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401K BACK OFFICE
Live/Registered
REGISTERED

on 13 Nov 2018

Last Applicant/ Owned by

40 W. EASY STREET, SUITE 3

SIMI VALLEY

CA

93065

Serial Number

87758721 filed on 17th Jan 2018

Registration Number

5608603 registered on 13th Nov 2018

in the Principal Register

Correspondent Address

Jonathan Pearce

JONATHAN PEARCE

310 N. WESTLAKE BLVD., SUITE 120

WESTLAKE VILLAGE, CA 91362

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

401K BACK OFFICE

Financial administration of retirement plans; financial administration of employee retirement plans; financial advisory and consultancy services; financial consultation; financial consultation in the field of maintenance, recordkeeping, and fiduciary operations on behalf of businesses for their employees so as to comply with financial regulatory requirements; financial consulting; financial custod Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial administration of retirement plans; financial administration of employee retirement plans; financial advisory and consultancy services; financial consultation; financial consultation in the field of maintenance, recordkeeping, and fiduciary operations on behalf of businesses for their employees so as to comply with financial regulatory requirements; financial consulting; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial due diligence; financial information processing; financial information provided by electronic means in the field of securities trading, investments, employee retirement plans; financial information and advisory services; financial management in the field of investment portfolios and employee retirement accounts offered by employers; financial retirement plan consulting services; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; providing financial assessment services to employers related to financial offerings on behalf of their employees; providing financial information services to employers related to financial offerings on behalf of their employees; providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet


First Use Date in General

01st Mar 2018

First Use Date in Commerce

01st Mar 2018

Mark Details


Serial Number

No 87758721

Mark Type

No Service Mark

Attorney Docket Number

No M254.T18057

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

07.07.01 -

Doors, entrances

Legal History


Show more

Status DateAction Taken
13th Nov 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08th Dec 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
13th Nov 2018REGISTERED-PRINCIPAL REGISTER
12th Oct 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
11th Oct 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09th Oct 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
09th Oct 2018STATEMENT OF USE PROCESSING COMPLETE
13th Sep 2018TEAS STATEMENT OF USE RECEIVED
13th Sep 2018USE AMENDMENT FILED
11th Sep 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT