| Serial Number | 98316459 |
| Word Mark | ARI |
| Filing Date | Friday, December 15, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, July 24, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Education services, namely, providing live and on-line seminars and workshops in the fields of finance, investing, insurance, and retirement planning |
| Goods and Services | Investment by electronic means; Investment advisory services; Investment management; Investment consultancy; Investment advice; Mortgage lending; Financial services, namely, money lending; Financial planning and investment advisory services; Financial services, namely, investment fund transfer and transaction services; Investment management of and distribution of annuities; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Annuity services, namely, account and investment administration; Insurance consultancy; Insurance information; Life insurance brokerage; Life insurance underwriting; Financial services, namely, electronic transfer of crypto assets; Financial exchange of crypto assets; Financial planning, namely, 401K retirement plan services for businesses; Financial advisory and consultancy services in the field of 401K benefit plans; Financial retirement plan consulting services including the subject matter of 401k plans; Financial administration of retirement plans including 401k plans; Individual retirement account services; Investment advice in the fields of securities, retirement, and private and public equity; Investment consultation in the fields of securities, retirement, and private and public equity; Financial administration of retirement plans; Investment advisory and management services provided to employers relating to ERISA, employee benefit and employee retirement plans; financial consulting services in the field of retirement plans; Developing, processing and sponsoring retirement plans |
| Goods and Services | Regulatory compliance consulting in the fields of employee benefits, health care plans, COBRA plans, HIPAA plans, ERISA plans, form 5500 filings, health savings accounts, flexible spending accounts, cafeteria plans and wrap plans; Regulatory compliance consulting in the field of retirement plan administration |
| 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 | Friday, December 15, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 15, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 15, 2023 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Chelmsford, MA 01824 |
| Event Date | Event Description |
| Friday, December 15, 2023 | NEW APPLICATION ENTERED |
| Sunday, March 24, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 16, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, July 24, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 24, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 24, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |