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ASSOCIATE MEMBER PROGRAM
Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 26 Sep 2024

Last Applicant/ Owned by

6187 Carpinteria Ave.

Carpinteria

CA

93013

Serial Number

98772130 filed on 26th Sep 2024

Registration Number

N/A

Correspondent Address

Kristin B. Kosinski

Kristin B. Kosinski Munck Wilson Mandala, LLP

Docket Clerk

Dallas, TX 75380

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

ASSOCIATE MEMBER PROGRAM

web-based enterprise platform that provides access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, such content, resources, and services including topics on investing and financial, lifestyle and Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


web-based enterprise platform that provides access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, such content, resources, and services including topics on investing and financial, lifestyle and wellness, and family; web-based enterprise platform that provides enterprise platform tools for employers to communicate information to their employees, including retirement calculators incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries information, and financial coaching support; provides tools that allow employers to review, measure, and report on employee activity on the enterprise platform; and web-based enterprise platform that generates qualified customer leads to financial advisors


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [009]
Computer & Software Products & Electrical & Scientific Products


downloadable software application for mobile devices that provides access to a digital enterprise platform delivering content, resources, and services to employees designed to enhance employer's ability to attract, engage, and retain employees, and increase employee participation in their employer sponsored retirement plan, such content, resources, and services including topics on investing and financial, lifestyle and wellness, and family; downloadable software application for mobile devices that provides enterprise platform tools for employers to communicate information to their employees, including retirement calculators incorporating State Retirement System and Public Employee Retirement System benefits, assessments of retirement readiness, and recommendations to improve retirement outcomes, generation of asset reports and beneficiaries information, and financial coaching support; and downloadable software application for mobile devices that provides tools that allow employers to review, measure, and report on employee activity on the enterprise platform; and generates qualified customer leads to financial advisors


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98772130

Mark Type

No Service Mark

Attorney Docket Number

No PLAN70000016

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
26th Sep 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
26th Sep 2024NEW APPLICATION ENTERED