Word

Status

Registered

Status Code

702

Status Date

Tuesday, December 5, 2023

Serial Number

87028105

Registration Number

5244033

Registration Date

Tuesday, July 18, 2017

Mark Type

2000

Filing Date

Friday, May 6, 2016

Published for Opposition

Tuesday, May 2, 2017

Trademark Owner History

ABA Retirement Funds - Original Registrant

Classifications

41 Educational services, namely, providing non-downloadable webinars in the fields of financial planning, retirement planning, retirement plan fees, holistic financial wellness programs, namely, providing non-downloadable webinars featuring educational seminars and instruction for planning for financial distributions; investment education, namely, providing non-downloadable webinars featuring educational seminars in the field of retirement planning, investment advice, trust management accounts, and financial and regulatory administration of retirement plans, and distribution of educational materials in connection therewith for all of the above

36 Financial services and products for fully-bundled retirement programs, namely, financial investment in the field of securities, financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment funds of others; fiduciary services, namely, fiduciary representative services; trustee services; self-directed brokerage services, namely, brokerage of shares and other securities; investment of funds; investment products and vehicles, namely, investment options for retirement plans, commingled funds investment, and mutual funds investment, investment services namely, asset acquisition, consultation, development and management services; investment advice, trust management accounts, investment management, investment consultation, and investment of funds for others; plan administration of and regulatory compliance consulting for defined contribution and defined benefit plans, distribution options, and holistic financial wellness programs, namely, processing, administering and managing employee benefit plans concerning insurance and finance; consultation in the field of retirement plans, namely, financial planning for retirement; retirement products and services, namely, providing information and advice in the field of finance, investment consultation, financial valuations, and financial planning aspects of retirement

The mark consists of sixteen dots in a square formation with eight of the dots forming an arrow.
Color is not claimed as a feature of the mark.

Trademark Events

Dec 5, 2023

Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed

Dec 5, 2023

Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.

Dec 5, 2023

Case Assigned To Post Registration Paralegal

Jun 7, 2023

Teas Section 8 & 15 Received

Jul 18, 2022

Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed

Nov 1, 2018

Teas Change Of Correspondence Received

Jul 18, 2017

Registered-Principal Register

May 2, 2017

Official Gazette Publication Confirmation E-Mailed

May 2, 2017

Published For Opposition

Apr 12, 2017

Notification Of Notice Of Publication E-Mailed

Mar 20, 2017

Approved For Pub - Principal Register

Mar 16, 2017

Teas/Email Correspondence Entered

Mar 15, 2017

Correspondence Received In Law Office

Mar 15, 2017

Teas Request For Reconsideration Received

Oct 24, 2016

Notification Of Final Refusal Emailed

Oct 24, 2016

Final Refusal E-Mailed

Oct 24, 2016

Final Refusal Written

Sep 28, 2016

Teas/Email Correspondence Entered

Sep 27, 2016

Correspondence Received In Law Office

Sep 27, 2016

Teas Response To Office Action Received

Aug 24, 2016

Notification Of Priority Action E-Mailed

Aug 24, 2016

Priority Action E-Mailed

Aug 24, 2016

Priority Action Written

Aug 23, 2016

Assigned To Examiner

May 12, 2016

Notice Of Design Search Code E-Mailed

May 11, 2016

New Application Office Supplied Data Entered

May 10, 2016

New Application Entered