EBRI RETIREMENT READINESS RATING

Live / Registered — Registered and renewed (as of 20 Sept 2025)

What this means for you

Registered since 09 Jun 2015. 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 09 Jun 2025).

Record

Serial number
85722807
Registration number
4750279
Mark type
Stylized text
Filed
07 Sept 2012
Published for opposition
24 Mar 2015
Registered
09 Jun 2015
Next maintenance due
09 Jun 2025
Attorney of record
Joseph E. Washington

Goods and services

  • Class 036 — Insurance and financial services: Financial planning information services; services to evaluate financial preparation for retirement; providing financial and financial planning information; providing a website featuring online tests in the nature of financial assessments related to estimating appropriate retirement savings needs

Owner

Prior registrations

Prosecution history

  • 20 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 20 Sept 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 20 Sept 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 20 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 27 May 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 10 Jun 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 21 Sept 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 21 Sept 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 21 Sept 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 Jun 2021 — TEAS SECTION 8 & 15 RECEIVED
  • 09 Jun 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 24 Jul 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 24 Jul 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 24 Jan 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 09 Jun 2015 — REGISTERED-PRINCIPAL REGISTER

View this trademark record on Marksy