...SOLVING THE RETIREMENT PUZZLE - Trademark Details
Status: 710 - Cancelled - Section 8
Serial Number
78177106
Registration Number
2812927
Word Mark
...SOLVING THE RETIREMENT PUZZLE
Status
710 - Cancelled - Section 8
Status Date
2014-09-12
Filing Date
2002-10-22
Registration Number
2812927
Registration Date
2004-02-10
Mark Drawing
1000 - Typeset: Word(s)/letter(s)/number(s)
Typeset
Published for Opposition Date
2003-11-18
Law Office Assigned Location Code
M50
Employee Name
THOMPKINS, TRICIA M
Statements
Goods and Services
Retirement plan and support, namely, management of qualified retirement plans, 401k, 403b and 457, IRA's, education funding accounts including 529 plans, individual accounts, joint accounts and custodial accounts; investment advice; financial onsite enrollment services, namely, enrolling employees of other businesses in 457, IRA, 401k and 403b plans at the place of employment; comprehensive financial planning and investment services, namely, asset allocation modeling, portfolio rebalancing, retirement needs analysis and underlying fund selection in the fields of securities, mutual funds and insurance products; and wealth management services, namely, planning, designing and supporting at the plan sponsor/plan trustee level, namely, plan document development, namely, eligibility criteria, contribution formula and withdrawal provisions, financial plan adoption agreement review and financial contribution formula design, financial portfolio management and investment management of securities, mutual funds and insurance products
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
2 - Sec. 8 - Entire Registration
Class Status Date
2014-09-12
Primary Code
036
First Use Anywhere Date
2000-03-01
First Use In Commerce Date
2000-04-01
Correspondences
Name
Retirement Plan Advisors, Inc.
Address
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Trademark Events
| Event Date | Event Description |
| 2003-03-26 | ASSIGNED TO EXAMINER |
| 2003-03-29 | NON-FINAL ACTION E-MAILED |
| 2003-07-08 | CASE FILE IN TICRS |
| 2003-06-16 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2003-06-18 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2003-07-28 | NON-FINAL ACTION E-MAILED |
| 2003-09-05 | EMAIL RECEIVED |
| 2003-09-04 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2003-09-11 | ASSIGNED TO EXAMINER |
| 2003-09-11 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2003-10-29 | NOTICE OF PUBLICATION |
| 2003-11-18 | PUBLISHED FOR OPPOSITION |
| 2004-02-10 | REGISTERED-PRINCIPAL REGISTER |
| 2010-02-16 | TEAS SECTION 8 RECEIVED |
| 2010-02-21 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2010-02-21 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 2014-09-12 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
