RETIREMENT BEGINS WITH A PLAN Trademark

Trademark Overview


On Tuesday, May 19, 2015, a trademark application was filed for RETIREMENT BEGINS WITH A PLAN with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT BEGINS WITH A PLAN trademark a serial number of 86634428. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Monday, May 30, 2022. This trademark is owned by McLean Asset Management Corporation. The RETIREMENT BEGINS WITH A PLAN trademark is filed in the Insurance & Financial Services category with the following description:

Advice relating to investments; Fiduciary representatives; Fiduciary services, namely, fiduciary representative services; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial consultation in the field of retirement; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Information, advisory, consultancy and research services relating to finance and investments; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information and advice in the field of finance, financial i...
retirement begins with a plan

General Information


Serial Number86634428
Word MarkRETIREMENT BEGINS WITH A PLAN
Filing DateTuesday, May 19, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateMonday, May 30, 2022
Registration Number4874281
Registration DateTuesday, December 22, 2015
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 6, 2015

Trademark Statements


Goods and ServicesAdvice relating to investments; Fiduciary representatives; Fiduciary services, namely, fiduciary representative services; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial consultation in the field of retirement; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Information, advisory, consultancy and research services relating to finance and investments; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing on-line news in the field of finance

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, May 27, 2015
Primary Code036
First Use Anywhere DateTuesday, March 31, 2015
First Use In Commerce DateThursday, April 30, 2015

Trademark Owner History


Party NameMcLean Asset Management Corporation
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressTysons, VA 22182

Party NameMcLean Asset Management Corporation
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMcLean, VA 22102

Party NameMcLean Asset Management Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMcLean, VA 22102

Trademark Events


Event DateEvent Description
Monday, May 30, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, May 30, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, May 30, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, December 7, 2021TEAS SECTION 8 & 15 RECEIVED
Tuesday, December 22, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, July 11, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 22, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, October 6, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 6, 2015PUBLISHED FOR OPPOSITION
Wednesday, September 16, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, August 31, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, August 31, 2015ASSIGNED TO EXAMINER
Wednesday, May 27, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, May 22, 2015NEW APPLICATION ENTERED IN TRAM