DAILY PLATFORM
Live / Registered — Registered — Section 8 accepted (as of 03 May 2023)
What this means for you
Registered since 18 Oct 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87021818
- Registration number
- 5066258
- Mark type
- Stylized text
- Filed
- 02 May 2016
- Registered
- 18 Oct 2016
- Attorney of record
- Mark D. Swanson
Goods and services
- Class 036 — Insurance and financial services: Actuarial services; Financial administration of retirement plans; Providing web-based administration for the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Financial services, namely, providing online stored value accounts in an electronic environment; Automated and online daily financial administration of retirement plans and retirement funds; Processing, administering and managing employee benefit plans concerning insurance and finance; Account and investment administration of retirement funds; Providing a web-based portal for providing daily valuation of participant retirement accounts and real-time status information of plan value; Providing a web-based online access portal for both retirement plan participants and sponsors in the form of single sign on to view both defined benefit financial retirement plans and defined contribution financial retirement plans in one place
- Class 042 — Scientific and technological services: Providing a web site featuring non-downloadable computer software for use in assisting financial professionals and plan sponsors in the management of retirement accounts; Developing applications, software, and websites, for financial companies in the field of retirement plans and retirement benefits programs; Application service provider, namely, managing applications, software, and websites of others in the fields of retirement planning and retirement benefits program management and administration; Providing temporary use of online, nondownloadable software and applications for use as a calculation engine that links with custodians tying direct account assets to interest credits in the fields of retirement planning and retirement benefits program management and administration
Owner
- October Three LLC, Chicago, IL, US
- October Three LLC, Chicago, IL, US
Prosecution history
- 18 Oct 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 03 May 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 03 May 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 03 May 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 04 Oct 2022 — TEAS SECTION 8 RECEIVED
- 18 Oct 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 18 Oct 2016 — REGISTERED-SUPPLEMENTAL REGISTER
- 12 Sept 2016 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 12 Sept 2016 — ASSIGNED TO LIE
- 23 Aug 2016 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 23 Aug 2016 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 23 Aug 2016 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 23 Aug 2016 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 21 Jun 2016 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 21 Jun 2016 — NON-FINAL ACTION E-MAILED