RETIREMENT PAYCHECK Trademark

Trademark Overview

On Friday, December 12, 2008, a trademark application was filed for RETIREMENT PAYCHECK with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT PAYCHECK trademark a serial number of 77632431. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, October 29, 2019. This trademark is owned by The Mutual Fund Store-Kansas City, LLC. The RETIREMENT PAYCHECK trademark is filed in the Insurance & Financial Services category with the following description:

investment services featuring the management of an account holder's mutual fund investments to provide a periodic payment at a predetermined level to the account holder
retirement paycheck

General Information

Serial Number77632431
Word MarkRETIREMENT PAYCHECK
Filing DateFriday, December 12, 2008
Status800 - REGISTERED AND RENEWED
Status DateTuesday, October 29, 2019
Registration Number3764869
Registration DateTuesday, March 23, 2010
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 23, 2009

Trademark Statements

Disclaimer with Predetermined Text"RETIREMENT"
Goods and Servicesinvestment services featuring the management of an account holder's mutual fund investments to provide a periodic payment at a predetermined level to the account holder

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 16, 2008
Primary Code036
First Use Anywhere DateWednesday, September 30, 2009
First Use In Commerce DateWednesday, September 30, 2009

Trademark Owner History

Party NameEDELMAN FINANCIAL ENGINES, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSUNNYVALE, CA 94089
Party NameFINANCIAL ENGINES, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressSUNNYVALE, CA 94089
Party NameTMFS HOLDINGS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressOVERLAND PARK, KS 66210
Party NameThe Mutual Fund Store-Kansas City, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66210
Party NameThe Mutual Fund Store-Kansas City, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66210
Party NameThe Mutual Fund Store-Kansas City, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66210

Trademark Events

Event DateEvent Description
Monday, March 30, 2020NOTICE OF SUIT
Tuesday, March 24, 2020NOTICE OF SUIT
Tuesday, October 29, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, October 29, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, October 29, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, October 29, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, September 26, 2019TEAS SECTION 8 & 9 RECEIVED
Saturday, March 23, 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, December 5, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, August 1, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, July 25, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, September 29, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, September 29, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 27, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, February 10, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, April 22, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, April 22, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, April 21, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, April 8, 2015TEAS SECTION 8 & 15 RECEIVED
Wednesday, August 6, 2014ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, March 30, 2011AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, March 23, 2010REGISTERED-PRINCIPAL REGISTER
Wednesday, February 17, 2010LAW OFFICE REGISTRATION REVIEW COMPLETED
Friday, February 12, 2010ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, February 11, 2010STATEMENT OF USE PROCESSING COMPLETE
Friday, January 8, 2010USE AMENDMENT FILED
Wednesday, February 10, 2010CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, January 8, 2010TEAS STATEMENT OF USE RECEIVED
Tuesday, December 22, 2009NOA MAILED - SOU REQUIRED FROM APPLICANT
Friday, November 6, 2009EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Wednesday, July 22, 2009EXTENSION OF TIME TO OPPOSE RECEIVED
Tuesday, June 23, 2009PUBLISHED FOR OPPOSITION
Wednesday, June 3, 2009NOTICE OF PUBLICATION
Tuesday, May 19, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, May 19, 2009ASSIGNED TO LIE
Tuesday, May 19, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 19, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, May 19, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, May 19, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 16, 2009NON-FINAL ACTION MAILED
Friday, March 13, 2009NON-FINAL ACTION WRITTEN
Tuesday, March 10, 2009ASSIGNED TO EXAMINER
Tuesday, December 16, 2008NEW APPLICATION ENTERED IN TRAM

Related Keywords

paycheck retirement account holder provide periodic payment level predetermined investments mutual services