Trademark: 86817926
Word
INSPIRING CONFIDENCE IN YOUR RETIREMENT
Status
Registered
Status Code
702
Status Date
Tuesday, January 3, 2023
Serial Number
86817926
Registration Number
4993012
Registration Date
Tuesday, July 5, 2016
Mark Type
4000
Filing Date
Thursday, November 12, 2015
Published for Opposition
Tuesday, April 19, 2016

Trademark Owner History
McHarg, Courtney - Original Registrant

Classifications
36 Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities

Trademark Events
Jan 3, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jan 3, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jan 3, 2023
Case Assigned To Post Registration Paralegal
Jun 17, 2022
Teas Section 8 & 15 Received
Jul 5, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jul 5, 2016
Registered-Principal Register
Apr 19, 2016
Official Gazette Publication Confirmation E-Mailed
Apr 19, 2016
Published For Opposition
Mar 30, 2016
Notification Of Notice Of Publication E-Mailed
Mar 8, 2016
Approved For Pub - Principal Register
Mar 6, 2016
Assigned To Examiner
Nov 17, 2015
New Application Office Supplied Data Entered In Tram
Nov 16, 2015
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24