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THE SEVEN KEY AREAS
Live/Registered
REGISTERED

on 01 Jan 2019

Last Applicant/ Owned by

30 South 15th Street, 15th Floor

Philadelphia

US

PA

19102

Serial Number

87927100 filed on 18th May 2018

Registration Number

5643172 registered on 01st Jan 2019

in the Principal Register

Correspondent Address

Andrew Morabito

ANDREW MORABITO

EAST ROCHESTER, NY 14445

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

THE SEVEN KEY AREAS

Financial retirement plan consulting services; Financial administration of retirement planning, lifestyle planning, expense planning, income planning, investment planning, tax planning, estate planning, health care planning, and other areas of retirement planning; Financial planning for retirement; Financial services, namely, administration of transactions involving funds drawn from securities, st Read More

Classification Information


Class [041]
Education and Entertainment Services


Conducting workshops and seminars in retirement planning; Education services, namely, providing workshops, lectures, classes, and seminars in the fields of retirement planning


First Use Date in General

01st Sep 2017

First Use Date in Commerce

01st Sep 2017

Class [036]
Insurance & Financial Services


Financial retirement plan consulting services; Financial administration of retirement planning, lifestyle planning, expense planning, income planning, investment planning, tax planning, estate planning, health care planning, and other areas of retirement planning; Financial planning for retirement; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Individual retirement account services; Investment advice in the fields of retirement planning, lifestyle planning, expense planning, income planning, investment planning, tax planning, estate planning, health care planning, and other areas of retirement planning; Investment consultation in the fields of retirement planning, lifestyle planning, expense planning, income planning, investment planning, tax planning, estate planning, health care planning, and other areas of retirement planning; Investment management in the fields of retirement planning, lifestyle planning, expense planning, income planning, investment planning, tax planning, estate planning, health care planning, and other areas of retirement planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement


First Use Date in General

01st Sep 2017

First Use Date in Commerce

01st Sep 2017

Mark Details


Serial Number

No 87927100

Mark Type

No Service Mark

Attorney Docket Number

No KYRO18.TMA

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


Status DateAction Taken
01st Jan 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01st Jan 2019REGISTERED-PRINCIPAL REGISTER
16th Oct 2018PUBLISHED FOR OPPOSITION
16th Oct 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
26th Sep 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11th Sep 2018ASSIGNED TO EXAMINER
11th Sep 2018APPROVED FOR PUB - PRINCIPAL REGISTER
25th May 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
22nd May 2018NEW APPLICATION ENTERED