RETIREMENT PLAN EFFICIENCY ANALYSIS - Trademark Details
Status: 701 - Section 8-Accepted
Serial Number
86082125
Registration Number
4887043
Word Mark
RETIREMENT PLAN EFFICIENCY ANALYSIS
Status
701 - Section 8-Accepted
Status Date
2021-12-08
Filing Date
2013-10-03
Registration Number
4887043
Registration Date
2016-01-12
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
L50
Employee Name
CROMER, ZACHARY
Statements
Goods and Services
Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that displays a side-by-side comparison of a current retirement plan design and performance against a proposed plan design whereby such comparison communicates features, benefits and overall impact of the proposed plan design's value proposition as customized with specific investment line-up and models for business or commercial purposes
Goods and Services
Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services
Goods and Services
INTEGRATED TRAINING SERVICES FOR FINANCIAL PROFESSIONALS; CONDUCTING TRAINING SEMINARS AND WORKSHOPS IN THE FIELD OF FINANCIAL INVESTMENT FOR FINANCIAL ADVISORS; AND RELATED SERVICES
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2014-07-24
Primary Code
035
First Use Anywhere Date
2009-12-31
First Use In Commerce Date
2009-12-31
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2013-10-10
Primary Code
036
First Use Anywhere Date
2009-12-31
First Use In Commerce Date
2009-12-31
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Camille M. Miller
Address
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Trademark Events
| Event Date | Event Description |
| 2013-10-07 | NEW APPLICATION ENTERED IN TRAM |
| 2013-10-10 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2014-01-16 | ASSIGNED TO EXAMINER |
| 2014-01-23 | NON-FINAL ACTION WRITTEN |
| 2014-01-24 | NON-FINAL ACTION MAILED |
| 2014-07-24 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2014-07-24 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2014-07-24 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2014-08-13 | FINAL REFUSAL WRITTEN |
| 2014-08-14 | FINAL REFUSAL MAILED |
| 2015-02-17 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 2015-02-17 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2015-02-18 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2015-03-20 | NON-FINAL ACTION WRITTEN |
| 2015-03-20 | NON-FINAL ACTION MAILED |
| 2015-09-18 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2015-09-18 | TEAS AMENDMENT OF USE RECEIVED |
| 2015-10-06 | ASSIGNED TO LIE |
| 2015-10-14 | ASSIGNED TO LIE |
| 2015-09-18 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2015-10-22 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2015-10-22 | USE AMENDMENT FILED |
| 2015-10-22 | AMENDMENT TO USE PROCESSING COMPLETE |
| 2015-11-30 | USE AMENDMENT ACCEPTED |
| 2015-12-01 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE MAILED |
| 2015-12-02 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 2015-12-09 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2016-01-12 | REGISTERED-SUPPLEMENTAL REGISTER |
| 2016-05-04 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 2017-09-27 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 2019-08-28 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2019-08-28 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2021-01-12 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 2021-07-19 | TEAS SECTION 8 RECEIVED |
| 2021-12-08 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2021-12-08 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 2021-12-08 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
