| Serial Number | 86173396 |
| Word Mark | ASCENSUS ALWAYS HAVE A PLAN |
| Filing Date | Thursday, January 23, 2014 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, October 28, 2022 |
| Registration Number | 5054996 |
| Registration Date | Tuesday, October 4, 2016 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 10, 2015 |
| Description of Mark | The mark consists of a quadrilateral shape split by a curving line, followed by the term "ascensus" atop the words "Always have a plan". |
| Goods and Services | Providing retirement account financial information by telephone and via the Internet; administration of retirement plans, retirement accounts, health savings accounts and benefit plans for others; providing information dealing with finances, investments, and retirement financial planning; [ actuarial services; ]providing information about [ insurance enrollment, ] retirement plans, investment and financial planning; trustee services for retirement plans, benefit plans and trusts; [ financial custody services, namely, maintaining possession of assets of retirement plans, assets of benefit plans and assets of trusts for others; ] financial administration of college savings plans; financial transaction processing; providing investment account financial information via the Internet; financial services, namely, a service that allows employers and employees to sign up for and contribute to investment plans and accounts through payroll deductions; investment fund services featuring acceptance of monetary contributions to investment accounts; financial retirement plan consulting services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Recordkeeping for retirement plans, retirement accounts, health savings accounts and benefit plans for others; recordkeeping for college savings plans |
| Translation of Words in Mark | The English translation of "ASCENSUS" in the mark is "a moving upward". |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, January 6, 2015 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, February 27, 2014 |
| First Use In Commerce Date | Thursday, February 27, 2014 |
| 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 | Tuesday, February 4, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, February 27, 2014 |
| First Use In Commerce Date | Thursday, February 27, 2014 |
| Party Name | ASCENSUS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dresher, PA 19025 |
| Party Name | Ascensus, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Cedar Knolls, NJ 07927 |
| Party Name | Ascensus, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Cedar Knolls, NJ 07927 |
| Party Name | Ascensus, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Cedar Knolls, NJ 07927 |
| Event Date | Event Description |
| Monday, January 27, 2014 | NEW APPLICATION ENTERED |
| Wednesday, February 5, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, April 28, 2014 | ASSIGNED TO EXAMINER |
| Monday, April 28, 2014 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 4, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, April 28, 2014 | NON-FINAL ACTION WRITTEN |
| Monday, April 28, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, October 15, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 15, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 15, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, November 2, 2014 | FINAL REFUSAL WRITTEN |
| Sunday, November 2, 2014 | FINAL REFUSAL E-MAILED |
| Sunday, November 2, 2014 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, December 16, 2014 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, December 30, 2014 | ASSIGNED TO LIE |
| Tuesday, January 6, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, January 6, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, January 6, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, January 21, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 10, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 10, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, June 26, 2015 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Wednesday, December 30, 2015 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Friday, January 22, 2016 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, January 6, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 12, 2015 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Tuesday, August 11, 2015 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, January 22, 2016 | SOU EXTENSION 1 FILED |
| Friday, January 22, 2016 | SOU EXTENSION 1 GRANTED |
| Tuesday, January 26, 2016 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, August 22, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Sunday, August 28, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, August 30, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 4, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, April 25, 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, July 29, 2016 | TEAS STATEMENT OF USE RECEIVED |
| Friday, July 29, 2016 | USE AMENDMENT FILED |
| Monday, August 22, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, October 4, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, October 28, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, October 4, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, October 28, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, August 18, 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, April 28, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, October 28, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |