RETIREMENT BALANCING ACT - Trademark Details
Status: 701 - Section 8-Accepted
Image for trademark with serial number 86296678
Serial Number
86296678
Registration Number
4674964
Word Mark
RETIREMENT BALANCING ACT
Status
701 - Section 8-Accepted
Status Date
2021-04-14
Filing Date
2014-05-30
Registration Number
4674964
Registration Date
2015-01-20
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
260115, 260121, 261701, 261705, 270301 - Three circles. Circles that are totally or partially shaded. Straight line(s), band(s) or bar(s). Horizontal line(s), band(s) or bar(s). Geometric figures forming letters or numerals, including punctuation.
Published for Opposition Date
2014-11-04
Law Office Assigned Location Code
M20
Employee Name
WATTS-FITZGERALD, CAIT
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"RETIREMENT"
Description of Mark
The mark consists of the words "Retirement Balance Act" and three distinct graphic elements. The words "Balancing Act" are aligned horizontally, with the initial letters of each word capitalized. The letter "l" in "Balancing" is represented by, and replaced with, a graphic element, namely, a vertical line having circles of different sizes at either terminus, the smaller circle at the bottom. Atop the larger circle is a second graphic element consisting of a line with small circles of equal size at its terminus. This line is aligned approximately ten degrees off the horizontal baseline created by the words "Balancing Act," the left end higher than the right end, creating the effect that the line is balanced atop the vertical graphic element. Sitting atop this second graphic element, and aligned with, it is the word "RETIREMENT" in all capital letters, but in a smaller font that "Retirement Balancing." Suspended above the letter "E" in "Retirement" is a third graphic element consisting of a short horizontal line which appears to be a disjointed continuation of the first graphic element, a small circle at its upper terminus.
Goods and Services
Financial management; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Investment management
Classification Information
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
2014-06-12
Primary Code
036
First Use Anywhere Date
2014-05-30
First Use In Commerce Date
2014-05-30
Current Trademark Owners
Party Type
31 - 1st New Owner Entered After Registration
Address
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Trademark Owner History
Party Type
31 - 1st New Owner Entered After Registration
Address
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Party Type
30 - Original Registrant
Address
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Party Type
20 - Owner at Publication
Address
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Party Type
10 - Original Applicant
Address
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Correspondences
Name
Charles F. Luce, Jr.
Address
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Trademark Events
Event DateEvent Description
2014-06-03NEW APPLICATION ENTERED IN TRAM
2014-06-12NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2014-06-13NOTICE OF DESIGN SEARCH CODE E-MAILED
2014-09-11ASSIGNED TO EXAMINER
2014-09-13EXAMINERS AMENDMENT -WRITTEN
2014-09-13EXAMINERS AMENDMENT E-MAILED
2014-09-13NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2014-09-13EXAMINER'S AMENDMENT ENTERED
2014-09-13APPROVED FOR PUB - PRINCIPAL REGISTER
2014-09-25ASSIGNED TO LIE
2014-09-26LAW OFFICE PUBLICATION REVIEW COMPLETED
2014-10-15NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2014-11-04PUBLISHED FOR OPPOSITION
2014-11-04OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2015-01-20REGISTERED-PRINCIPAL REGISTER
2018-06-13AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2020-01-20COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2021-01-20TEAS SECTION 8 RECEIVED
2021-04-14CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2021-04-14REGISTERED - SEC. 8 (6-YR) ACCEPTED
2021-04-14NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED