Trademark: 86977841
Status Date
Friday, July 29, 2022
Registration Number
4902063
Registration Date
Tuesday, February 16, 2016
Filing Date
Thursday, December 11, 2014
Published for Opposition
Tuesday, May 26, 2015
41 Education services, namely, providing training and education to investment advisors and agents in the form of workshops, presentations, seminars and lectures in the fields of wealth management and retirement planning; education services, namely, providing non-downloadable webinars in the field of financial planning; educational services, namely, providing continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing information regarding IRA planning to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding IRA planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of IRA planning and retirement benefits
9 Downloadable educational materials in the field of financial planning; [ downloadable brochures and multimedia materials in the nature of cds in the field of financial planning; ] downloadable informational materials regarding IRA planning and retirement benefits; downloadable electronic newsletters in the field of financial planning; downloadable webinars in the field of financial planning
16 Printed educational materials in the field of financial planning; printed brochures in the field of financial planning; printed informational materials regarding IRA planning and retirement benefits; newsletters in the field of financial planning
36 Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy services, namely, counseling regarding IRA planning; financial consultation in the field of IRA planning
Color is not claimed as a feature of the mark.
"IRA PLANNING"
Jul 29, 2022
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jul 29, 2022
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jul 29, 2022
Case Assigned To Post Registration Paralegal
Feb 15, 2022
Teas Section 8 & 15 Received
Feb 16, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Feb 16, 2016
Registered-Principal Register
Jan 14, 2016
1(B) Basis Deleted; Proceed To Registration
Nov 20, 2015
Notice Of Allowance Cancelled
Nov 20, 2015
Divisional Processing Complete
Oct 30, 2015
Divisional Request Received
Nov 20, 2015
Case Assigned To Intent To Use Paralegal
Oct 30, 2015
Teas Request To Divide Received
Jul 21, 2015
Noa E-Mailed - Sou Required From Applicant
May 26, 2015
Official Gazette Publication Confirmation E-Mailed
May 26, 2015
Published For Opposition
May 6, 2015
Notification Of Notice Of Publication E-Mailed
Apr 21, 2015
Law Office Publication Review Completed
Apr 20, 2015
Assigned To Lie
Mar 28, 2015
Approved For Pub - Principal Register
Mar 28, 2015
Examiner's Amendment Entered
Mar 28, 2015
Notification Of Examiners Amendment E-Mailed
Mar 28, 2015
Examiners Amendment E-Mailed
Mar 28, 2015
Examiners Amendment -Written
Mar 24, 2015
Assigned To Examiner
Dec 17, 2014
New Application Office Supplied Data Entered In Tram
Dec 15, 2014
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
