M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT

Live / Registered — Registered (as of 24 Aug 2021)

What this means for you

Registered since 24 Aug 2021. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88817087
Registration number
6464512
Mark type
Slogan / phrase
Filed
02 Mar 2020
Published for opposition
29 Dec 2020
Registered
24 Aug 2021
Attorney of record
Camille M. Miller

Goods and services

  • Class 035 — Advertising and business services: Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes in the field of retirement planning; preparing reports relating to retirement plan investments; Providing business information concerning fiduciary compliance for business purposes; Financial record-keeping and recordkeeping services for retirement plans
  • Class 036 — Insurance and financial services: Investment advisory services and financial administration of retirement plans for others; Financial and administrative services for management of retirement plans, namely, financial investment in the field of retirement plans, and financial administration of retirement plans for sponsors and participants through an account platform with access to investment managers; Financial services related to the foregoing, namely, financial planning for retirement, providing financial information; Financial investment services, namely, providing financial investment advisory, investment management, and retirement plan financial administration services in the field of retirement planning; Financial administration of retirement plans; Financial planning for retirement; Administrative services in the field of retirement plans, namely, financial administration of retirement plans and financial administration of retirement plans for sponsors of others; Financial investment brokerage

Owner

Prosecution history

  • 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
  • 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
  • 24 Aug 2021 — REGISTERED-PRINCIPAL REGISTER
  • 20 Jul 2021 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 17 Jul 2021 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 16 Jul 2021 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 16 Jul 2021 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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