FIDUCIARY VAULT
Live / Registered — Registered and renewed (as of 05 Nov 2019)
What this means for you
Registered since 21 Sept 2010. 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 21 Sept 2020).
Record
- Serial number
- 77868051
- Registration number
- 3851548
- Mark type
- Stylized text
- Filed
- 09 Nov 2009
- Published for opposition
- 27 Apr 2010
- Registered
- 21 Sept 2010
- Next maintenance due
- 21 Sept 2020
- Attorney of record
- Ashley N. Klein
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, financial planning services for retirement; financial and retirement plan compliance services, namely, financial administration of retirement plans
- Class 045 — Legal and security services: Financial and retirement plan compliance services, namely, reviewing standards and practices to assure compliance with retirement plan laws and regulations
Owner
- ONEDIGITAL INVESTMENT ADVISORS LLC, KANSAS CITY, MO, US
- RESOURCES INVESTMENT ADVISORS LLC, OVERLAND PARK, KS, US
- Mark D. Ray, OVERLAND PARK, KS, US
- Mark D. Ray, Sacramento, CA, US
- Mark D. Ray, Sacramento, CA, US
Prosecution history
- 19 Mar 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 19 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 19 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 19 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 11 Mar 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 11 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 11 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 11 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 14 Apr 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 14 Apr 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 14 Apr 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 22 Jul 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 19 Apr 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 21 Jul 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 13 Jul 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED