Trademark: 86397796
Word
RETIREMENT INCOME DESIGN EXPERIENCE
Status
Registered
Status Code
701
Status Date
Friday, May 28, 2021
Serial Number
86397796
Registration Number
4723768
Registration Date
Tuesday, April 21, 2015
Mark Type
4
Filing Date
Wednesday, September 17, 2014
Published for Opposition
Tuesday, February 3, 2015

Trademark Owner History
Vertex Capital Advisors, LLC - Original Registrant

Classifications
36 Financial planning and investment advisory services; financial information, evaluation, and advisory services; financial advisory and consultancy services; financial administration of retirement plans; financial analysis, consultation and research services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial investment analysis and stock research; financial management; financial management; consulting and information concerning insurance; financial portfolio management; financial portfolio analysis services; financial research and information services; financial research and business equity research services; financial risk management; financial trust planning; investment consultation, and investment management services; management of portfolios comprising securities; monitoring financial markets for investment purposes; mutual fund advisory services; mutual fund analysis services; [ mutual fund development services; ] mutual fund investment; mutual fund planning services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; providing financial services with respect to securities and other financial instruments and products, namely, money management services; providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; providing information in insurance matters; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information, commentary and advice in the field of finance, financial investments and financial valuations; providing information in the field of financial stock and equity markets; providing stock/securities market information; insurance administration; insurance agency; insurance brokerage; insurance consultancy; and strategic financial advisory services
Color is not claimed as a feature of the mark.
"RETIREMENT INCOME DESIGN"

Trademark Events
Dec 5, 2014
Assigned To Examiner
Dec 8, 2014
Examiners Amendment -Written
Sep 20, 2014
New Application Entered
Sep 24, 2014
New Application Office Supplied Data Entered
Dec 8, 2014
Examiners Amendment E-Mailed
Dec 8, 2014
Notification Of Examiners Amendment E-Mailed
Dec 8, 2014
Examiner's Amendment Entered
Dec 27, 2014
Assigned To Lie
Dec 27, 2014
Law Office Publication Review Completed
Jan 14, 2015
Notification Of Notice Of Publication E-Mailed
Feb 3, 2015
Published For Opposition
Apr 21, 2015
Registered-Principal Register
Apr 21, 2020
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Feb 23, 2021
Teas Section 8 Received
Dec 9, 2014
Approved For Pub - Principal Register
Feb 3, 2015
Official Gazette Publication Confirmation E-Mailed
May 28, 2021
Case Assigned To Post Registration Paralegal
May 28, 2021
Registered - Sec. 8 (6-Yr) Accepted
Apr 21, 2024
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
May 28, 2021
Notice Of Acceptance Of Sec. 8 - E-Mailed

Trademark Alertz updated from USPTO on 2030-01-24