Trademark: 85536375
Status Date
Saturday, January 28, 2023
Registration Number
4311685
Registration Date
Tuesday, April 2, 2013
Filing Date
Tuesday, February 7, 2012
Published for Opposition
Tuesday, January 15, 2013
41 Education services, namely, conducting programs in the field of retirement plans
36 Financial services provided to sponsors of retirement plans, participants in retirement plans and individual investors in connection with employee stock option plans, 401k plans, profit sharing plans, executive deferred compensation plans, pension plans and defined benefit plans, namely, providing retirement plan design, assistance with the development of retirement plan investment policies, retirement plan management, retirement plan investment due diligence, investment fee analysis and retirement plan investment performance monitoring; wealth management and financial planning services for individual investors; retirement plan fiduciary services, namely, fiduciary representative services in the field of retirement planning
45 Regulatory compliance consulting in the field of retirement plan administration; fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities related to retirement plans
Jan 28, 2023
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Jan 28, 2023
Registered And Renewed (First Renewal - 10 Yrs)
Jan 28, 2023
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Jan 28, 2023
Case Assigned To Post Registration Paralegal
Jul 13, 2022
Teas Section 8 & 9 Received
Apr 2, 2022
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
May 24, 2018
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
May 24, 2018
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
May 23, 2018
Case Assigned To Post Registration Paralegal
May 10, 2018
Teas Section 8 & 15 Received
Apr 2, 2018
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jul 27, 2016
Automatic Update Of Assignment Of Ownership
Apr 2, 2013
Registered-Principal Register
Jan 15, 2013
Official Gazette Publication Confirmation E-Mailed
Jan 15, 2013
Published For Opposition
Dec 26, 2012
Notification Of Notice Of Publication E-Mailed
Dec 11, 2012
Law Office Publication Review Completed
Dec 7, 2012
Approved For Pub - Principal Register
Dec 6, 2012
Assigned To Examiner
Nov 17, 2012
Teas/Email Correspondence Entered
Nov 17, 2012
Correspondence Received In Law Office
Nov 17, 2012
Assigned To Lie
Nov 8, 2012
Teas Response To Office Action Received
Jul 12, 2012
Notification Of Non-Final Action E-Mailed
Jul 12, 2012
Non-Final Action E-Mailed
Jul 12, 2012
Non-Final Action Written
Jun 19, 2012
Teas/Email Correspondence Entered
Jun 18, 2012
Correspondence Received In Law Office
Jun 18, 2012
Teas Response To Office Action Received
May 17, 2012
Notification Of Non-Final Action E-Mailed
May 17, 2012
Non-Final Action E-Mailed
May 17, 2012
Non-Final Action Written
May 16, 2012
Assigned To Examiner
Feb 14, 2012
Notice Of Pseudo Mark Mailed
Feb 13, 2012
New Application Office Supplied Data Entered
Trademark Alertz updated from USPTO on 2030-01-24
