| Serial Number | 85536375 |
| Word Mark | PENSIONMARK |
| Filing Date | Tuesday, February 7, 2012 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Saturday, January 28, 2023 |
| Registration Number | 4311685 |
| Registration Date | Tuesday, April 2, 2013 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 15, 2013 |
| Goods and Services | Education services, namely, conducting programs in the field of retirement plans |
| Pseudo Mark | PENSION MARK |
| Goods and Services | Financial services provided to sponsors of retirement plans, participants in retirement plans and individual investors in connection with employee stock option plans, 401k plans, profit sharing plans, executive deferred compensation plans, pension plans and defined benefit plans, namely, providing retirement plan design, assistance with the development of retirement plan investment policies, retirement plan management, retirement plan investment due diligence, investment fee analysis and retirement plan investment performance monitoring; wealth management and financial planning services for individual investors; retirement plan fiduciary services, namely, fiduciary representative services in the field of retirement planning |
| Goods and Services | Regulatory compliance consulting in the field of retirement plan administration; fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities related to retirement plans |
| 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, February 13, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, March 1, 2008 |
| First Use In Commerce Date | Saturday, March 1, 2008 |
| 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, June 19, 2012 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, March 1, 2008 |
| First Use In Commerce Date | Saturday, March 1, 2008 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, June 19, 2012 |
| Primary Code | 045 |
| First Use Anywhere Date | Saturday, March 1, 2008 |
| First Use In Commerce Date | Saturday, March 1, 2008 |
| Party Name | WORLD INVESTMENT ADVISORS, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SANTA BARBARA, CA 93101 |
| Party Name | PENSIONMARK FINANCIAL GROUP, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lincroft, NJ 07738 |
| Party Name | PENSIONMARK RETIREMENT GROUP |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | SANTA BARBARA, CA 93101 |
| Party Name | PENSIONMARK RETIREMENT GROUP |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | SANTA BARBARA, CA 93101 |
| Party Name | PENSIONMARK RETIREMENT GROUP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | SANTA BARBARA, CA 93101 |
| Event Date | Event Description |
| Thursday, July 12, 2012 | NON-FINAL ACTION WRITTEN |
| Monday, February 13, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, February 14, 2012 | NOTICE OF PSEUDO MARK MAILED |
| Wednesday, May 16, 2012 | ASSIGNED TO EXAMINER |
| Thursday, May 17, 2012 | NON-FINAL ACTION WRITTEN |
| Thursday, May 17, 2012 | NON-FINAL ACTION E-MAILED |
| Thursday, May 17, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 18, 2012 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 18, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 19, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 12, 2012 | NON-FINAL ACTION E-MAILED |
| Wednesday, December 26, 2012 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, July 12, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, November 8, 2012 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, November 17, 2012 | ASSIGNED TO LIE |
| Saturday, November 17, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, November 17, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, December 6, 2012 | ASSIGNED TO EXAMINER |
| Friday, December 7, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, December 11, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, April 2, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, January 15, 2013 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 15, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 2, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, July 27, 2016 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, April 2, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, May 10, 2018 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, May 23, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, May 24, 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, May 24, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, July 13, 2022 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, January 28, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, January 28, 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, January 28, 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Saturday, January 28, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Friday, March 28, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, March 28, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, March 28, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, March 28, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, March 28, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, April 16, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |