RETIREMENT MANAGEMENT ADVISOR Trademark

Trademark Overview

On Tuesday, September 26, 2017, a trademark application was filed for RETIREMENT MANAGEMENT ADVISOR with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT MANAGEMENT ADVISOR trademark a serial number of 87623455. The federal status of this trademark filing is REGISTERED as of Tuesday, September 24, 2019. This trademark is owned by Investment Management Consultants Association. The RETIREMENT MANAGEMENT ADVISOR trademark is filed in the category with the following description:

Financial services, namely, providing financial advice and financial consultation in the fields of retirement income planning and retirement income management
retirement management advisor

General Information

Serial Number87623455
Word MarkRETIREMENT MANAGEMENT ADVISOR
Filing DateTuesday, September 26, 2017
Status700 - REGISTERED
Status DateTuesday, September 24, 2019
Registration Number5865121
Registration DateTuesday, September 24, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 9, 2019

Trademark Statements

Goods and ServicesFinancial services, namely, providing financial advice and financial consultation in the fields of retirement income planning and retirement income management
Certification Mark StatementThe certification mark, as used by persons authorized by the certifier, certifies that the services provided are being provided by a person who meets prior education, experience and ethics requirements, has completed a certifier approved education prerequisite program, has completed certifier's required curriculum and passed a certifying examination administered by the certifier, and has agreed to attest and abide by the certifier's code of ethics and professional standards of conduct, and has further agreed to comply with continuing education and other post-certification requirements.
NOT AVAILABLE"ADVISOR"

Classification Information

International ClassB -
US Class CodesB
Class Status Code6 - Active
Class Status DateSaturday, September 30, 2017
Primary CodeB
First Use Anywhere DateWednesday, February 28, 2018
First Use In Commerce DateWednesday, February 28, 2018

Trademark Owner History

Party NameInvestment Management Consultants Association
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressGreenwood Village, CO 80111
Party NameInvestment Management Consultants Association
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressGreenwood Village, CO 80111
Party NameInvestment Management Consultants Association
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressGreenwood Village, CO 80111

Trademark Events

Event DateEvent Description
Saturday, September 30, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 29, 2017NEW APPLICATION ENTERED
Tuesday, January 2, 2018ASSIGNED TO EXAMINER
Thursday, January 4, 2018NON-FINAL ACTION WRITTEN
Thursday, January 4, 2018NON-FINAL ACTION E-MAILED
Thursday, January 4, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, January 4, 2018NON-FINAL ACTION WRITTEN
Thursday, January 4, 2018NON-FINAL ACTION E-MAILED
Thursday, January 4, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, July 3, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 3, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, July 4, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 20, 2018TEAS AMENDMENT OF USE RECEIVED
Wednesday, August 8, 2018ASSIGNED TO LIE
Thursday, August 9, 2018USE AMENDMENT FILED
Thursday, August 9, 2018AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, August 28, 2018NON-FINAL ACTION WRITTEN
Tuesday, August 28, 2018NON-FINAL ACTION E-MAILED
Tuesday, August 28, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, October 12, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, October 12, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, October 13, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 21, 2018FINAL REFUSAL WRITTEN
Wednesday, November 21, 2018FINAL REFUSAL E-MAILED
Wednesday, November 21, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, January 24, 2019USE AMENDMENT ACCEPTED
Friday, January 25, 2019NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Sunday, May 19, 2019TEAS REQUEST FOR RECONSIDERATION RECEIVED
Sunday, May 19, 2019JURISDICTION RESTORED TO EXAMINING ATTORNEY
Sunday, May 19, 2019EXPARTE APPEAL RECEIVED AT TTAB
Sunday, May 19, 2019EX PARTE APPEAL-INSTITUTED
Tuesday, May 21, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, May 21, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, June 3, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, June 3, 2019EXPARTE APPEAL TERMINATED
Wednesday, June 19, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 9, 2019PUBLISHED FOR OPPOSITION
Tuesday, July 9, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 24, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, September 24, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Related Keywords

advisor management retirement financial income planning fields consultation services namely providing