| 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 | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 13, 2016 |
| Pseudo Mark | RETIREMENT CLEARINGHOUSE MANAGED PORTABILITY |
| 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 |
| Disclaimer with Predetermined Text | "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 |
| Party Name | RETIREMENT CLEARINGHOUSE, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28217 |
| Party Name | RETIREMENT CLEARINGHOUSE, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28217 |
| Event Date | Event Description |
| Monday, May 1, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, May 1, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, May 1, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, May 1, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, September 19, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, September 19, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, September 19, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, March 23, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, February 28, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 28, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 13, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 13, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 23, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, November 5, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, November 5, 2016 | ASSIGNED TO LIE |
| Thursday, October 20, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, October 20, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, October 20, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, October 20, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, October 20, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, October 13, 2016 | ASSIGNED TO EXAMINER |
| Saturday, July 9, 2016 | NOTICE OF PSEUDO MARK E-MAILED |
| Friday, July 8, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 8, 2016 | NEW APPLICATION ENTERED |