EXPECT MORE FROM RETIREMENT
Live / Registered — Registered and renewed (as of 09 Feb 2024)
What this means for you
Registered since 24 Sept 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 24 Sept 2033: the §8 & §9 renewal).
Record
- Serial number
- 85853333
- Registration number
- 4406934
- Mark type
- Slogan / phrase
- Filed
- 19 Feb 2013
- Published for opposition
- 09 Jul 2013
- Registered
- 24 Sept 2013
- Current term from
- 24 Sept 2023
- Next maintenance filing
- §8 & §9 renewal, due by 24 Sept 2033 (grace period to 24 Mar 2034)
- Attorney of record
- Jordan Arnot Leahey
Goods and services
- Class 036 — Insurance and financial services: Mutual fund investment, administration, distribution, brokerage, and investment advisory services; financial services, namely, investment management, financial management, financial analysis, consultation, and financial planning services; financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, or other types of financial investments; management of portfolios comprising securities; financial services, namely, mutual fund, sector fund and exchange traded fund investment services; financial services, namely, financial planning, wealth planning, financial asset management, and financial asset protection; financial services, namely, investment planning for retirement; financial services, namely, financial analysis, consultation, management and planning services; retirement plan administration services; financial administration and investment management services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance; providing financial information by electronic means
Owner
- PUTNAM RETAIL MANAGEMENT, LP, San Mateo, CA, US
- PUTNAM RETAIL MANAGEMENT, LP, Boston, MA, US
- PUTNAM RETAIL MANAGEMENT, LP, Boston, MA, US
Prosecution history
- 15 Apr 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 15 Apr 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 15 Apr 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 15 Apr 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 15 Apr 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 09 Feb 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 09 Feb 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 09 Feb 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 09 Feb 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 26 Jan 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 26 Jan 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 26 Jan 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 26 Jan 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 26 Jan 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 15 Aug 2023 — TEAS SECTION 8 & 9 RECEIVED