RETIREMENT DESIGN SYSTEM Trademark

Trademark Overview

On Tuesday, November 27, 2018, a trademark application was filed for RETIREMENT DESIGN SYSTEM with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT DESIGN SYSTEM trademark a serial number of 88207475. The federal status of this trademark filing is REGISTERED as of Tuesday, March 10, 2020. This trademark is owned by J. Biance Wealth Management, LLC. The RETIREMENT DESIGN SYSTEM trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and investment advisory services; Financial trust planning; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing financial assistance for healthcare planning
retirement design system

General Information

Serial Number88207475
Word MarkRETIREMENT DESIGN SYSTEM
Filing DateTuesday, November 27, 2018
Status700 - REGISTERED
Status DateTuesday, March 10, 2020
Registration Number6008937
Registration DateTuesday, March 10, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 9, 2019

Trademark Statements

Goods and ServicesFinancial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and investment advisory services; Financial trust planning; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing financial assistance for healthcare planning
Disclaimer with Predetermined Text"RETIREMENT" AND "SYSTEM"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, December 15, 2018
Primary Code036
First Use Anywhere DateSaturday, June 1, 2019
First Use In Commerce DateSaturday, June 1, 2019

Trademark Owner History

Party NameJ. Biance Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSebring, FL 33870
Party NameJ. Biance Wealth Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSebring, FL 33870
Party NameJ. Biance Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSebring, FL 33870

Trademark Events

Event DateEvent Description
Tuesday, March 10, 2020REGISTERED-PRINCIPAL REGISTER
Tuesday, February 4, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, February 3, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, January 15, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 15, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 15, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, October 17, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, October 17, 2019NON-FINAL ACTION E-MAILED
Thursday, October 17, 2019SU - NON-FINAL ACTION - WRITTEN
Wednesday, October 9, 2019STATEMENT OF USE PROCESSING COMPLETE
Thursday, September 19, 2019USE AMENDMENT FILED
Wednesday, October 9, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, September 19, 2019TEAS STATEMENT OF USE RECEIVED
Tuesday, September 3, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 9, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 9, 2019PUBLISHED FOR OPPOSITION
Thursday, June 27, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 28, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, June 28, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, June 19, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, May 30, 2019ASSIGNED TO LIE
Thursday, May 16, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 15, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, May 14, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, May 14, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, May 14, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, May 14, 2019NON-FINAL ACTION E-MAILED
Tuesday, May 14, 2019NON-FINAL ACTION WRITTEN
Tuesday, April 23, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 22, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 22, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 1, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 1, 2019NON-FINAL ACTION E-MAILED
Friday, March 1, 2019NON-FINAL ACTION WRITTEN
Wednesday, February 27, 2019ASSIGNED TO EXAMINER
Saturday, December 15, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, November 30, 2018NEW APPLICATION ENTERED

Related Keywords

system design retirement financial planning services investment namely account trading portfolio maintenance