BEE

Live / Applied — Non-final action mailed (as of 07 Nov 2025)

What this means for you

Not registered yet, but its 24 Jul 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98664697
Mark type
Design + words
Filed
24 Jul 2024
Attorney of record
Keith. W. Medansky

Goods and services

  • Class 036 — Insurance and financial services: Financial investment services for retirement plans; Financial investment brokerage for retirement; Financial management; Financial consultancy services; Financial investment brokerage for retirement plans; Banking and financial advisory services for retirement; Personal financial investment advisory services for retirement; Financial planning services for retirement; Financial advice for retirement; Financial management of pensions; Personal financial planning services for retirement; Arranging of financial investments being financial investment brokerage for retirement plans and pension funds; Financial planning for retirement; Pension fund financial management; financial planning in the field of pension funds; Pension planning; Pension services, namely, financial planning in the field of pension funds; Pension fund services, namely, financial planning of employee pension plans; Pension fund administration being financial management; Pension fund management being financial management; Monitoring of pension funds, namely, financial management of pension funds; Pension plan services, namely, financial management of pension funds; Administration of pension schemes, namely, financial management of pension plans; Pension investment management; Pension fund investment management; Financial management of employee pension plans; Pension planning services being financial planning services; Insurance services relating to pension funds; Financial services relating to pensions, namely, financial consultation services relating to pension plans; Financial advice relating to pensions; Planning services relating to pensions, namely, financial planning; Annuity services for retirement plans; Financial advisory services relating to retirement plans; Funds investment for retirement; Financial management of funds for retirement; Underwriting insurance for pre-paid health care; Employee stock plan financial administration services; Provision of insurance services to reinsurance companies, namely, insurance consultancy

Owner

Prosecution history

  • 06 Feb 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 06 Feb 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 07 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 07 Nov 2025 — NON-FINAL ACTION E-MAILED
  • 07 Nov 2025 — NON-FINAL ACTION WRITTEN
  • 27 Aug 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 27 Aug 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 27 Aug 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 31 May 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 31 May 2025 — NON-FINAL ACTION E-MAILED
  • 31 May 2025 — NON-FINAL ACTION WRITTEN
  • 05 May 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 05 May 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 05 May 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 31 Jan 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

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