MANAGED ADVICE - Trademark Details
Status: 701 - Section 8-Accepted
Serial Number
86343239
Registration Number
4673299
Word Mark
MANAGED ADVICE
Status
701 - Section 8-Accepted
Status Date
2020-12-09
Filing Date
2014-07-21
Registration Number
4673299
Registration Date
2015-01-13
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
M90
Employee Name
MCMORROW, RONALD G
Statements
Disclaimer with Predetermined Text
"ADVICE"
Goods and Services
Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; investment advisory services; investment advice; investment management services; administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; providing others, including retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation; providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations
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
2014-07-28
Primary Code
036
First Use Anywhere Date
2014-01-21
First Use In Commerce Date
2014-01-21
Current Trademark Owners
Party Name
Party Type
32 - 2nd New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
32 - 2nd New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Matthew Krigbaum
Address
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Trademark Events
Event Date | Event Description |
2014-07-24 | NEW APPLICATION ENTERED IN TRAM |
2014-07-28 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2014-11-02 | ASSIGNED TO EXAMINER |
2014-11-08 | NON-FINAL ACTION WRITTEN |
2014-11-08 | NON-FINAL ACTION E-MAILED |
2014-11-08 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2014-11-24 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2014-11-24 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2014-11-26 | ASSIGNED TO LIE |
2014-12-03 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2014-12-03 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2014-12-03 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
2014-12-05 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2015-01-13 | REGISTERED-SUPPLEMENTAL REGISTER |
2015-09-23 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
2016-06-17 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2017-01-25 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
2020-01-13 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
2020-02-25 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
2020-02-25 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
2020-02-25 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
2020-02-25 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
2020-02-25 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2020-02-25 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
2020-05-18 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
2020-10-23 | TEAS SECTION 8 RECEIVED |
2020-12-09 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
2020-12-09 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
2020-12-09 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |