SRS

What this means for you

Not registered yet, but its 09 Jul 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99930673

Mark type

Design + words

Filed

09 Jul 2026

Attorney of record

Kevin J. Soucek

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable mobile application for managing retirement savings accounts,investment accounts, wealth management accounts, qualified retirement planaccounts, non-qualified retirement plan accounts, and investments; Downloadablesoftware for accessing and managing retirement plan information, retirementsavings accounts, investment portfolios, non-qualified deferred compensation planaccounts, and wealth management accounts
• Class 036 — Insurance and financial services: Financial and investment services, namely, financial asset acquisition consultation, investment consultation, investment advisory services, and development of investment strategies; Financial asset management; Wealth management services; Financial planning for retirement, including non-qualified retirement plans; Financial planning services, namely, non-qualified retirement plans, budgeting, savings planning, retirement planning, investment strategy development, and wealth planning; Financial planning for retirement; Financial retirement plan consulting services for qualified retirement plans, non-qualified retirement plans, non-qualified deferred compensation plans, executive deferred compensation plans, supplemental executive retirement plans (SERPs), 401(k) plans, 457(b) plans, and 457(f) plans; Financial consultation in the field of retirement plan administration, retirement plan recordkeeping, asset recordkeeping, 401(k) benefit plans, qualified retirement plans, non-qualified retirement plans, and non-qualified deferred compensation plans; Retirement plan administration services, namely, third-party administration of 401(k) retirement plans, qualified retirement plans, non-qualified retirement plans, and non-qualified deferred compensation plans; Financial administration of non-qualified retirement plans, non-qualified deferred compensation plans, executive deferred compensation plans, supplemental executive retirement plans (SERPs), 457(b) plans, and 457(f) plans; Retirement plan recordkeeping services for qualified retirement plans, non-qualified retirement plans, non-qualified deferred compensation plans, 401(k) plans, individual retirement accounts, multiple employer plans, pooled employer plans, and single employer plans; Retirement plan compliance support services, namely, financial administration and financial recordkeeping services designed to assist retirement plans with compliance with federal retirement plan requirements; Administration of multiple employer retirement plans; Administration of pooled employer retirement plans; Administration of single employer retirement plans; Pooled plan provider services, namely, serving as a pooled plan provider for pooled employer retirement plans; Financial fiduciary services for retirement plans; Investment fiduciary services for retirement plan assets; Individual retirement account services, namely, providing traditional and Roth IRA accounts; 401(k) rollover services; Investment advisory services; Investment management services, namely, serving as a discretionary investment manager for retirement plan assets, non-qualified retirement plan assets, and wealth management accounts; Securities brokerage and investment brokerage services; Estate planning consultation services; Insurance consultation services in the field of financial protection planning; Tax planning consultation services; Financial transaction services, namely, processing of retirement plan contributions; Financial transaction services, namely, processing of retirement plan loan and hardship distributions; Providing financial information in the field of retirement savings, wealth management, non-qualified retirement plans, investment strategy, and portfolio management via a website
• Class 042 — Scientific and technological services: Software as a service (SaaS) featuring software for retirement plan administration, retirement plan management, retirement plan recordkeeping, participant account management, financial advisor account management, and plan sponsor account management; Software as a service (SaaS) featuring software for administration and management of qualified retirement plans, non-qualified retirement plans, non-qualified deferred compensation plans, executive deferred compensation plans, supplemental executive retirement plans (SERPs), 401(k) plans, 457(b) plans, and 457(f) plans; Providing temporary use of online, non-downloadable software for wealth management, financial planning, retirement planning, retirement savings planning, investment risk assessment, portfolio monitoring, and investment account management; Providing temporary use of online, nondownloadable software for creating customized retirement savings plans; Providing temporary use of online, non-downloadable software for generating retirement plan proposals, sales prospecting materials, and value propositions for potential retirement plan clients; Providing temporary use of online, nondownloadable software portals for retirement plan account management by plan sponsors, financial advisors, participants, employers, and plan administrators; Providing temporary use of online, non-downloadable software tools for retirement savings calculation, retirement income planning, non-qualified deferred compensation plan modeling, and investment risk assessment

Owner

• SLAVIC INTEGRATED ADMINISTRATION, INC., Boca Raton, FL, US

Prosecution history

• 09 Jul 2026 — APPLICATION FILING RECEIPT MAILED
• 09 Jul 2026 — NEW APPLICATION ENTERED