TRANSAMERICA PERSONALIZED PORTFOLIOS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 13 Jun 2023)
What this means for you
Registered since 21 Nov 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87156330
- Registration number
- 5341976
- Mark type
- Stylized text
- Filed
- 31 Aug 2016
- Published for opposition
- 31 Jan 2017
- Registered
- 21 Nov 2017
- 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; fund investment services; providing financial information in the fields of financial retirement planning, financial retirement goals, retirement savings, and retirement investing; 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, social media, telephone, in person, digitally, automated, 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 Corporation, Cedar Rapids, IA, US
- Transamerica Corporation, Cedar Rapids, IA, US
Prosecution history
- 13 Jun 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 13 Jun 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 13 Jun 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 12 Dec 2022 — TEAS SECTION 8 & 15 RECEIVED
- 21 Nov 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 05 Mar 2020 — REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
- 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
- 25 Feb 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 25 Feb 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 21 Nov 2017 — REGISTERED-PRINCIPAL REGISTER
- 17 Oct 2017 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 16 Oct 2017 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED