| Serial Number | 86397796 |
| Word Mark | RETIREMENT INCOME DESIGN EXPERIENCE |
| Filing Date | Wednesday, September 17, 2014 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Friday, May 28, 2021 |
| Registration Number | 4723768 |
| Registration Date | Tuesday, April 21, 2015 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 3, 2015 |
| Goods and Services | Financial planning and investment advisory services; financial information, evaluation, and advisory services; financial advisory and consultancy services; financial administration of retirement plans; financial analysis, consultation and research services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial investment analysis and stock research; financial management; financial management; consulting and information concerning insurance; financial portfolio management; financial portfolio analysis services; financial research and information services; financial research and business equity research services; financial risk management; financial trust planning; investment consultation, and investment management services; management of portfolios comprising securities; monitoring financial markets for investment purposes; mutual fund advisory services; mutual fund analysis services; [ mutual fund development services; ] mutual fund investment; mutual fund planning services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; providing financial services with respect to securities and other financial instruments and products, namely, money management services; providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; providing information in insurance matters; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information, commentary and advice in the field of finance, financial investments and financial valuations; providing information in the field of financial stock and equity markets; providing stock/securities market information; insurance administration; insurance agency; insurance brokerage; insurance consultancy; and strategic financial advisory services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "RETIREMENT INCOME DESIGN" |
| 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 | Wednesday, September 24, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 12, 2014 |
| First Use In Commerce Date | Friday, September 12, 2014 |
| Party Name | Vertex Capital Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fort Mill, US 29708 |
| Party Name | Vertex Capital Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, US 28209 |
| Party Name | Vertex Capital Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, US 28209 |
| Event Date | Event Description |
| Friday, December 5, 2014 | ASSIGNED TO EXAMINER |
| Monday, December 8, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, September 20, 2014 | NEW APPLICATION ENTERED |
| Wednesday, September 24, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 8, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Monday, December 8, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, December 8, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Saturday, December 27, 2014 | ASSIGNED TO LIE |
| Saturday, December 27, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, January 14, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 3, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 21, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 21, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 23, 2021 | TEAS SECTION 8 RECEIVED |
| Tuesday, December 9, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, February 3, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, May 28, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, May 28, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Sunday, April 21, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, May 28, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |