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RETIREMENT PLAN DIAGNOSTIC
Live/Registered
SECTION 8-ACCEPTED

accepted

on 08 Dec 2021

Last Applicant/ Owned by

Suite 3310E

Philadelphia

PA

19102

Serial Number

86082120 filed on 03rd Oct 2013

Registration Number

4887042 registered on 12th Jan 2016

in the Supplemental Register

Correspondent Address

Camille M. Miller

Camille M. Miller

One Liberty Place

1650 Market Street, Suite 2800

Philadelphia PA 19103

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

RETIREMENT PLAN DIAGNOSTIC

Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing Read More

Classification Information


Class [035]
Advertising, Business & Retail Services


Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that uses current and historical Form 5500 and investment data to deliver a comprehensive benchmarking report on retirement plans, including the plan's return on investment, participation level, and utilization against the plan's peer group and industry for business or commercial purposes


First Use Date in General

31st Dec 2009

First Use Date in Commerce

31st Dec 2009

Class [036]
Insurance & Financial Services


Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services


First Use Date in General

31st Dec 2009

First Use Date in Commerce

31st Dec 2009

Mark Details


Serial Number

No 86082120

Mark Type

No Service Mark

Attorney Docket Number

No FSGL-0025US

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
08th Dec 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08th Dec 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED
08th Dec 2021NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
19th Jul 2021TEAS SECTION 8 RECEIVED
12th Jan 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
28th Aug 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
28th Aug 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
27th Sep 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
04th May 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12th Jan 2016REGISTERED-SUPPLEMENTAL REGISTER