NAVIGATE RETIREMENT SOLUTIONS
Live / Registered — Registered (as of 26 Aug 2025)
What this means for you
Registered since 26 Aug 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98330314
- Registration number
- 7923193
- Mark type
- Design + words
- Filed
- 26 Dec 2023
- Published for opposition
- 14 Jan 2025
- Registered
- 26 Aug 2025
- Attorney of record
- Abe Jentry Shanehsaz
Goods and services
- Class 035 — Advertising and business services: Business consultation in the field of retirement plans; Financial record-keeping for regulatory compliance purposes; Financial records management; Preparation of business reports, policies and procedures; Preparation of financial statements; Vendor management services for retirement plans
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, advising financial service providers in the field of retirement plan design and implementation; Financial investment advisory services, namely, providing information on the selection and monitoring of funds in the field of retirement plan design and implementation; Investment management services; Financial retirement plan consulting services; administration of employee benefits plans concerning finance
- Class 041 — Education and entertainment services: Educational services, namely, providing classes, seminars, workshops, and coaching in the field of retirement plans and providing educational materials in connection with the same
Owner
- NBT Bancorp Inc., Norwich, NY, US
- NBT Bancorp Inc., Norwich, NY, US
- NBT Bancorp Inc., Norwich, NY, US
Prosecution history
- 26 Aug 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 26 Aug 2025 — REGISTERED-PRINCIPAL REGISTER
- 04 Aug 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 04 Aug 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 30 Jun 2025 — STATEMENT OF USE PROCESSING COMPLETE
- 27 Mar 2025 — USE AMENDMENT FILED
- 30 Jun 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 27 Mar 2025 — TEAS STATEMENT OF USE RECEIVED
- 11 Mar 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 14 Jan 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 14 Jan 2025 — PUBLISHED FOR OPPOSITION
- 08 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 20 Dec 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 20 Dec 2024 — EXAMINER'S AMENDMENT ENTERED
- 20 Dec 2024 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED