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RETIREMENT PLAN EXCHANGE
Live/Registered
REGISTERED AND RENEWED

on 26 Jun 2024

Last Applicant/ Owned by

Quad 2A

Cedar Rapids

IA

52499

Serial Number

85800312 filed on 11th Dec 2012

Registration Number

4508316 registered on 01st Apr 2014

in the Supplemental Register

Correspondent Address

Matthew Krigbaum

Matthew Krigbaum Transamerica Corporation

Quad 2A

Cedar Rapids, IA 52499

United States

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

RETIREMENT PLAN EXCHANGE

Providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade Financial se Read More

Classification Information


Class [041]
Education and Entertainment Services


Educational services, namely, conducting workshops, online classes, seminars, conferences, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade; non-downloadable electronic publications in the nature of newsletters, guides, articles and white papers, all in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade


First Use Date in General

29th Oct 2012

First Use Date in Commerce

28th Feb 2013

Class [036]
Insurance & Financial Services


Financial services, namely, underwriting and distribution of life and health insurance and annuity products; investment management and advisory services; mutual fund management, brokerage, and distribution services; retail stock brokerage services; financial retirement planning; administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade


First Use Date in General

29th Oct 2012

First Use Date in Commerce

28th Feb 2013

Class [035]
Advertising, Business & Retail Services


Providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services, all via the Internet, global information networks, cloud computing, electronic and social media, advertising, telephone, facsimile and other means customary in the trade


First Use Date in General

29th Oct 2012

First Use Date in Commerce

28th Feb 2013

Mark Details


Serial Number

No 85800312

Mark Type

No Service Mark

Attorney Docket Number

No

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
26th Jun 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
26th Jun 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
26th Jun 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
26th Jun 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
27th Mar 2024TEAS SECTION 8 & 9 RECEIVED
01st Apr 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
29th Apr 2020REVIEW OF CORRESPONDENCE COMPLETE - INFORMATION MADE OF RECORD
29th Apr 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
26th Feb 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
26th Feb 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED