RETIREMENT OUTLOOK ESTIMATOR - Trademark Details
Status: 701 - Section 8-Accepted
Image for trademark with serial number 86040077
Serial Number
86040077
Registration Number
4966458
Word Mark
RETIREMENT OUTLOOK ESTIMATOR
Status
701 - Section 8-Accepted
Status Date
2021-12-08
Filing Date
2013-08-16
Registration Number
4966458
Registration Date
2016-05-24
Mark Drawing
4000 - Standard character mark Typeset
Attorney Name
Matthew Krigbaum
Law Office Assigned Location Code
L40
Employee Name
LIWINSKI, HELENE AGNES
Statements
In Another Form Statement
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 02/10/2007.
In Another Form Statement
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 02/10/2007.
Disclaimer with Predetermined Text
"ESTIMATOR"
Goods and Services
Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans and deferred compensation arrangements and plans; providing others, including retirement plan advisors, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing an online retirement savings plan calculator and online financial information in the field of retirement plans; providing an online retirement savings and investment calculator; providing an online financial calculator; providing an online retirement planning calculator; providing a retirement income calculator; providing a retirement readiness evaluation, namely, providing retirement educational and other information to prepare individuals for retirement and post-retirement financial needs; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, electronic and social media, telephone, and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations
Section 2(f) Limitation Statement
as to "RETIREMENT OUTLOOK"
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
2013-08-24
Primary Code
036
First Use Anywhere Date
2013-02-27
First Use In Commerce Date
2013-02-27
Current Trademark Owners
Party Name
TRANSAMERICA CORPORATION
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
TRANSAMERICA CORPORATION
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
TRANSAMERICA RETIREMENT SOLUTIONS, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
TRANSAMERICA RETIREMENT SOLUTIONS, LLC
Party Type
11 - 1st New Owner Before Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Transamerica Retirement Solutions LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Matthew Krigbaum
Address
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Trademark Events
Event DateEvent Description
2013-08-20NEW APPLICATION ENTERED IN TRAM
2013-08-24NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2013-12-03ASSIGNED TO EXAMINER
2013-12-06NON-FINAL ACTION WRITTEN
2013-12-06NON-FINAL ACTION E-MAILED
2013-12-06NOTIFICATION OF NON-FINAL ACTION E-MAILED
2014-05-22TEAS CHANGE OF CORRESPONDENCE RECEIVED
2014-05-27TEAS AMENDMENT OF USE RECEIVED
2014-06-06TEAS RESPONSE TO OFFICE ACTION RECEIVED
2014-06-06TEAS CHANGE OF CORRESPONDENCE RECEIVED
2014-06-17ASSIGNED TO LIE
2014-06-27CORRESPONDENCE RECEIVED IN LAW OFFICE
2014-06-27TEAS/EMAIL CORRESPONDENCE ENTERED
2014-08-18FINAL REFUSAL WRITTEN
2014-08-18FINAL REFUSAL E-MAILED
2014-08-18NOTIFICATION OF FINAL REFUSAL EMAILED
2015-02-17TEAS REQUEST FOR RECONSIDERATION RECEIVED
2015-02-17CORRESPONDENCE RECEIVED IN LAW OFFICE
2015-02-17TEAS/EMAIL CORRESPONDENCE ENTERED
2015-02-17TEAS CHANGE OF CORRESPONDENCE RECEIVED
2015-03-13NON-FINAL ACTION WRITTEN
2015-03-13NON-FINAL ACTION E-MAILED
2015-03-13NOTIFICATION OF NON-FINAL ACTION E-MAILED
2015-03-13USE AMENDMENT FILED
2015-03-13AMENDMENT TO USE PROCESSING COMPLETE
2015-03-16USE AMENDMENT ACCEPTED
2015-03-17NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
2015-09-11TEAS RESPONSE TO OFFICE ACTION RECEIVED
2015-09-18CORRESPONDENCE RECEIVED IN LAW OFFICE
2015-09-18TEAS/EMAIL CORRESPONDENCE ENTERED
2015-09-23AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2015-10-28SUBSEQUENT FINAL REFUSAL WRITTEN
2015-10-28SUBSEQUENT FINAL EMAILED
2015-10-28NOTIFICATION OF SUBSEQUENT FINAL EMAILED
2016-04-12TEAS REQUEST FOR RECONSIDERATION RECEIVED
2016-04-19CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-04-19TEAS/EMAIL CORRESPONDENCE ENTERED
2016-04-19APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
2016-04-19LAW OFFICE PUBLICATION REVIEW COMPLETED
2016-05-24REGISTERED-SUPPLEMENTAL REGISTER
2016-06-17TEAS CHANGE OF CORRESPONDENCE RECEIVED
2017-01-25AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2020-02-25TEAS CHANGE OF OWNER ADDRESS RECEIVED
2020-02-25TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2020-02-25ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-02-25TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
2020-02-25TEAS CHANGE OF CORRESPONDENCE RECEIVED
2020-02-25APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2020-04-28CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2020-04-30REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
2021-05-24COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2021-07-19TEAS SECTION 8 RECEIVED
2021-12-08CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2021-12-08REGISTERED - SEC. 8 (6-YR) ACCEPTED
2021-12-08NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED