RETIREMENT CLEARINGHOUSE
Live / Registered — Registered and renewed (as of 12 Apr 2024)
What this means for you
Registered since 03 Dec 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 03 Dec 2023).
Record
- Serial number
- 85785122
- Registration number
- 4445304
- Mark type
- Stylized text
- Filed
- 21 Nov 2012
- Registered
- 03 Dec 2013
- Next maintenance due
- 03 Dec 2023
- Attorney of record
- Andrew Hollander
Goods and services
- Class 036 — Insurance and financial services: Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or existing IRA by providing counseling, completing necessary forms and other required paperwork, manually or electronically, contacting plan sponsors or plan providers and managing the transfer via telephone, mail or the internet; financial services, namely, financial retirement plan consulting services and investment fund transfer and transaction services; financial administration of individual retirement accounts; financial retirement plan consulting services, namely, assisting employers and individuals with the movement or consolidation of their retirement accounts between one or more employer sponsored plans or one or more individual plan retirement accounts; financial administration of retirement plans
Owner
- RETIREMENT CLEARINGHOUSE, LLC, CHARLOTTE, NC, US
- RETIREMENT CLEARINGHOUSE, LLC, CHARLOTTE, NC, US
- RolloverSystems, LLC, Charlotte, NC, US
Prosecution history
- 12 Apr 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 12 Apr 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 12 Apr 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 12 Apr 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 03 Dec 2023 — TEAS SECTION 8 & 9 RECEIVED
- 01 May 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 01 May 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 01 May 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 01 May 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 03 Dec 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 18 Jun 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 18 Jun 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 13 Jun 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 04 Jun 2019 — TEAS SECTION 8 RECEIVED
- 03 Dec 2018 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED