PROFESSIONAL PLAN CONSULTANT EDUCATE. ADVISE. GUIDE.

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 06 Feb 2023)

What this means for you

Registered since 30 Aug 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86644056
Registration number
5029736
Mark type
Design + words
Filed
28 May 2015
Published for opposition
14 Jun 2016
Registered
30 Aug 2016
Attorney of record
Sara Chandler Houk

Goods and services

  • Goods and services: Financial administration of retirement plans; providing information and consulting services on financial and retirement plan management issues

Owner

Prosecution history

  • 30 Aug 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 06 Feb 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 06 Feb 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 01 Feb 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 23 Jan 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 06 Jul 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 30 Aug 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 07 Sept 2018 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 07 Sept 2018 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 30 Aug 2016 — REGISTERED-PRINCIPAL REGISTER
  • 21 Jun 2016 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 21 Jun 2016 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 14 Jun 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 14 Jun 2016 — PUBLISHED FOR OPPOSITION
  • 25 May 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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