Word

ASSESSBEST

Status

Dead

Status Code

602

Status Date

Tuesday, August 1, 2017

Serial Number

87176002

Mark Type

4000

Filing Date

Monday, September 19, 2016

Abandoned Date

Tuesday, June 27, 2017

Trademark Owner History

Kimberly H. O'Brien

Classifications

9 AssessBEST is an internet based insurance income and asset protection planning software calculation tool and app, The Software may be utilized by broker dealers and their registered representatives, registered investment advisers and their individual investment adviser representatives, or insurance companies and their independent marketing organizations and life insurance agents, The Software is intended for Financial Institutions offering annuities and life insurance for income planning and asset protection solutions. FIs and advisors will utilize AssessBEST to provide the requisite processes and procedures for fiduciary oversight required under the Department of Labor Fiduciary Rule as well as for Insurance Companies and advisors regulated by state specific Suitability Model Law

ASSESS BEST

Trademark Events

Oct 9, 2017

Attorney/Dom.Rep.Revoked And/Or Appointed

Oct 9, 2017

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Aug 2, 2017

Abandonment Notice Mailed - Failure To Respond

Aug 1, 2017

Abandonment - Failure To Respond Or Late Response

Dec 26, 2016

Notification Of Non-Final Action E-Mailed

Dec 26, 2016

Non-Final Action E-Mailed

Dec 26, 2016

Non-Final Action Written

Dec 23, 2016

Assigned To Examiner

Sep 24, 2016

Notice Of Pseudo Mark E-Mailed

Sep 23, 2016

New Application Office Supplied Data Entered In Tram