Trademark: 86082120
Word
RETIREMENT PLAN DIAGNOSTIC
Status
Registered
Status Code
701
Status Date
Wednesday, December 8, 2021
Serial Number
86082120
Registration Number
4887042
Registration Date
Tuesday, January 12, 2016
Mark Type
4000
Filing Date
Thursday, October 3, 2013

Trademark Owner History
The Advisor Lab, LLC - Original Registrant

Classifications
35 Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that uses current and historical Form 5500 and investment data to deliver a comprehensive benchmarking report on retirement plans, including the plan's return on investment, participation level, and utilization against the plan's peer group and industry for business or commercial purposes
36 Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services

Trademark Events
Dec 8, 2021
Notice Of Acceptance Of Sec. 8 - E-Mailed
Dec 8, 2021
Registered - Sec. 8 (6-Yr) Accepted
Dec 8, 2021
Case Assigned To Post Registration Paralegal
Jul 19, 2021
Teas Section 8 Received
Jan 12, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Aug 28, 2019
Attorney/Dom.Rep.Revoked And/Or Appointed
Aug 28, 2019
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Sep 27, 2017
Assignment Of Ownership Not Updated Automatically
May 4, 2016
Assignment Of Ownership Not Updated Automatically
Jan 12, 2016
Registered-Supplemental Register
Dec 9, 2015
Law Office Publication Review Completed
Dec 3, 2015
Notice Of Acceptance Of Amendment To Allege Use Mailed
Dec 2, 2015
Approved For Registration Supplemental Register
Dec 2, 2015
Use Amendment Accepted
Oct 22, 2015
Amendment To Use Processing Complete
Oct 22, 2015
Use Amendment Filed
Oct 22, 2015
Teas/Email Correspondence Entered
Sep 18, 2015
Correspondence Received In Law Office
Oct 14, 2015
Assigned To Lie
Oct 6, 2015
Assigned To Lie
Sep 18, 2015
Teas Amendment Of Use Received
Sep 18, 2015
Teas Response To Office Action Received
Mar 20, 2015
Non-Final Action Mailed
Mar 20, 2015
Non-Final Action Written
Feb 17, 2015
Teas/Email Correspondence Entered
Feb 17, 2015
Correspondence Received In Law Office
Feb 17, 2015
Teas Request For Reconsideration Received
Aug 14, 2014
Final Refusal Mailed
Aug 13, 2014
Final Refusal Written
Jul 24, 2014
Teas/Email Correspondence Entered
Jul 24, 2014
Correspondence Received In Law Office
Jul 24, 2014
Teas Response To Office Action Received
Jan 24, 2014
Non-Final Action Mailed
Jan 24, 2014
Non-Final Action Written
Jan 16, 2014
Assigned To Examiner
Oct 10, 2013
New Application Office Supplied Data Entered In Tram
Oct 7, 2013
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24