Serial 98311032

Live / Registered — Registered (as of 18 Mar 2025)

What this means for you

Registered since 18 Mar 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98311032
Registration number
7733926
Mark type
Design / logo
Filed
12 Dec 2023
Published for opposition
30 Jul 2024
Registered
18 Mar 2025
Attorney of record
Tamar Niv Bessinger

Goods and services

  • Class 035 — Advertising and business services: Retirement plan recordkeeping services.
  • Class 036 — Insurance and financial services: Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; trust services, namely, fiduciary representative and investment management services.
  • Class 041 — Education and entertainment services: Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers.

Owner

Prosecution history

  • 18 Mar 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 18 Mar 2025 — REGISTERED-PRINCIPAL REGISTER
  • 24 Feb 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 24 Feb 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 31 Jan 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 13 Nov 2024 — USE AMENDMENT FILED
  • 29 Jan 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 13 Nov 2024 — TEAS STATEMENT OF USE RECEIVED
  • 24 Sept 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 30 Jul 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 30 Jul 2024 — PUBLISHED FOR OPPOSITION
  • 10 Jul 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 24 Jun 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 20 Jun 2024 — ASSIGNED TO EXAMINER
  • 26 Mar 2024 — NOTICE OF DESIGN SEARCH CODE E-MAILED

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