| Serial Number | 86053766 |
| Word Mark | MY RETIREMENT ORGANIZER |
| Filing Date | Monday, September 2, 2013 |
| Status | 605 - ABANDONED - EXPRESS AFTER PUB |
| Status Date | Tuesday, October 7, 2014 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 8, 2014 |
| Indication of Colors claimed | The color(s) black, white, gray, red, blue, green, and yellow is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "RETIREMENT ORGANIZER" AND "WILL" |
| Description of Mark | The mark consists of the stylized wording "My Retirement Organizer" next to a design comprised of four rows of boxes with three boxes in each row. The front-most box in the far left row has a plus sign, a minus sign, and a jagged line on it. The front-most box in the row second from the left has the design of an umbrella on it. The front-most box in the row second from the right has a water faucet dripping water into a bucket with a hole in it. The front-most box on the far right contains the design of three envelopes with the first envelope bearing the word "will." The wording "My Retirement Organizer" in the mark is black. The boxes in the left-most row are red, except that the highlights thereon, the outline of the plus sign, the outline of the minus sign, and the jagged line are white. The boxes in the second row from the left are blue, except that the highlights thereon, the outline of the umbrella, and the underside of the umbrella are white. The boxes in the row second from the right are are green, except that the highlights thereon, the outline of the water faucet, the outline of the water drop, the outline of the bucket, and water in and around the bucket are white. The boxes in the row on the far right are yellow, except that the highlights thereon, the outline of the envelopes and word "will" are white. The color gray appears in the shadow around the boxes. The remainder of the white in the drawing represents background areas only and is not part of the mark. |
| Goods and Services | Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; 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, 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 8 - Abandoned |
| Class Status Date | Tuesday, October 7, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 1, 2013 |
| First Use In Commerce Date | Tuesday, January 1, 2013 |
| Party Name | California Retirement Advisors Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | El Segundo, CA 90245 |
| Party Name | California Retirement Advisors Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | El Segundo, CA 90245 |
| Event Date | Event Description |
| Tuesday, October 7, 2014 | ABANDONMENT NOTICE MAILED - AFTER PUBLICATION |
| Tuesday, October 7, 2014 | ABANDONMENT - AFTER PUBLICATION |
| Friday, October 3, 2014 | TEAS EXPRESS ABANDONMENT RECEIVED |
| Tuesday, April 8, 2014 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Tuesday, April 8, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 8, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 19, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, March 1, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, March 1, 2014 | ASSIGNED TO LIE |
| Monday, February 10, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, February 10, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Monday, February 10, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, February 10, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Monday, February 10, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, February 8, 2014 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Saturday, February 8, 2014 | FINAL REFUSAL E-MAILED |
| Saturday, February 8, 2014 | FINAL REFUSAL WRITTEN |
| Monday, January 13, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, January 11, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, January 11, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, December 21, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, December 21, 2013 | NON-FINAL ACTION E-MAILED |
| Saturday, December 21, 2013 | NON-FINAL ACTION WRITTEN |
| Saturday, December 14, 2013 | ASSIGNED TO EXAMINER |
| Wednesday, September 11, 2013 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, September 10, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, September 5, 2013 | NEW APPLICATION ENTERED IN TRAM |