STORYLINE

Live / Registered — Registered — Section 8 accepted (as of 10 Apr 2023)

What this means for you

Registered since 01 Nov 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86728464
Registration number
5074633
Mark type
Stylized text
Filed
18 Aug 2015
Published for opposition
23 Feb 2016
Registered
01 Nov 2016
Attorney of record
Aly Z. Dossa

Goods and services

  • Class 036 — Insurance and financial services: Managed investment account services; managed retirement account services; account and investment administration of retirement funds; providing a retirement readiness evaluation, namely, providing financial retirement educational information and other financial information to prepare individuals for retirement and post-retirement financial needs; providing information and advice in the field of financial investments and the financial aspects of retirement

Owner

Prosecution history

  • 01 Nov 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 10 Apr 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 10 Apr 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 10 Apr 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 30 Aug 2022 — TEAS SECTION 8 RECEIVED
  • 01 Nov 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 01 Nov 2016 — REGISTERED-PRINCIPAL REGISTER
  • 27 Sept 2016 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 26 Sept 2016 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 13 Sept 2016 — STATEMENT OF USE PROCESSING COMPLETE
  • 18 Aug 2016 — USE AMENDMENT FILED
  • 12 Sept 2016 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 18 Aug 2016 — TEAS STATEMENT OF USE RECEIVED
  • 18 Aug 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 19 Apr 2016 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT

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