FIDUCIARY ASSISTANT
Live / Registered — Registered and renewed (as of 27 Dec 2024)
What this means for you
Registered since 24 Feb 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 24 Feb 2025).
Record
- Serial number
- 86032892
- Registration number
- 4693572
- Mark type
- Stylized text
- Filed
- 08 Aug 2013
- Registered
- 24 Feb 2015
- Next maintenance due
- 24 Feb 2025
- Attorney of record
- Jennifer L. Dean
Goods and services
- Class 036 — Insurance and financial services: Financial administration of retirement plans; Financial consultation; [ Financial management; Financial management of employee pension plans; ] financial administration of payroll tax debiting services [ , and employee benefit savings security accounts, namely, flexible spending accounts and COBRA plans [ ; and financial advisory services provided to employers in the field of employee benefits programs ] ]
Owner
- FUTUREPLAN ADMINISTRATIVE SERVICES, LLC, Dresher, PA, US
- GOLDLEAF PARTNERS SERVICES, INC., Bloomington, MN, US
- Universal Retirement Solutions, Inc., Bloomington, MN, US
- Universal Retirement Solutions, Inc., Bloomington, MN, US
Prosecution history
- 13 Feb 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 27 Dec 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 27 Dec 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 27 Dec 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 27 Dec 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 13 Sept 2024 — TEAS SECTION 8 & 9 RECEIVED
- 13 Jun 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 24 Feb 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 18 Aug 2021 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 07 May 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 07 May 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 07 May 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Feb 2021 — TEAS SECTION 8 RECEIVED
- 24 Feb 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 21 Jun 2017 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP