YOUR VALUES. YOUR RETIREMENT.

Live / Registered — Registered and renewed (as of 02 Oct 2023)

What this means for you

Registered since 20 Aug 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 20 Aug 2023).

Record

Serial number
85548199
Registration number
4388942
Mark type
Stylized text
Filed
21 Feb 2012
Published for opposition
24 Apr 2012
Registered
20 Aug 2013
Next maintenance due
20 Aug 2023
Attorney of record
Rachel M. Hofstatter

Goods and services

  • Class 036 — Insurance and financial services: Financial services related to retirement savings and retirement planning, namely, providing financial information and financial consulting services and financial analysis; financial planning; financial administration of retirement plans; investment management; and investment advisory services

Owner

Prosecution history

  • 02 Oct 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 02 Oct 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 02 Oct 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 02 Oct 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 30 Mar 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 20 Aug 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 22 Oct 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 22 Oct 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 Oct 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 22 Oct 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 22 Oct 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 11 Sept 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 11 Sept 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 11 Sept 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Aug 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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