RETIREMENT INCOME DESIGN EXPERIENCE
Dead / Cancelled — Cancelled — Section 8 (as of 31 Oct 2025)
What this means for you
This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 86397796
- Registration number
- 4723768
- Mark type
- Stylized text
- Filed
- 17 Sept 2014
- Published for opposition
- 03 Feb 2015
- Registered
- 21 Apr 2015
- Attorney of record
- C. Christopher Clark
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; financial information, evaluation, and advisory services; financial advisory and consultancy services; financial administration of retirement plans; financial analysis, consultation and research services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial investment analysis and stock research; financial management; financial management; consulting and information concerning insurance; financial portfolio management; financial portfolio analysis services; financial research and information services; financial research and business equity research services; financial risk management; financial trust planning; investment consultation, and investment management services; management of portfolios comprising securities; monitoring financial markets for investment purposes; mutual fund advisory services; mutual fund analysis services; [ mutual fund development services; ] mutual fund investment; mutual fund planning services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; providing financial services with respect to securities and other financial instruments and products, namely, money management services; providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; providing information in insurance matters; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information, commentary and advice in the field of finance, financial investments and financial valuations; providing information in the field of financial stock and equity markets; providing stock/securities market information; insurance administration; insurance agency; insurance brokerage; insurance consultancy; and strategic financial advisory services
Owner
- Vertex Capital Advisors, LLC, Fort Mill, SC, US
- Vertex Capital Advisors, LLC, Charlotte, NC, US
- Vertex Capital Advisors, LLC, Charlotte, NC, US
Prosecution history
- 31 Oct 2025 — CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
- 17 Oct 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Oct 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 Oct 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 21 Apr 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 28 May 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 28 May 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 28 May 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 Feb 2021 — TEAS SECTION 8 RECEIVED
- 21 Apr 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 21 Apr 2015 — REGISTERED-PRINCIPAL REGISTER
- 03 Feb 2015 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 03 Feb 2015 — PUBLISHED FOR OPPOSITION
- 14 Jan 2015 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 27 Dec 2014 — LAW OFFICE PUBLICATION REVIEW COMPLETED