THE NATION'S PREMIER FIDUCIARY RETIREMENT PLATFORM

Live / Registered — Registered (as of 21 Jul 2020)

What this means for you

Registered since 21 Jul 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87561259
Registration number
6109489
Mark type
Stylized text
Filed
08 Aug 2017
Registered
21 Jul 2020
Attorney of record
Camille M. Miller

Goods and services

  • Class 035 — Advertising and business services: Business administration services in the field of retirement plans; Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities; Record-keeping services for regulatory compliance purposes in connection with financial investments; Customer relationship management (CRM) services; Administrative processing of stock purchase orders for others; Business management of the financial investment business of others
  • Class 036 — Insurance and financial services: Financial asset management; Financial advisory services; Investment advisory services; Financial portfolio analysis services; Financial portfolio management

Owner

Prosecution history

  • 22 Jan 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 22 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 Dec 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 22 Dec 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 22 Dec 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 22 Dec 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 23 Dec 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 21 Jul 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 10 Oct 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 10 Oct 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 10 Oct 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 10 Oct 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 10 Oct 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 21 Jul 2020 — REGISTERED-SUPPLEMENTAL REGISTER
  • 18 Jun 2020 — LAW OFFICE PUBLICATION REVIEW COMPLETED

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