ANNUITY MATTERS Trademark
Trademark Overview
On Wednesday, August 9, 2023, a trademark application was filed for ANNUITY MATTERS with the United States Patent and Trademark Office. The USPTO has given the ANNUITY MATTERS trademark a serial number of 98123325. The federal status of this trademark filing is REGISTERED as of Tuesday, August 6, 2024. This trademark is owned by Lally Wealth Management, LLC. The ANNUITY MATTERS trademark is filed in the Insurance & Financial Services category with the following description:
Annuity services, namely, account and investment administration; Financial information provided by electronic means; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial services, namely, wealth management services; Investment management of and distribution of annuities; Providing financial information; Providing financial information and financial advice via a website; Providing financial information via a website; Providing a web site featuring personal financial information and financial advice
General Information
| Serial Number | 98123325 |
| Word Mark | ANNUITY MATTERS |
| Filing Date | Wednesday, August 9, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 6, 2024 |
| Registration Number | 7469915 |
| Registration Date | Tuesday, August 6, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Annuity services, namely, account and investment administration; Financial information provided by electronic means; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial services, namely, wealth management services; Investment management of and distribution of annuities; Providing financial information; Providing financial information and financial advice via a website; Providing financial information via a website; Providing a web site featuring personal financial information and financial advice |
| NOT AVAILABLE | "MATTERS" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 7, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 7, 2023 |
| First Use In Commerce Date | Monday, August 7, 2023 |
Trademark Owner History
| Party Name | Lally Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | East Greenwich, RI 02818 |
| Party Name | Lally Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | East Greenwich, RI 02818 |
Trademark Events
| Event Date | Event Description |
| Saturday, August 12, 2023 | NEW APPLICATION ENTERED |
| Thursday, September 7, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 10, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, April 16, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 16, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, April 16, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, May 30, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 1, 2024 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, August 6, 2024 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, August 6, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Thursday, May 30, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 30, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
