UNITED RETIREMENT SPECIALISTS A PASSION FOR PLANNING

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 21 Feb 2025)

What this means for you

Registered since 27 Aug 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87650487
Registration number
5846128
Mark type
Design + words
Filed
18 Oct 2017
Published for opposition
20 Mar 2018
Registered
27 Aug 2019
Attorney of record
Bradley Gies

Goods and services

  • Class 036 — Insurance and financial services: Insurance administration; Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Investment advice; Investment advisory services; Investment brokerage; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment of funds; Advice on finance during retirement; Advice relating to investments; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Commodity investment advice; Financial investment analysis and stock research; Financial investment brokerage; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Funds investment; Hedge fund investment services; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice in the fields of retirement planning; Investment consultation in the fields of retirement planning; Investment management in the fields of retirement planning; Life insurance underwriting; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management

Owner

Prosecution history

  • 21 Feb 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 21 Feb 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 21 Feb 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 16 Oct 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 27 Aug 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 27 Aug 2019 — REGISTERED-PRINCIPAL REGISTER
  • 23 Jul 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 22 Jul 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 17 Jul 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 26 Jun 2019 — USE AMENDMENT FILED
  • 17 Jul 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 26 Jun 2019 — TEAS STATEMENT OF USE RECEIVED
  • 17 May 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 15 May 2019 — SOU EXTENSION 2 GRANTED
  • 15 May 2019 — SOU EXTENSION 2 FILED

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