MANAGED ADVICE

Live / Registered — Registered (as of 25 Oct 2022)

What this means for you

Registered since 25 Oct 2022. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90638357
Registration number
6882537
Mark type
Stylized text
Filed
12 Apr 2021
Published for opposition
09 Aug 2022
Registered
25 Oct 2022

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, financial planning services for retirement, financial retirement plan consulting and advisory services; investment advisory services; investment advice; investment management services; financial administration of retirement and pension plans, defined contribution plans, defined employee benefit plans concerning insurance and finance, 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 individuals, retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and financial 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; financial management in the field of investment portfolios, namely, financial asset allocation; financial management in the field of investment portfolios, namely, providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to organizations in the nature of corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations

Owner

Prior registrations

Prosecution history

  • 25 Oct 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 25 Oct 2022 — REGISTERED-PRINCIPAL REGISTER
  • 09 Aug 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 09 Aug 2022 — PUBLISHED FOR OPPOSITION
  • 20 Jul 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 05 Jul 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 01 Jul 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 01 Jul 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 01 Jul 2022 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 22 Jun 2022 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 22 Jun 2022 — FINAL REFUSAL E-MAILED
  • 22 Jun 2022 — FINAL REFUSAL WRITTEN
  • 27 May 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 26 May 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 26 May 2022 — TEAS RESPONSE TO OFFICE ACTION RECEIVED

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