PEOPLE MATTER. QUALITY FIRST. INTEGRITY ALWAYS.

Live / Registered — Registered and renewed (as of 07 Jun 2019)

What this means for you

Registered since 30 Jun 2009. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 30 Jun 2019).

Record

Serial number
77316730
Registration number
3648277
Mark type
Stylized text
Filed
30 Oct 2007
Published for opposition
05 Aug 2008
Registered
30 Jun 2009
Next maintenance due
30 Jun 2019
Attorney of record
Jennifer L. Dean

Goods and services

  • Class 036 — Insurance and financial services: recordkeeping and administration of retirement plans, health savings accounts and benefit plans for others; recordkeeping and administration of retirement accounts for others; (( retirement plan trustee services; retirement plan custodial services, namely, holding, administering and transferring cash, securities, and other retirement plan assets; providing retirement account information by telephone and via the Internet ))
  • Class 041 — Education and entertainment services: (( educational services, namely, classes, courses, and seminars in the fields of retirement planning and health savings accounts, and distributing course materials in connection therewith; training in the fields of retirement planning and health savings accounts ))
  • Class 042 — Scientific and technological services: (( providing on-line temporary use of non-downloadable software for use in retirement planning and retirement education; providing on-line temporary use of non-downloadable software for use in changing and modifying retirement accounts ))

Owner

Prosecution history

  • 13 Feb 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 18 Aug 2021 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 07 Jun 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 07 Jun 2019 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 07 Jun 2019 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 07 Jun 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 May 2019 — TEAS SECTION 8 & 9 RECEIVED
  • 30 Jun 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 25 Apr 2018 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 30 Dec 2015 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 28 Dec 2015 — SEC. 15 ACKNOWLEDGEMENT - E-MAILED
  • 28 Dec 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 28 Dec 2015 — REGISTERED - SEC. 15 ACKNOWLEDGED
  • 28 Dec 2015 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 28 Dec 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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