REGISTERED
on 03 Oct 2023
Last Applicant/ Owned by
1000 Chesterbrook Boulevard, Suite 135
Berwyn
PA
19312
Serial Number
90341038 filed on 24th Nov 2020
Registration Number
7183402 registered on 03rd Oct 2023
Correspondent Address
Christopher D. Olszyk, Jr.
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
S
Software as a service (SAAS) services featuring software for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans; Platform as a service (PAAS) featuring computer software platforms for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans Fiduciary compli Read More
Classification Information
Class [045]
Personal & Legal & Social Services
Fiduciary compliance consulting, namely, consulting in the field of federal regulations governing investment advisory activities
First Use Date in General
28th Feb 2021
First Use Date in Commerce
28th Feb 2021
Class [042]
Computer & Software Services & Scientific Services
Software as a service (SAAS) services featuring software for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans; Platform as a service (PAAS) featuring computer software platforms for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans
First Use Date in General
28th Feb 2021
First Use Date in Commerce
28th Feb 2021
Class [036]
Insurance & Financial Services
Fiduciary services, namely, fiduciary representative services; outsource service provider of financial administration of retirement plan services for 401K retirement and investment plans; consulting services in the field of retirement plan investment; financial planning for retirement; financial services, namely, financial administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash and other types of financial investments in retirement plans; outsource service provider in the field of financial administration of retirement plans
First Use Date in General
28th Feb 2021
First Use Date in Commerce
28th Feb 2021
Specimens
Mark Details
Serial Number
No 90341038
Mark Type
No Service Mark
Attorney Docket Number
No 194435.00014
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)
26.01.01 -
Circles as carriers or as single line borders
26.01.03 -
Incomplete circles (more than semi-circles)
26.01.04 -
Circles with two breaks or divided in the middle
26.17.01 -
Straight line(s), band(s) or bar(s)
26.17.05 -
Horizontal line(s), band(s) or bar(s)
Legal History
| Status Date | Action Taken |
|---|---|
| 03rd Oct 2023 | REGISTERED-PRINCIPAL REGISTER |
| 03rd Oct 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 29th Aug 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 28th Aug 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 23rd Aug 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 23rd Aug 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| 15th Aug 2023 | TEAS STATEMENT OF USE RECEIVED |
| 15th Aug 2023 | USE AMENDMENT FILED |
| 15th Feb 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 13th Feb 2023 | SOU TEAS EXTENSION RECEIVED |