| Serial Number | 87093028 |
| Word Mark | RCH MANAGED PORTABILITY |
| Filing Date | Tuesday, July 5, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, September 19, 2022 |
| Registration Number | 5150357 |
| Registration Date | Tuesday, February 28, 2017 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 13, 2016 |
| Goods and Services | Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or existing IRA by locating and verifying the address of plan participants, providing counseling, completing necessary forms and other required paperwork, manually or electronically, contacting plan sponsors or plan providers and managing the transfer via telephone, mail or the internet; financial services, namely, financial retirement plan consulting services and investment fund transfer and transaction services; financial administration of individual retirement accounts; financial retirement plan consulting services, namely, assisting employers and individuals with the movement or consolidation of their retirement accounts between one or more employer sponsored plans or one or more individual plan retirement accounts; financial administration of retirement plans |
| Pseudo Mark | RETIREMENT CLEARINGHOUSE MANAGED PORTABILITY |
| NOT AVAILABLE | "MANAGED PORTABILITY" |
| 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 | Friday, July 8, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 16, 2014 |
| First Use In Commerce Date | Tuesday, December 16, 2014 |
| Party Name | RETIREMENT CLEARINGHOUSE, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28217 US |
| Party Name | RETIREMENT CLEARINGHOUSE, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28217 US |
| Party Name | RETIREMENT CLEARINGHOUSE, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28217 US |
| Event Date | Event Description |
| Friday, July 8, 2016 | NEW APPLICATION ENTERED |
| Friday, July 8, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, July 9, 2016 | NOTICE OF PSEUDO MARK E-MAILED |
| Thursday, October 13, 2016 | ASSIGNED TO EXAMINER |
| Thursday, October 20, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, October 20, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, October 20, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, October 20, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, October 20, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, November 5, 2016 | ASSIGNED TO LIE |
| Saturday, November 5, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, November 23, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 13, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 13, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 28, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Monday, February 28, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, March 23, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, September 19, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, September 19, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, September 19, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, May 1, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, May 1, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, May 1, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, May 1, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, February 28, 2026 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |