| Serial Number | 98330314 |
| Word Mark | NAVIGATE RETIREMENT SOLUTIONS |
| Filing Date | Tuesday, December 26, 2023 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, January 14, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 14, 2025 |
| Goods and Services | Educational services, namely, providing classes, seminars, workshops, and coaching in the field of retirement plans and providing educational materials in connection with the same |
| Description of Mark | The mark consists of a navy blue lighthouse design on top of two wavy red lines, to the left of red stylized word "NAVIGATE" wherein the "I" appears lifted on the bottom right corner showing a navy blue arrow shape, with navy blue words "Retirement Solutions" below. The color white represents background, outlining, shading, and transparent area and is not part of the mark. |
| Goods and Services | Financial advisory and consultancy services, namely, advising financial service providers in the field of retirement plan design and implementation; Financial investment advisory services, namely, providing information on the selection and monitoring of funds in the field of retirement plan design and implementation; Investment management services; Financial retirement plan consulting services; administration of employee benefits plans concerning finance |
| Indication of Colors claimed | The colors navy blue and red are claimed as a feature of the mark. |
| Goods and Services | Business consultation in the field of retirement plans; Financial record-keeping for regulatory compliance purposes; Financial records management; Preparation of business reports, policies and procedures; Preparation of financial statements; Vendor management services for retirement plans |
| NOT AVAILABLE | "RETIREMENT SOLUTIONS" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 31, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, December 26, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, December 26, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | NBT Bancorp Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Norwich, NY 13815 |
| Party Name | NBT Bancorp Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Norwich, NY 13815 |
| Event Date | Event Description |
| Tuesday, December 26, 2023 | NEW APPLICATION ENTERED |
| Monday, April 8, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, April 8, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, July 24, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, July 31, 2024 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Wednesday, July 31, 2024 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Thursday, August 1, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, August 1, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 1, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 1, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Monday, August 5, 2024 | SUSPENSION LETTER WRITTEN |
| Monday, August 5, 2024 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Monday, August 5, 2024 | LETTER OF SUSPENSION E-MAILED |
| Friday, December 20, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, December 20, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, December 20, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, December 20, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Friday, December 20, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 8, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 14, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 14, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |