TURN TO THE RETIREMENT EXPERTS

Live / Registered — Registered and renewed (as of 16 Aug 2022)

What this means for you

Registered since 12 Feb 2013. 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 12 Feb 2023).

Record

Serial number
85466003
Registration number
4289952
Mark type
Stylized text
Filed
07 Nov 2011
Published for opposition
17 Apr 2012
Registered
12 Feb 2013
Next maintenance due
12 Feb 2023
Attorney of record
Christopher J. Hussin

Goods and services

  • Class 036 — Insurance and financial services: Banking services; personal and consumer banking services; business and commercial banking services; retail banking services; savings account services; money market account services; health savings account services; financial advisory services; financial administration of retirement plans; financial analysis services; financial asset management services; financial consultancy and consultation services; financial evaluation for insurance purposes; financial information services; financial investment brokerage services; financial investment analysis and stock research; financial management services; financial planning services; financial planning for retirement; personalized financial planning services; strategic financial advisory services; financial portfolio analysis services; financial portfolio management services; management of securities portfolios; financial account analysis services; financial research services; financial restructuring services; financial risk management services; providing financial information; providing information in the field of personal finance; estate planning services; individual retirement account services; employee retirement account services; investment advisory services; investment account services; investment consultancy and consultation services; investment management services; investment of funds for others; mutual fund investment services; fund investment consultation; funds investment services; financial services, namely, wealth management services; financial services, namely, investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial advisory, consultancy and planning services, namely, the creation of personalized strategies to achieve financial independence; financial advisory, consultancy and planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial consulting services in the field of planned giving for non-profit and charitable organizations; investment services, namely, consultation and management services; information, advisory, consultancy and research services relating to finance and investments; establishing mutual fund portfolios and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information and advice in the fields of finance, financial investments and financial aspects of retirement; developing financial and investment plans for others; developing financial and investment portfolios for others; analysis of investment and retirement goals through financial and investment portfolio evaluation, cash flow analysis, income tax assessment and estate plan review; strategic financial planning services, namely, providing retirement income and capital needs analysis, income tax and capital gains tax analysis and strategies, investment analysis and strategies, estate planning and estate tax minimization and charitable giving strategies; investment advisory services, namely, assessment of investment objectives, time horizons, and risk tolerance and risk temperament; administration of individual retirement accounts; management of individual retirement accounts; financial administration of retirement plans; trust services, namely, investment and trust company services; corporate trust services, namely, administration services, management services and financial planning services; employee benefits trust services, namely, administration services, management services and financial planning services; financial trust services, namely, administration services, management services and financial planning services; individual and personal trust services, namely, administration services, management services and financial planning services; administration and management of employee pension plans and employee profit sharing plans; providing information in the field of employee financial benefit plans; providing on-line information to participants, employers and plan sponsors regarding employee benefit plans, employee pension plans and employee profit sharing plans; and providing trust and retirement account information, trust and retirement account balances, and trust and retirement account portfolio information, all via an on-line global computer or communication network

Owner

Prosecution history

  • 16 Aug 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 16 Aug 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 16 Aug 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 16 Aug 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 25 Feb 2022 — TEAS SECTION 8 & 9 RECEIVED
  • 12 Feb 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 19 Sept 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 10 Apr 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 10 Apr 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 10 Apr 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 05 Apr 2018 — TEAS SECTION 8 RECEIVED
  • 05 Apr 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 12 Feb 2018 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 12 Feb 2013 — REGISTERED-PRINCIPAL REGISTER
  • 08 Jan 2013 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

View this trademark record on Marksy