PENSIONMARK
Live / Registered — Registered and renewed (as of 28 Jan 2023)
What this means for you
Registered since 02 Apr 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 02 Apr 2023).
Record
- Serial number
- 85536375
- Registration number
- 4311685
- Mark type
- Stylized text
- Filed
- 07 Feb 2012
- Published for opposition
- 15 Jan 2013
- Registered
- 02 Apr 2013
- Next maintenance due
- 02 Apr 2023
- Attorney of record
- Sean F. Mellino
Goods and services
- Class 036 — Insurance and financial services: Financial services provided to sponsors of retirement plans, participants in retirement plans and individual investors in connection with employee stock option plans, 401k plans, profit sharing plans, executive deferred compensation plans, pension plans and defined benefit plans, namely, providing retirement plan design, assistance with the development of retirement plan investment policies, retirement plan management, retirement plan investment due diligence, investment fee analysis and retirement plan investment performance monitoring; wealth management and financial planning services for individual investors; retirement plan fiduciary services, namely, fiduciary representative services in the field of retirement planning
- Class 041 — Education and entertainment services: Education services, namely, conducting programs in the field of retirement plans
- Class 045 — Legal and security services: Regulatory compliance consulting in the field of retirement plan administration; fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities related to retirement plans
Owner
- WORLD INVESTMENT ADVISORS, LLC, Lincroft, NJ, US
- PENSIONMARK FINANCIAL GROUP, LLC, Lincroft, NJ, US
- PENSIONMARK RETIREMENT GROUP, SANTA BARBARA, CA, US
- PENSIONMARK RETIREMENT GROUP, SANTA BARBARA, CA, US
- PENSIONMARK RETIREMENT GROUP, SANTA BARBARA, CA, US
Prosecution history
- 01 Apr 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 01 Apr 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 01 Apr 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 01 Apr 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 01 Apr 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 16 Apr 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 28 Mar 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 28 Mar 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 28 Mar 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 28 Mar 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 28 Mar 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 28 Jan 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 28 Jan 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 28 Jan 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 28 Jan 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL