YOUR VALUES. YOUR RETIREMENT.

Live / Registered — Registered and renewed (as of 02 Oct 2023)

What this means for you

Registered since 20 Aug 2013. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 20 Aug 2033: the §8 & §9 renewal).

Record

Serial number
85548199
Registration number
4388942
Mark type
Slogan / phrase
Filed
21 Feb 2012
Published for opposition
24 Apr 2012
Registered
20 Aug 2013
Current term from
20 Aug 2023
Next maintenance filing
§8 & §9 renewal, due by 20 Aug 2033 (grace period to 20 Feb 2034)
Attorney of record
Rachel M. Hofstatter

Goods and services

  • Class 036 — Insurance and financial services: Financial services related to retirement savings and retirement planning, namely, providing financial information and financial consulting services and financial analysis; financial planning; financial administration of retirement plans; investment management; and investment advisory services

Owner

Prosecution history

  • 02 Oct 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 02 Oct 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 02 Oct 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 02 Oct 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 30 Mar 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 20 Aug 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 22 Oct 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 22 Oct 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 Oct 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 22 Oct 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 22 Oct 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 11 Sept 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 11 Sept 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 11 Sept 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Aug 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

View this trademark record on Rightsy