| Serial Number | 85639631 |
| Word Mark | ANNUITY OPTIMIZER |
| Filing Date | Thursday, May 31, 2012 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, January 1, 2021 |
| Registration Number | 4538419 |
| Registration Date | Tuesday, May 27, 2014 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 25, 2012 |
| Disclaimer with Predetermined Text | "ANNUITY" |
| Goods and Services | printed matter and printed publications, namely, reports, newsletters, bulletins, booklets, information sheets, reference guides, brochures and pamphlets all the foregoing relating to annuities |
| Goods and Services | Financial consultancy services, namely, financial advice and analysis |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, January 1, 2021 |
| Primary Code | 016 |
| First Use Anywhere Date | Monday, December 31, 2012 |
| First Use In Commerce Date | Monday, December 31, 2012 |
| International Class | 036 - 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 | Friday, January 1, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, December 31, 2012 |
| First Use In Commerce Date | Monday, December 31, 2012 |
| Party Name | EDELMAN FINANCIAL ENGINES, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SUNNYVALE, CA 94089 |
| Party Name | FINANCIAL ENGINES, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | SUNNYVALE, CA 94089 |
| Party Name | TMFS Holdings, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66210 |
| Party Name | TMFS Holdings, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66210 |
| Party Name | TMFS Holdings, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66210 |
| Event Date | Event Description |
| Friday, January 1, 2021 | CANCELLED SEC. 8 (6-YR) |
| Monday, May 27, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, December 5, 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, August 1, 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, July 25, 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Friday, September 29, 2017 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, September 29, 2017 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, September 27, 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, February 10, 2016 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, May 27, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, April 23, 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| Tuesday, April 22, 2014 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Thursday, April 17, 2014 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, March 26, 2014 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, February 19, 2014 | USE AMENDMENT FILED |
| Friday, March 21, 2014 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, February 19, 2014 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, August 21, 2013 | NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED |
| Monday, August 19, 2013 | EXTENSION 1 GRANTED |
| Monday, August 19, 2013 | EXTENSION 1 FILED |
| Monday, August 19, 2013 | TEAS EXTENSION RECEIVED |
| Tuesday, February 19, 2013 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 25, 2012 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 5, 2012 | NOTICE OF PUBLICATION |
| Friday, November 16, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, November 16, 2012 | ASSIGNED TO LIE |
| Thursday, November 1, 2012 | EXAMINERS AMENDMENT MAILED |
| Wednesday, October 31, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 31, 2012 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, October 31, 2012 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, September 24, 2012 | NON-FINAL ACTION MAILED |
| Saturday, September 22, 2012 | NON-FINAL ACTION WRITTEN |
| Tuesday, September 18, 2012 | ASSIGNED TO EXAMINER |
| Friday, June 8, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, June 4, 2012 | NEW APPLICATION ENTERED IN TRAM |