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OFFICIAL RETIREMENT PLANNERS OF THE MILLENNIUM

Status

Dead

Status Code

602

Status Date

Monday, December 4, 2000

Serial Number

75432074

Mark Type

1000

Filing Date

Tuesday, February 10, 1998

Abandoned Date

Friday, October 13, 2000

Trademark Owner History

Charles Schwab & Co., Inc.

Classifications

36 Brokerage services in the fields of securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options; financial investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures and stock options; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of securities, stocks, bonds, mutual funds, money market funds, commodities, futures and stock options; securities brokerage account services that include interest bearing for cash between investments, access to cash and margin loans; credit card debit card services; checking account services; annuity investment services; financial investment in the field of variable insurance; retirement plan services including trustee services and retirement plan recordkeeping services; trust company custody services; financial planning; insurance brokerage; cash management account services; investment services in the field of fixed income securities; bill payment services; electronic fund transfer; providing information and analysis in the fields of finance, economics, investment, business, financial planning and investment strategy; providing portfolio management tools, decision-making tools, and investment research tools, namely, tools for monitoring investment market value and performance of investments, tools for analyzing investment performance, tools for evaluating asset allocation, risk tolerance, alternatives plan, investing timeframe and investment alternatives plan; providing investment account information by phone; financial research; providing access to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government and economics; providing access by electronic communication networks to portfolio management services; portfolio management tools, decision-making tools, and investment research tools, namely, tools for monitoring investment market value and performance of investments, tools for analyzing investment performance, tools for evaluating asset allocation, risk tolerance, alternatives plan, investing timeframe and investment alternatives plan; providing access by electronic communication networks to news, information, research, databases and analysis in the fields of investing, finance, financial planning, business, current events, government and economics

41 Education services, namely conducting classes in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation

Trademark Events

Dec 4, 2000

Abandonment - Failure To Respond Or Late Response

Apr 12, 2000

Final Refusal Mailed

Dec 23, 1999

Final Refusal Mailed

Apr 13, 1999

Correspondence Received In Law Office

Oct 13, 1998

Non-Final Action Mailed

Sep 24, 1998

Assigned To Examiner

Sep 23, 1998

Assigned To Examiner