| Serial Number | 87061184 |
| Word Mark | I INCOME STRATEGY |
| Filing Date | Monday, June 6, 2016 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Monday, August 29, 2022 |
| Registration Number | 5128003 |
| Registration Date | Tuesday, January 24, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 8, 2016 |
| Description of Mark | The mark consists of a stylized black lower case letter "I" with a green dot and with two green triangles next to the word "income" in black font and "strategy" in green font. |
| Indication of Colors claimed | The color(s) green and black is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "INCOME STRATEGY" |
| Goods and Services | Software as a service (SAAS) services featuring software for creating tax-efficient retirement income strategies |
| 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 | Monday, June 13, 2016 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, November 1, 2015 |
| First Use In Commerce Date | Sunday, November 1, 2015 |
| Party Name | Retiree Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Leawood, KS 66209 |
| Party Name | Retiree Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Leawood, KS 66209 |
| Party Name | Retiree Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Leawood, KS 66209 |
| Event Date | Event Description |
| Monday, August 29, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Monday, August 29, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Monday, August 29, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, March 22, 2022 | TEAS SECTION 8 RECEIVED |
| Monday, January 24, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, January 24, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 8, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 8, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 19, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 4, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, September 30, 2016 | ATTORNEY REVIEW COMPLETED |
| Friday, September 30, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 30, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 30, 2016 | ASSIGNED TO LIE |
| Monday, September 19, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, September 19, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, September 19, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, September 18, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, September 18, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, September 17, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, September 17, 2016 | NON-FINAL ACTION E-MAILED |
| Saturday, September 17, 2016 | NON-FINAL ACTION WRITTEN |
| Saturday, September 17, 2016 | ASSIGNED TO EXAMINER |
| Tuesday, June 14, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, June 13, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, June 9, 2016 | NEW APPLICATION ENTERED IN TRAM |