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THE B.O.S.S. RETIREMENT SCORECARD

Status

Pending

Status Code

688

Status Date

Tuesday, July 16, 2024

Serial Number

97049439

Mark Type

4

Filing Date

Tuesday, September 28, 2021

Published for Opposition

Tuesday, May 21, 2024

Trademark Owner History

Infinity Publishing, L.L.C. - Owner At Publication

Classifications

41 Educational services, namely, conducting workshops, seminars and webinars in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; educational services, namely, the presentation of seminars, lectures, workshops, panel discussions, podcast interviews, public speaking events and ongoing television and radio talk shows all in the field of public interest concerning financial optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; providing online, non-downloadable pre-recorded videos featuring information in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments; providing online, non-downloadable pre-recorded videos featuring information in the field of retirement planning, estate planning and financial planning; providing of online non-downloadable books, ebooks, and workbooks in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare

9 Downloadable reports in the field of asset and wealth optimization and management, social security, retirement planning, financial planning, estate planning and taxes; downloadable reports analyzing financial risks, rates and fees; downloadable reports in the field of tax optimization; downloadable books, ebooks, and workbooks in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare

16 Printed books, workbooks and publications, namely, printed pamphlets, brochures, newsletter, journals and magazines, all in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare

36 Investment management services in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; financial planning; providing financial services with respect to securities and other financial instruments and products, namely, money management; securities brokerage services; investment management services in the field of private placement of securities; investment management services in the field of initial public offerings; providing financial information in the field of retirement planning; retirement plan administration services; retirement fund investment services; underwriting, issuance and administration of annuities; financial consultation services in the field of annuities; providing financial information by electronic means; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial strategy services, namely, estate and financial trust planning, probate administration services, charitable giving planning, estate planning; consulting services in the field of health insurance, namely, providing comparison and consultation of Medicare and social security benefits, retirement planning and financial risk assessment

35 Business consultation services in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning using securities based insurance; business consultation services in the field of social security benefit analysis and strategy; business consultation services in the field of financial strategy; business consultation services in the field of retirement planning; business consultation services in the field of insurance, namely, medicare; on-line retail store services featuring pre-recorded CDs, DVDs, books, workbooks and publications, namely, pamphlets, brochures, newsletters, journals and magazines, all in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning; tax planning services

42 Providing online, non-downloadable videos in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; providing online, non-downloadable audio files in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning

"RETIREMENT SCORECARD"

Trademark Events

Oct 1, 2021

New Application Entered

Oct 27, 2021

New Application Office Supplied Data Entered

Jun 28, 2022

Assigned To Examiner

Jul 8, 2022

Non-Final Action Written

Jul 8, 2022

Non-Final Action E-Mailed

Jul 8, 2022

Notification Of Non-Final Action E-Mailed

Jul 8, 2022

Non-Final Action Written

Jul 8, 2022

Non-Final Action E-Mailed

Jul 8, 2022

Notification Of Non-Final Action E-Mailed

Dec 20, 2022

Teas Response To Office Action Received

Dec 20, 2022

Correspondence Received In Law Office

Dec 21, 2022

Teas/Email Correspondence Entered

Jan 25, 2023

Final Refusal Written

Jan 25, 2023

Final Refusal E-Mailed

Jan 25, 2023

Notification Of Final Refusal Emailed

Apr 21, 2023

Teas Request For Reconsideration Received

Apr 21, 2023

Exparte Appeal Received At Ttab

Apr 21, 2023

Jurisdiction Restored To Examining Attorney

Apr 21, 2023

Ex Parte Appeal-Instituted

Sep 6, 2023

Assigned To Lie

Sep 6, 2023

Correspondence Received In Law Office

Sep 6, 2023

Teas/Email Correspondence Entered

Nov 9, 2023

Approved For Pub - Principal Register

Nov 9, 2023

Exparte Appeal Terminated

Dec 19, 2023

Non-Final Action Written

Dec 19, 2023

Non-Final Action E-Mailed

Dec 19, 2023

Notification Of Non-Final Action E-Mailed

Mar 19, 2024

Correspondence Received In Law Office

Mar 19, 2024

Teas/Email Correspondence Entered

Mar 19, 2024

Teas Response To Office Action Received

Nov 21, 2023

Withdrawn From Pub - Og Review Query

Dec 12, 2023

Previous Allowance Count Withdrawn

Mar 28, 2024

Assigned To Examiner

Apr 16, 2024

Approved For Pub - Principal Register

May 1, 2024

Notification Of Notice Of Publication E-Mailed

May 21, 2024

Published For Opposition

May 21, 2024

Official Gazette Publication Confirmation E-Mailed

Jul 16, 2024

Noa E-Mailed - Sou Required From Applicant