| Serial Number | 87268611 |
| Word Mark | ANNUITY WIZARD |
| Filing Date | Wednesday, December 14, 2016 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 1, 2018 |
| Registration Number | 5456360 |
| Registration Date | Tuesday, May 1, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 13, 2018 |
| Goods and Services | Paper-based annuity case design resource, namely, printed manuals, pamphlets, brochures, handouts, and instructional materials in the field of annuity planning and sales |
| Goods and Services | Computer-based annuity case design resource, namely, providing on-line non-downloadable software for identifying, selecting, and purchasing annuities |
| 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 | 6 - Active |
| Class Status Date | Tuesday, December 20, 2016 |
| Primary Code | 016 |
| First Use Anywhere Date | Thursday, December 31, 2009 |
| First Use In Commerce Date | Thursday, December 31, 2009 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, December 20, 2016 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, December 31, 2009 |
| First Use In Commerce Date | Thursday, December 31, 2009 |
| Party Name | ValMark Financial Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Akron, OH 44333 |
| Party Name | ValMark Financial Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Akron, OH 44333 |
| Party Name | ValMark Financial Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Akron, OH 44333 |
| Event Date | Event Description |
| Monday, May 1, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 1, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 13, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 13, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 24, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, January 5, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 29, 2017 | ASSIGNED TO EXAMINER |
| Friday, November 17, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, November 17, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, November 9, 2017 | ASSIGNED TO LIE |
| Monday, October 30, 2017 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, July 26, 2017 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, July 26, 2017 | FINAL REFUSAL E-MAILED |
| Wednesday, July 26, 2017 | FINAL REFUSAL WRITTEN |
| Thursday, July 6, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 5, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 5, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, January 5, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, January 5, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, January 5, 2017 | NON-FINAL ACTION WRITTEN |
| Thursday, January 5, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, December 20, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, December 17, 2016 | NEW APPLICATION ENTERED |