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SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 02 Jul 2024

Last Applicant/ Owned by

8525 E. ORCHARD RD. 2T3

GREENWOOD VILLAGE

CO

80111

Serial Number

86730763 filed on 20th Aug 2015

Registration Number

5365434 registered on 26th Dec 2017

in the Principal Register

Correspondent Address

Rachel A. Rice

Rachel A. Rice

Greenwood Village, CO 80111

United States

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

Logo Mark Trademark Information

Enrollment processing services of employees into employer-sponsored defined contribution and defined benefit plans; financial record keeping of retirement plans and group pensions Financial services, namely, financial administration of deferred compensation, retirement plans and investment options; consulting services in the field of financial administration of retirement plans and fiduciary repr Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial services, namely, financial administration of deferred compensation, retirement plans and investment options; consulting services in the field of financial administration of retirement plans and fiduciary representative compliance; financial administration of employee pension plans and retirement plans; providing information in the field of employer-sponsored defined contribution and defined benefit plans; investment of funds for others; investment and retirement fund management; mutual fund investment services; providing an interactive website and online computer database featuring information in the field of employer-sponsored defined contribution and defined benefit plans; investment advisory services; underwriting, issuance and administration of individual and business-owned life insurance; annuity underwriting and investment management of and distribution of annuities; insurance underwriting in the field of term life insurance; administration of employee benefit plans concerning insurance and finance; individual retirement account services; mutual fund investment, brokerage and distribution; providing online monthly statements and confirmation statements relating to deferred compensation and 401(k) plans to customers; insurance underwriting and administration in the areas of medical, dental, vision, life, disability and health care plan services, including prepaid health care plans and reinsurance, all provided to groups and individuals; underwriting and administration of individual and group annuities; administration of retirement plans and group pensions


First Use Date in General

30th Sep 2015

First Use Date in Commerce

30th Sep 2015

Class [035]
Advertising, Business & Retail Services


Enrollment processing services of employees into employer-sponsored defined contribution and defined benefit plans; financial record keeping of retirement plans and group pensions


First Use Date in General

30th Sep 2015

First Use Date in Commerce

30th Sep 2015

Mark Details


Serial Number

No 86730763

Mark Type

No Service Mark

Attorney Docket Number

No 112010699660

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)

26.01.02 -

Plain single line circles

26.05.15 -

Four or more triangles

26.05.21 -

Triangles that are completely or partially shaded

Legal History


Show more

Status DateAction Taken
02th Jul 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
02th Jul 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02th Jul 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
20th Dec 2023TEAS SECTION 8 & 15 RECEIVED
26th Dec 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
25th Nov 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
01st Nov 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01st Nov 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
01st Nov 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
01st Nov 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS