| Serial Number | 86343239 |
| Word Mark | MANAGED ADVICE |
| Filing Date | Monday, July 21, 2014 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Sunday, September 8, 2024 |
| Registration Number | 4673299 |
| Registration Date | Tuesday, January 13, 2015 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; investment advisory services; investment advice; investment management services; administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; providing others, including retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation; providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations |
| NOT AVAILABLE | "ADVICE" |
| 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 | Monday, July 28, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 21, 2014 |
| First Use In Commerce Date | Tuesday, January 21, 2014 |
| Party Name | TRANSAMERICA CORPORATION |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | CEDAR RAPIDS, IA 52499 |
| Party Name | TRANSAMERICA RETIREMENT SOLUTIONS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | HARRISON, NY 10528 |
| Party Name | Transamerica Retirement Solutions Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Harrison, NY 10528 |
| Party Name | Transamerica Retirement Solutions Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Harrison, NY 10528 |
| Event Date | Event Description |
| Sunday, November 2, 2014 | ASSIGNED TO EXAMINER |
| Thursday, July 24, 2014 | NEW APPLICATION ENTERED |
| Monday, July 28, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, November 8, 2014 | NON-FINAL ACTION WRITTEN |
| Saturday, November 8, 2014 | NON-FINAL ACTION E-MAILED |
| Saturday, November 8, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 24, 2014 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, November 24, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, November 26, 2014 | ASSIGNED TO LIE |
| Wednesday, December 3, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, December 3, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, December 3, 2014 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Friday, December 5, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, January 13, 2015 | REGISTERED-SUPPLEMENTAL REGISTER |
| Wednesday, September 23, 2015 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, June 17, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, January 25, 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, January 13, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 25, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, February 25, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 25, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 25, 2020 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, February 25, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 25, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, October 23, 2020 | TEAS SECTION 8 RECEIVED |
| Monday, May 18, 2020 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
| Wednesday, December 9, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, December 9, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Tuesday, June 25, 2024 | TEAS SECTION 8 & 9 RECEIVED |
| Sunday, September 8, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Sunday, September 8, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Wednesday, December 9, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Saturday, January 13, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Sunday, September 8, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Sunday, September 8, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |