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Live/Registered
REGISTERED

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

in the Principal Register

Correspondent Address

Jennifer L. Dean

Jennifer L. Dean

Suite 1100

1500 K Street, NW

Washington DC 20005

Filing Basis

1. use application currently

Disclaimer

NO DATA

N

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

Classification Information


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


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


First Use Date in General

31st Mar 2016

First Use Date in Commerce

31st Mar 2016

Class [035]
Advertising, Business & Retail Services


Business consulting and administration services for others on employee benefits concerning fiduciary obligations, flex accounts and health benefits, not involving insurance and finance


First Use Date in General

31st Mar 2016

First Use Date in Commerce

31st Mar 2016

Class [036]
Insurance & Financial Services


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


First Use Date in General

31st Mar 2016

First Use Date in Commerce

31st Mar 2016

Class [041]
Education and Entertainment Services


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


First Use Date in General

31st Mar 2016

First Use Date in Commerce

31st Mar 2016

Class [042]
Computer & Software Services & Scientific Services


Software as a service, namely, software online for customized database management of information on retirement, retirement planning, retirement plans, retirement contributions, other retirement income


First Use Date in General

31st Mar 2016

First Use Date in Commerce

31st Mar 2016

Mark Details


Serial Number

No 88620605

Mark Type

No Service Mark

Attorney Docket Number

No 208560000023

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)

26.05.13 -

Two Triangles

26.17.06 -

Diagonal line(s), band(s) or bar(s)

Legal History


Show more

Status DateAction Taken
25th Nov 2022ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
19th May 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
19th May 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
19th May 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
19th May 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
19th May 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
01st Jun 2021REGISTERED-PRINCIPAL REGISTER
16th Mar 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
16th Mar 2021PUBLISHED FOR OPPOSITION
24th Feb 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED