Trademark: 98233823
Word
INVESTED IN THE POSITIVE
Status
Pending
Status Code
681
Status Date
Thursday, May 16, 2024
Serial Number
98233823
Mark Type
4
Filing Date
Friday, October 20, 2023
Published for Opposition
Tuesday, June 18, 2024

Trademark Owner History

Classifications
9 Computer hardware and downloadable software used in connection with financial services, real estate investment services, real estate management services, investment management services, banking services, credit card services, investment advisory services, and insurance services, namely, for accessing financial institutions
36 Insurance and financial services, namely, insurance underwriting, distribution of annuities, insurance administration, and insurance agency and brokerage services all in the fields of individual life insurance, group life insurance, accident and health insurance, and annuities; insurance and financial services, namely, issuance and administration of annuities, distribution of annuities, monitoring financial markets for investment purposes; maintaining annuities for sales transactions; establishing mutual funds for others; mutual fund distribution, monitoring financial markets for investment purposes; Business brokerage services and related consulting pertaining to business sales; administration of transactions involving mutual funds, bank trust funds, private equity funds and other pooled investment vehicles; Financial management in the field of employee pension funds, retirement plans, and investment portfolios; Financial administration of retirement plans, employer benefit management plans, employee pension plans, absence management arrangements, and pension risk transfer and reinsurance services; Administration of employee welfare benefit plans concerning insurance and finance; capital investment consultation services; Financial investment brokerage services, namely, the arrangement and provision of private and public sales of loans and loan portfolios; securities brokerage and lending services; financial portfolio management and financial asset management services; investment advisory services and debt management services; financial planning services; financial retirement planning services; financial information provided by electronic means; financial research services; loan and financing services, namely, loan origination services, commercial lending services, and financial management in the field of commercial loans; mortgage financing services, namely, mortgage origination, consumer lending services, and servicing of mortgage loans in the fields of commercial and multi-family housing mortgage loans; Real estate services, namely, brokerage, leasing and, management of commercial property, offices and office space; real estate investment services
35 Business management consulting services; business research services; administrative services, namely data processing in the field of insurance claims administration, retirement plan administration, and accounting services for others; management services, namely services in the fields of business management and business administration to administer employee insurance, pension and retirement plans; market research in the fields of finance, insurance and real estate; performance of advertising and marketing measures to promote real estate funds; accounting services; business management of real estate funds; data processing services; marketing of commingled, open-end equity real estate services; Marketing services to pre-qualified brokers, agents and agencies, namely, providing underwriting and quote information, insurance rating estimates, and insurance business appointment tracking; administration and record keeping of employee pension and retirement plans, employer benefit management plans, namely employee welfare benefit plans, and absence management arrangements, and pension risk transfer and reinsurance services; Financial record-keeping of employee pension and retirement plans, employer benefit management plans, employee welfare benefit plans concerning insurance, finance, and absence management arrangements, and pension risk transfer and reinsurance services for liability and insurance risk management and regulatory compliance

Trademark Events
Oct 26, 2023
New Application Office Supplied Data Entered
Oct 24, 2023
New Application Entered
Feb 8, 2024
Non-Final Action E-Mailed
Feb 6, 2024
Assigned To Examiner
Feb 8, 2024
Non-Final Action Written
Feb 8, 2024
Notification Of Non-Final Action E-Mailed
May 13, 2024
Approved For Pub - Principal Register
Apr 24, 2024
Teas/Email Correspondence Entered
Apr 24, 2024
Correspondence Received In Law Office
Apr 24, 2024
Teas Response To Office Action Received

Trademark Alertz updated from USPTO on 2030-01-24