| Serial Number | 90638357 |
| Word Mark | MANAGED ADVICE |
| Filing Date | Monday, April 12, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 25, 2022 |
| Registration Number | 6882537 |
| Registration Date | Tuesday, October 25, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 9, 2022 |
| Goods and Services | Financial services, namely, financial planning services for retirement, financial retirement plan consulting and advisory services; investment advisory services; investment advice; investment management services; financial administration of retirement and pension plans, defined contribution plans, defined employee benefit plans concerning insurance and finance, 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 individuals, retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and financial 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; financial management in the field of investment portfolios, namely, financial asset allocation; financial management in the field of investment portfolios, namely, providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to organizations in the nature of corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations |
| Disclaimer with Predetermined Text | "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 19, 2021 |
| 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 | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Cedar Rapids, IA 52499 |
| Party Name | Transamerica Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Cedar Rapids, IA 52499 |
| Party Name | Transamerica Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Cedar Rapids, IA 52499 |
| Event Date | Event Description |
| Tuesday, October 25, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, October 25, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 9, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 9, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 20, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 5, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, July 1, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, July 1, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 1, 2022 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, June 22, 2022 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, June 22, 2022 | FINAL REFUSAL E-MAILED |
| Wednesday, June 22, 2022 | FINAL REFUSAL WRITTEN |
| Friday, May 27, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 26, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 26, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, December 9, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, December 9, 2021 | NON-FINAL ACTION E-MAILED |
| Thursday, December 9, 2021 | NON-FINAL ACTION WRITTEN |
| Thursday, December 2, 2021 | ASSIGNED TO EXAMINER |
| Monday, July 19, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, April 15, 2021 | NEW APPLICATION ENTERED IN TRAM |