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OFFICIAL SPONSOR OF RETIREMENT
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 25 Jul 2024

Last Applicant/ Owned by

700 NEWPORT CENTER DRIVE

NEWPORT BEACH

CA

92660

Serial Number

86148743 filed on 19th Dec 2013

Registration Number

5365210 registered on 26th Dec 2017

in the Principal Register

Correspondent Address

Heather J. Kliebenstein

Heather J. Kliebenstein Merchant & Gould P.C.

Minneapolis, MN 55402-0910

United States

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

OFFICIAL SPONSOR OF RETIREMENT

[ INSURANCE AND ] FINANCIAL SERVICES, NAMELY, [ LIFE INSURANCE AND ANNUITY UNDERWRITING, INSURANCE AND ] ANNUITY ADMINISTRATION, FINANCIAL MANAGEMENT AND BROKERAGE SERVICES FOR ALL TYPES OF [ INSURANCE, ] ANNUITIES; [ INSURANCE ] CLAIMS ADMINISTRATION AND PROCESSING; [ INSURANCE CONSULTATION; MUTUAL FUND MANAGEMENT SERVICES; MUTUAL FUND INVESTMENT, ADVISORY, ] DISTRIBUTION, ANALYSIS, PLANNING, DEV Read More

Classification Information


Class [036]
Insurance & Financial Services


[ INSURANCE AND ] FINANCIAL SERVICES, NAMELY, [ LIFE INSURANCE AND ANNUITY UNDERWRITING, INSURANCE AND ] ANNUITY ADMINISTRATION, FINANCIAL MANAGEMENT AND BROKERAGE SERVICES FOR ALL TYPES OF [ INSURANCE, ] ANNUITIES; [ INSURANCE ] CLAIMS ADMINISTRATION AND PROCESSING; [ INSURANCE CONSULTATION; MUTUAL FUND MANAGEMENT SERVICES; MUTUAL FUND INVESTMENT, ADVISORY, ] DISTRIBUTION, ANALYSIS, PLANNING, DEVELOPMENT, BROKERAGE AND ADMINISTRATION SERVICES; [ MUTUAL FUND INVESTMENT CONSULTATION SERVICES; INVESTMENT OF FUNDS FOR OTHERS; INVESTMENT CONSULTATION, ] MANAGEMENT, BROKERAGE [ , AND ADVISORY ] SERVICES; [ INVESTMENT ADVICE; ] FINANCIAL INVESTMENT IN THE FIELDS OF ANNUITIES, SECURITIES, DERIVATIVES [ , REAL ESTATE, PRIVATE PLACEMENTS, FUNDING AGREEMENTS, AND VENTURE CAPITAL ] ; FINANCIAL SERVICES, namely, [ CONSULTATION, ] ANALYSIS, PLANNING, AND MANAGEMENT SERVICES IN THE FIELD OF ANNUITIES [ ; MAINTAINING ESCROW ACCOUNTS FOR INVESTMENTS; INVESTMENT AND FINANCIAL ADMINISTRATION OF EMPLOYEE PENSION PLANS; FUND INVESTMENT CONSULTATION; CAPITAL INVESTMENT CONSULTATION; INVESTMENT MANAGEMENT SERVICES ]


First Use Date in General

13th Apr 2017

First Use Date in Commerce

13th Apr 2017

Specimens


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Mark Details


Serial Number

No 86148743

Mark Type

No Service Mark

Attorney Docket Number

No 18473.41US01

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


Show more

Status DateAction Taken
25th Jul 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
25th Jul 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
25th Jul 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10th Jan 2024TEAS SECTION 8 & 15 RECEIVED
26th Dec 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02th Sep 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
02th Sep 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
02th Sep 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02th Sep 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
02th Sep 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED