FUTURESTEP - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98962152
Word Mark
FUTURESTEP
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2025-01-14
Filing Date
2025-01-14
Mark Drawing
4 - Standard character mark
Attorney Name
Statements
Goods and Services
Downloadable software in the nature of interactive mobile applications providing information, advice and content, and access to information, advice and content, in the fields of investing, retirement, retirement income, retirement planning, retirement plans and saving; downloadable publications, namely, papers, reports, studies and white papers, in the fields of retirement, retirement income, retirement planning, retirement plans and saving
Goods and Services
Financial advisory services relating to employee retirement plans, namely, providing information regarding retirement plans accounts and in the field of financial planning for retirement to employee retirement plan participants, on behalf of employee retirement plan sponsors; administration of employee retirement plans for others; record keeping in connection with employee retirement plans for others; electronic processing of contributions, disbursements and related transactions in connection with employee retirement plans for others; funds investment services; Financial management in the field of employee retirement plans; administration services for the implementation of employee retirement plans; consultancy in the field of group benefits, employee benefits, pension benefits, retirement benefits and financial benefits; financial administration of retirement plans; financial planning for retirement; financial planning services; financial retirement plan consultancy services
Goods and Services
Educational services, namely, providing online seminars, workshops and training in the field of retirement planning and retirement plans and printable materials in connection therewith; educational services, namely, providing on-line newsletters and non-downloadable publications in the nature of articles and brochures in the field of retirement planning
Goods and Services
Providing temporary use of on-line non-downloadable software that enables financial advisors to create reports that compare and assess the performance of qualified retirement plans. Providing a secured-access website featuring technology that gives employee retirement plan sponsors the ability to download documents in the field of retirement planning for the purpose of distributing such content to employee retirement plan participants; providing online non-downloadable computer software for providing online non-downloadable computer software for processing claims and policies; providing temporary use of online educational software containing topics of instruction in financial planning and financial management; providing temporary use of online non-downloadable personal financial advisor software to assist with financial planning and portfolio valuation; software as a Service (SAAS) services featuring software for financial management
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2025-01-14
Primary Code
009
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
2025-01-14
Primary Code
036
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2025-01-14
Primary Code
041
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2025-01-14
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Kenneth D. Suzan Barnes & Thornburg LLP
Address
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Trademark Events
| Event Date | Event Description |
| 2025-01-14 | NEW APPLICATION ENTERED |
