, investing, [ investment management, ] charitable giving [ , brokerage accounts, and trading in financial vehicles ] ; providing temporary use of non-downloadable cloud-based software for creating financial plans, [ executing securities trades, ] and managing asset allocations in the fields of wealth creation and wealth management; providing temporary use of non-downloadable cloud-based software for educating investors and clients in the field finance; providing temporary use of non-downloadable cloud-based software for enabling users to sign and execute documents | ACTIVE | Nov 1, 2017 |
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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| 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 | — |
| Aug 29, 2024 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Aug 29, 2024 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Aug 29, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 9, 2024 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Feb 13, 2023 | 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 | — |
| Feb 13, 2018 | 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. |
| Jan 10, 2018 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jan 9, 2018 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Dec 19, 2017 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 19, 2017 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Dec 12, 2017 | IUAF | USE AMENDMENT FILED | — |
| Dec 12, 2017 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Dec 12, 2017 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Dec 12, 2017 | 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. |
| 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 | — |