PENCHECKS TRUST

Live / Registered — Registered and renewed (as of 17 Jun 2025)

What this means for you

Registered since 30 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 30 Jun 2025).

Record

Serial number
86213425
Registration number
4765448
Mark type
Stylized text
Filed
06 Mar 2014
Published for opposition
05 Aug 2014
Registered
30 Jun 2015
Next maintenance due
30 Jun 2025
Attorney of record
Morgan R. Coates

Goods and services

  • Class 036 — Insurance and financial services: Administration and processing of benefit distributions for lump sum and installment payments from qualified and non-qualified retirement plans; administration and management of Default/Missing Participant IRAs for institutions, TPAs and Plan Sponsors; administration of Taxable Savings Accounts and Qualified Termination Administrator services for individual retirement accounts

Owner

Prior registrations

Prosecution history

  • 17 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 17 Jun 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 17 Jun 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 17 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Jan 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 30 Jun 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 23 Oct 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 23 Oct 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 23 Oct 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 02 Sept 2020 — TEAS SECTION 8 & 15 RECEIVED
  • 30 Jun 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 30 Jun 2015 — REGISTERED-PRINCIPAL REGISTER
  • 27 May 2015 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 26 May 2015 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 02 May 2015 — STATEMENT OF USE PROCESSING COMPLETE

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