Trademark: 98311032
Word

Status
Pending
Status Code
630
Status Date
Tuesday, December 12, 2023
Serial Number
98311032
Mark Type
2000
Filing Date
Tuesday, December 12, 2023

Trademark Owner History

Classifications
41 Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers.
36 Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; trust services, namely, fiduciary representative and investment management services.
35 Retirement plan recordkeeping services.
The mark consists of a stylized cube with the sides in shades of blue except for the right side which is green. An intersection occurs in the top right corner of the design creating a blue rectangle..
The color(s) blue and green is/are claimed as a feature of the mark.

Trademark Events
Mar 26, 2024
Notice Of Design Search Code E-Mailed
Mar 19, 2024
New Application Office Supplied Data Entered
Dec 12, 2023
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24