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THE NATION'S PREMIER FIDUCIARY RETIREMENT PLATFORM
Live/Registered
REGISTERED

on 21 Jul 2020

Last Applicant/ Owned by

SUITE 1000

PHILADELPHIA

PA

19103

Serial Number

87561259 filed on 08th Aug 2017

Registration Number

6109489 registered on 21st Jul 2020

in the Supplemental Register

Correspondent Address

Camille M. Miller

J. TREVOR CLOAK

1650 MARKET STREET, SUITE 2800 ONE LIBER

TY PLACE

PHILADELPHIA, PA 19103

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

THE NATION'S PREMIER FIDUCIARY RETIREMENT PLATFORM

Financial asset management; Financial advisory services; Investment advisory services; Financial portfolio analysis services; Financial portfolio management Business administration services in the field of retirement plans; Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities; Record-keeping services for regulatory compl Read More

Classification Information


Class [035]
Advertising, Business & Retail Services


Business administration services in the field of retirement plans; Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities; Record-keeping services for regulatory compliance purposes in connection with financial investments; Customer relationship management (CRM) services; Administrative processing of stock purchase orders for others; Business management of the financial investment business of others


First Use Date in General

24th Feb 2018

First Use Date in Commerce

24th Feb 2018

Class [036]
Insurance & Financial Services


Financial asset management; Financial advisory services; Investment advisory services; Financial portfolio analysis services; Financial portfolio management


First Use Date in General

24th Feb 2018

First Use Date in Commerce

24th Feb 2018

Mark Details


Serial Number

No 87561259

Mark Type

No Service Mark

Attorney Docket Number

No FSGL-0006US

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
21st Jul 2020REGISTERED-SUPPLEMENTAL REGISTER
18th Jun 2020LAW OFFICE PUBLICATION REVIEW COMPLETED
10th Jun 2020ASSIGNED TO LIE
04th Jun 2020NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
03rd Jun 2020EXPARTE APPEAL TERMINATED
03rd Jun 2020USE AMENDMENT ACCEPTED
03rd Jun 2020APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
02th Jun 2020EX PARTE APPEAL-INSTITUTED
02th Jun 2020EXPARTE APPEAL RECEIVED AT TTAB
02th Jun 2020JURISDICTION RESTORED TO EXAMINING ATTORNEY