ADVICE AND INCOME ENGINES

Live / Registered — Registered (as of 03 May 2022)

What this means for you

Registered since 03 May 2022. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90616823
Registration number
6716134
Mark type
Stylized text
Filed
31 Mar 2021
Published for opposition
15 Feb 2022
Registered
03 May 2022
Attorney of record
Rachel A. Rice

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 in the field of retirement; financial administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; 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, cloud computing, social media, blogs, telephone, in person, 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

Prosecution history

  • 25 Nov 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 03 Oct 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 03 Oct 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 03 Oct 2022 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 03 Oct 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 03 Oct 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 03 Oct 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 23 Jun 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 03 May 2022 — REGISTERED-PRINCIPAL REGISTER
  • 20 Apr 2022 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 15 Feb 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 15 Feb 2022 — PUBLISHED FOR OPPOSITION
  • 26 Jan 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 13 Jan 2022 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
  • 12 Jan 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER

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