Trademark: 85800312
Word
RETIREMENT PLAN EXCHANGE
Status Date
Wednesday, January 8, 2020
Registration Number
4508316
Registration Date
Tuesday, April 1, 2014
Filing Date
Tuesday, December 11, 2012
41 Educational services, namely, conducting workshops, online classes, seminars, conferences, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; non-downloadable electronic publications in the nature of newsletters, guides, articles and white papers, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade
36 Financial services, namely, underwriting and distribution of life and health insurance and annuity products; investment management and advisory services; mutual fund management, brokerage, and distribution services; retail stock brokerage services; financial retirement planning; administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade
35 Providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade
Mar 27, 2024
Teas Section 8 & 9 Received
Apr 1, 2023
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Apr 29, 2020
Review Of Correspondence Complete - Information Made Of Record
Apr 29, 2020
Case Assigned To Post Registration Paralegal
Feb 26, 2020
Applicant/Correspondence Changes (Non-Responsive) Entered
Feb 26, 2020
Teas Change Of Correspondence Received
Feb 26, 2020
Teas Withdrawal Of Attorney Received-Firm Retains
Feb 26, 2020
Attorney/Dom.Rep.Revoked And/Or Appointed
Feb 26, 2020
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Feb 26, 2020
Teas Change Of Owner Address Received
Jan 8, 2020
Notice Of Acceptance Of Sec. 8 - E-Mailed
Jan 8, 2020
Registered - Sec. 8 (6-Yr) Accepted
Dec 27, 2019
Case Assigned To Post Registration Paralegal
Nov 22, 2019
Teas Change Of Correspondence Received
Nov 22, 2019
Teas Section 8 Received
Apr 1, 2019
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Dec 29, 2015
Attorney/Dom.Rep.Revoked And/Or Appointed
Dec 29, 2015
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Sep 23, 2015
Teas Change Of Correspondence Received
Apr 1, 2014
Registered-Supplemental Register
Feb 22, 2014
Law Office Publication Review Completed
Feb 21, 2014
Assigned To Lie
Feb 4, 2014
Notice Of Acceptance Of Amendment To Allege Use E-Mailed
Feb 3, 2014
Approved For Registration Supplemental Register
Feb 3, 2014
Use Amendment Accepted
Jan 30, 2014
Amendment To Use Processing Complete
Jan 30, 2014
Use Amendment Filed
Jan 29, 2014
Teas Amendment Of Use Received
Jan 29, 2014
Teas Change Of Correspondence Received
Jan 29, 2014
Teas/Email Correspondence Entered
Jan 29, 2014
Correspondence Received In Law Office
Jan 29, 2014
Teas Request For Reconsideration Received
Oct 17, 2013
Notification Of Final Refusal Emailed
Oct 17, 2013
Final Refusal E-Mailed
Oct 17, 2013
Final Refusal Written
Sep 17, 2013
Teas/Email Correspondence Entered
Sep 16, 2013
Correspondence Received In Law Office
Sep 16, 2013
Teas Response To Office Action Received
Mar 18, 2013
Notification Of Non-Final Action E-Mailed
Mar 18, 2013
Non-Final Action E-Mailed
Mar 18, 2013
Non-Final Action Written
Mar 15, 2013
Assigned To Examiner
Dec 21, 2012
New Application Office Supplied Data Entered
Dec 14, 2012
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
