RETIREMENT CLEARINGHOUSE Trademark

Trademark Overview


On Wednesday, November 21, 2012, a trademark application was filed for RETIREMENT CLEARINGHOUSE with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT CLEARINGHOUSE trademark a serial number of 85785122. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, April 12, 2024. This trademark is owned by RolloverSystems, LLC. The RETIREMENT CLEARINGHOUSE trademark is filed in the Insurance & Financial Services category with the following description:

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 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 s...
retirement clearinghouse

General Information


Serial Number85785122
Word MarkRETIREMENT CLEARINGHOUSE
Filing DateWednesday, November 21, 2012
Status800 - REGISTERED AND RENEWED
Status DateFriday, April 12, 2024
Registration Number4445304
Registration DateTuesday, December 3, 2013
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial 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 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
NOT AVAILABLE"CLEARINGHOUSE"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 30, 2012
Primary Code036
First Use Anywhere DateMonday, February 25, 2013
First Use In Commerce DateMonday, February 25, 2013

Trademark Owner History


Party NameRETIREMENT CLEARINGHOUSE, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressCHARLOTTE, NC 28273

Party NameRETIREMENT CLEARINGHOUSE, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressCHARLOTTE, NC 28217

Party NameRolloverSystems, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCharlotte, NC 28217

Trademark Events


Event DateEvent Description
Saturday, November 24, 2012NEW APPLICATION ENTERED
Friday, March 15, 2013ASSIGNED TO EXAMINER
Friday, November 30, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, September 25, 2013AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, October 7, 2013EXAMINERS AMENDMENT -WRITTEN
Friday, March 22, 2013NON-FINAL ACTION WRITTEN
Friday, March 22, 2013NON-FINAL ACTION E-MAILED
Friday, March 22, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, September 12, 2013TEAS AMENDMENT OF USE RECEIVED
Thursday, September 12, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 12, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 12, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, September 13, 2013USE AMENDMENT FILED
Friday, September 13, 2013AMENDMENT TO USE PROCESSING COMPLETE
Monday, October 7, 2013EXAMINERS AMENDMENT E-MAILED
Monday, October 7, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, October 7, 2013EXAMINER'S AMENDMENT ENTERED
Tuesday, December 3, 2013REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, October 15, 2013USE AMENDMENT ACCEPTED
Tuesday, October 15, 2013APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, October 16, 2013NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, October 30, 2013ASSIGNED TO LIE
Wednesday, October 30, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, June 18, 2019NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, December 3, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, December 3, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, June 4, 2019TEAS SECTION 8 RECEIVED
Thursday, June 13, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, June 18, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, May 1, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, May 1, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, May 1, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, May 1, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, April 12, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 12, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, April 12, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Sunday, December 3, 2023TEAS SECTION 8 & 9 RECEIVED
Friday, April 12, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED