MANAGED ADVICE
Live / Registered — Registered and renewed (as of 08 Sept 2024)
What this means for you
Registered since 13 Jan 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 13 Jan 2025).
Record
- Serial number
- 86343239
- Registration number
- 4673299
- Mark type
- Stylized text
- Filed
- 21 Jul 2014
- Registered
- 13 Jan 2015
- Next maintenance due
- 13 Jan 2025
- Attorney of record
- Matthew Krigbaum
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; investment advisory services; investment advice; investment management services; administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; providing others, including retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation; providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations
Owner
- TRANSAMERICA CORPORATION, CEDAR RAPIDS, IA, US
- TRANSAMERICA RETIREMENT SOLUTIONS, LLC, HARRISON, NY, US
- Transamerica Retirement Solutions Corporation, Harrison, NY, US
- Transamerica Retirement Solutions Corporation, Harrison, NY, US
Prosecution history
- 08 Sept 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 08 Sept 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 08 Sept 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 08 Sept 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 25 Jun 2024 — TEAS SECTION 8 & 9 RECEIVED
- 13 Jan 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 09 Dec 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 09 Dec 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 09 Dec 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 Oct 2020 — TEAS SECTION 8 RECEIVED
- 18 May 2020 — REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
- 25 Feb 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 25 Feb 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 25 Feb 2020 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 25 Feb 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED