FIDUCIARY ASSISTANT Trademark

Trademark Overview

On Thursday, August 8, 2013, a trademark application was filed for FIDUCIARY ASSISTANT with the United States Patent and Trademark Office. The USPTO has given the FIDUCIARY ASSISTANT trademark a serial number of 86032892. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, December 27, 2024. This trademark is owned by Universal Retirement Solutions, Inc.. The FIDUCIARY ASSISTANT trademark is filed in the Insurance & Financial Services category with the following description:

Financial administration of retirement plans; Financial consultation; [ Financial management; Financial management of employee pension plans; ] financial administration of payroll tax debiting services [ , and employee benefit savings security accounts, namely, flexible spending accounts and COBRA plans [ ; and financial advisory services provided to employers in the field of employee benefits programs ] ]
fiduciary assistant

General Information

Serial Number86032892
Word MarkFIDUCIARY ASSISTANT
Filing DateThursday, August 8, 2013
Status800 - REGISTERED AND RENEWED
Status DateFriday, December 27, 2024
Registration Number4693572
Registration DateTuesday, February 24, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial administration of retirement plans; Financial consultation; [ Financial management; Financial management of employee pension plans; ] financial administration of payroll tax debiting services [ , and employee benefit savings security accounts, namely, flexible spending accounts and COBRA plans [ ; and financial advisory services provided to employers in the field of employee benefits programs ] ]

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, August 16, 2013
Primary Code036
First Use Anywhere DateThursday, March 20, 2014
First Use In Commerce DateThursday, March 20, 2014

Trademark Owner History

Party NameFUTUREPLAN ADMINISTRATIVE SERVICES, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressDresher, PA 19025
Party NameGOLDLEAF PARTNERS SERVICES, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressBloomington, MN 55425
Party NameUniversal Retirement Solutions, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBloomington, MN 55425
Party NameUniversal Retirement Solutions, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBloomington, MN 55425

Trademark Events

Event DateEvent Description
Monday, August 12, 2013NEW APPLICATION ENTERED
Friday, August 16, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 24, 2013NON-FINAL ACTION WRITTEN
Monday, September 23, 2013ASSIGNED TO EXAMINER
Tuesday, September 24, 2013NON-FINAL ACTION E-MAILED
Monday, March 24, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, March 24, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 25, 2014NON-FINAL ACTION E-MAILED
Tuesday, September 24, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, March 24, 2014TEAS AMENDMENT OF USE RECEIVED
Monday, March 24, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 24, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 24, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 25, 2014NON-FINAL ACTION WRITTEN
Tuesday, March 25, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, December 4, 2014TEAS PETITION TO REVIVE RECEIVED
Thursday, December 4, 2014PETITION TO REVIVE-GRANTED
Thursday, December 4, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, December 4, 2014NOTICE OF REVIVAL - E-MAILED
Tuesday, March 25, 2014USE AMENDMENT FILED
Tuesday, March 25, 2014AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, March 26, 2014NON-FINAL ACTION WRITTEN
Wednesday, March 26, 2014NON-FINAL ACTION E-MAILED
Wednesday, March 26, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, October 22, 2014ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Wednesday, October 22, 2014ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Thursday, December 4, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, January 7, 2015NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, January 21, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, December 11, 2014ASSIGNED TO LIE
Thursday, December 11, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 11, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 6, 2015USE AMENDMENT ACCEPTED
Tuesday, January 6, 2015APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, February 24, 2015REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, June 21, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, February 5, 2021TEAS SECTION 8 RECEIVED
Friday, May 7, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, February 24, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, May 7, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, August 18, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, May 7, 2021NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, February 24, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, June 13, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, September 13, 2024TEAS SECTION 8 & 9 RECEIVED
Friday, December 27, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, December 27, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, December 27, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, December 27, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Related Keywords

assistant fiduciary financial plans employee management accounts administration services advisory cobra spending