| Serial Number | 86817926 |
| Word Mark | INSPIRING CONFIDENCE IN YOUR RETIREMENT |
| Filing Date | Thursday, November 12, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, January 3, 2023 |
| Registration Number | 4993012 |
| Registration Date | Tuesday, July 5, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 19, 2016 |
| Goods and Services | Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities |
| 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, November 17, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, April 27, 2011 |
| First Use In Commerce Date | Wednesday, April 27, 2011 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Sacramento, CA 95825 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Sacramento, CA 95825 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Sacramento, CA 95825 |
| Event Date | Event Description |
| Monday, November 16, 2015 | NEW APPLICATION ENTERED |
| Tuesday, November 17, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, March 6, 2016 | ASSIGNED TO EXAMINER |
| Tuesday, March 8, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 30, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 19, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 19, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 5, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Monday, July 5, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, June 17, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, January 3, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, January 3, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, January 3, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, July 5, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |