on 01 Jun 2021
Last Applicant/ Owned by
1350 Treat Boulevard, Suite 300
Walnut Creek
CA
94597
Serial Number
88620605 filed on 17th Sep 2019
Registration Number
6367291 registered on 01st Jun 2021
Correspondent Address
Jennifer L. Dean
Filing Basis
1. use application currently
Disclaimer
NO DATA
Educational services, namely, providing a website featuring on-line non-downloadable videos, webinars and on-line non-downloadable articles, all in the fields of retirement planning, retirement plans, retirement contributions, requirement minimum distributions, compensation, and health plans Downloadable computer software, namely, for accessing and managing customized databases of information in Read More
Downloadable computer software, namely, for accessing and managing customized databases of information in the fields of retirement, retirement planning, retirements plans, retirement contributions and required minimum distributions
31st Mar 2016
31st Mar 2016
Business consulting and administration services for others on employee benefits concerning fiduciary obligations, flex accounts and health benefits, not involving insurance and finance
31st Mar 2016
31st Mar 2016
Consulting and brokerage services for others in the fields of employee benefits concerning insurance and finance, estate planning, insurance and annuities investment; brokerage services for mutual funds, life insurance, and annuities; financial management services in the nature of the management of employee and executive benefit retirement plans for others; investment advisory services; financial planning and financial management services for others; consultation in the administration of financial compensation and financial and insurance benefit plans, health care and welfare plans covering insurance and finance, and qualified and non-qualified financial retirement plans; Financial consulting and administration for others of retirement plans, insurance flex accounts, compensation and health plans; retirement plan trustee services; retirement plan financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes
31st Mar 2016
31st Mar 2016
Educational services, namely, providing a website featuring on-line non-downloadable videos, webinars and on-line non-downloadable articles, all in the fields of retirement planning, retirement plans, retirement contributions, requirement minimum distributions, compensation, and health plans
31st Mar 2016
31st Mar 2016
Software as a service, namely, software online for customized database management of information on retirement, retirement planning, retirement plans, retirement contributions, other retirement income
31st Mar 2016
31st Mar 2016
No 88620605
No Service Mark
No 208560000023
No
No
No
No
No
No
No
No
26.05.13 -
Two Triangles
26.17.06 -
Diagonal line(s), band(s) or bar(s)
Status Date | Action Taken |
---|---|
25th Nov 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
19th May 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
19th May 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
19th May 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
19th May 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
19th May 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
01st Jun 2021 | REGISTERED-PRINCIPAL REGISTER |
16th Mar 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
16th Mar 2021 | PUBLISHED FOR OPPOSITION |
24th Feb 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |