UNIFIED INCOMEPLAN - Trademark Details
Status: 800 - Registered And Renewed
Image for trademark with serial number 85189909
Serial Number
85189909
Registration Number
4071817
Word Mark
UNIFIED INCOMEPLAN
Status
800 - Registered And Renewed
Status Date
2021-03-31
Filing Date
2010-12-03
Registration Number
4071817
Registration Date
2011-12-13
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2011-05-10
Attorney Name
Kent E. Baldauf, Jr.
Law Office Assigned Location Code
M20
Employee Name
RINGLE, JAMES W
Statements
Disclaimer with Predetermined Text
"INCOME PLAN"
Goods and Services
Investment consultation; fund investment consultation; capital investment consultation; funds investment; mutual fund investment; investment of funds for others; retirement fund investment services; investment management; management of private equity funds; financial asset management; wealth management services; financial planning; financial analysis; providing financial information by electronic means; providing personalized financial investment information; providing financial investment information in the field of retirement planning; providing financial information relating to the transition from work to retirement; financial investment account management by means of wireless communication devices and by means of the Internet; research in the field of financial investments and finance; financial information services, namely, providing retirement plan sponsors with financial information, information about retirement planning, investment account information, and information about mutual fund performance; donor advised investment of funds for charitable purposes; providing financial information about employee stock option plans to participants and potential participants in such plans; financial administration of employee benefit plans, defined benefit plans, defined contribution plans and employee pension plans; financial consultation services rendered to employers with respect to the design and administration of employee benefit plans; financial and actuarial consulting services; providing personalized financial investment information by electronic mail; providing online information about financial securities; providing an online database featuring financial information of general interest to investors
Pseudo Mark
UNIFIED INCOME PLAN
Pseudo Mark
UNIFIED INCOME PLAN
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
6 - Active
Class Status Date
2010-12-07
Primary Code
036
First Use Anywhere Date
2010-09-01
First Use In Commerce Date
2010-10-01
Current Trademark Owners
Party Name
MID ATLANTIC CAPITAL GROUP, INC.
Party Type
32 - 2nd New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
MID ATLANTIC CAPITAL GROUP, INC.
Party Type
32 - 2nd New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
UNIFIED TRUST COMPANY, LLC
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Unified Trust Company, N.A.
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (national banking association).
Address
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Party Name
Unified Trust Company, N.A.
Party Type
20 - Owner at Publication
Legal Entity Type
99 - Other (national banking association).
Address
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Party Name
Unified Trust Company, N.A.
Party Type
10 - Original Applicant
Legal Entity Type
99 - Other (national banking association).
Address
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Correspondences
Name
Kent E. Baldauf, Jr.
Address
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Trademark Events
Event DateEvent Description
2010-12-07NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2010-12-08NOTICE OF PSEUDO MARK MAILED
2011-03-10ASSIGNED TO EXAMINER
2011-03-14NON-FINAL ACTION WRITTEN
2011-03-14NON-FINAL ACTION E-MAILED
2011-03-14NOTIFICATION OF NON-FINAL ACTION E-MAILED
2011-03-16TEAS RESPONSE TO OFFICE ACTION RECEIVED
2011-03-16CORRESPONDENCE RECEIVED IN LAW OFFICE
2011-03-16TEAS/EMAIL CORRESPONDENCE ENTERED
2011-03-17EXAMINERS AMENDMENT -WRITTEN
2011-03-17EXAMINERS AMENDMENT E-MAILED
2011-03-17NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2011-03-17EXAMINER'S AMENDMENT ENTERED
2011-03-17APPROVED FOR PUB - PRINCIPAL REGISTER
2011-04-02ASSIGNED TO LIE
2011-04-02LAW OFFICE PUBLICATION REVIEW COMPLETED
2011-05-10PUBLISHED FOR OPPOSITION
2011-05-10OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2011-07-05NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2011-11-01TEAS STATEMENT OF USE RECEIVED
2011-11-03CASE ASSIGNED TO INTENT TO USE PARALEGAL
2011-11-01USE AMENDMENT FILED
2011-11-03STATEMENT OF USE PROCESSING COMPLETE
2011-11-04ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2011-11-04LAW OFFICE REGISTRATION REVIEW COMPLETED
2011-11-05NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2011-12-13REGISTERED-PRINCIPAL REGISTER
2013-04-08TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
2013-04-15REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
2017-01-11TEAS SECTION 8 & 15 RECEIVED
2017-03-15CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2017-03-15REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2017-03-15NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2017-12-13TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2017-12-13ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2018-03-29TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
2018-04-30REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
2020-11-11AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2020-12-02ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2020-12-13COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2020-12-16TEAS SECTION 8 & 9 RECEIVED
2021-01-27AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2021-02-01TEAS CHANGE OF OWNER ADDRESS RECEIVED
2021-02-01TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-02-01ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-02-01TEAS CHANGE OF CORRESPONDENCE RECEIVED
2021-02-01APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2021-03-31CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2021-03-31REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2021-03-31REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2021-03-31NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED