INTEGRITY IRA Trademark
Trademark Overview
On Friday, September 29, 2023, a trademark application was filed for INTEGRITY IRA with the United States Patent and Trademark Office. The USPTO has given the INTEGRITY IRA trademark a serial number of 98204068. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, November 11, 2024. This trademark is owned by SageView Advisory Group, LLC. The INTEGRITY IRA trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Investment advisory services; management of retirement investments, namely, oversight and monitoring of retirement investments; Financial services, namely, investment advice, namely providing recommendations for automatic rollover retirement accounts; Financial services, namely, investment management, namely, oversight and monitoring of investments; Financial services, namely, investment management, namely, administration of automatic rollover IRA investment options for retirement plan sponsors; Financial services, namely, investment consultation for retirement plan sponsors; Financial services, namely, investment consultation, namely, providing consultation to retirement plan sponsors for automatic rollover retirement accounts; Providing financial information and financial advice via a website; Financial services, namely, online retirement plan administration and retirement fund investment services
Providing temporary use of online non-downloadable software for retirement plan administration and for fund investment
General Information
| Serial Number | 98204068 |
| Word Mark | INTEGRITY IRA |
| Filing Date | Friday, September 29, 2023 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, November 11, 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 | Tuesday, December 3, 2024 |
Trademark Statements
| Goods and Services | Investment advisory services; management of retirement investments, namely, oversight and monitoring of retirement investments; Financial services, namely, investment advice, namely providing recommendations for automatic rollover retirement accounts; Financial services, namely, investment management, namely, oversight and monitoring of investments; Financial services, namely, investment management, namely, administration of automatic rollover IRA investment options for retirement plan sponsors; Financial services, namely, investment consultation for retirement plan sponsors; Financial services, namely, investment consultation, namely, providing consultation to retirement plan sponsors for automatic rollover retirement accounts; Providing financial information and financial advice via a website; Financial services, namely, online retirement plan administration and retirement fund investment services |
| NOT AVAILABLE | "IRA" |
| Goods and Services | Providing temporary use of online non-downloadable software for retirement plan administration and for fund investment |
Classification Information
| 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 | Thursday, October 12, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, May 4, 2021 |
| First Use In Commerce Date | Tuesday, May 4, 2021 |
| 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 | Thursday, October 12, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, May 4, 2021 |
| First Use In Commerce Date | Tuesday, May 4, 2021 |
Trademark Owner History
| Party Name | SageView Advisory Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newport Beach, CA 92660 |
Trademark Events
| Event Date | Event Description |
| Tuesday, October 3, 2023 | NEW APPLICATION ENTERED |
| Wednesday, May 22, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 22, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 12, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 21, 2024 | ASSIGNED TO EXAMINER |
| Friday, June 28, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 28, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 28, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, May 22, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, November 4, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Monday, November 4, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, August 19, 2024 | FINAL REFUSAL E-MAILED |
| Monday, August 19, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, August 19, 2024 | FINAL REFUSAL WRITTEN |
| Monday, November 4, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, November 4, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Monday, November 4, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
