| Serial Number | 90341040 |
| Word Mark | S SALLUS RETIREMENT |
| Filing Date | Tuesday, November 24, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 3, 2023 |
| Registration Number | 7183403 |
| Registration Date | Tuesday, October 3, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 21, 2021 |
| Description of Mark | The mark consists of a stylized letter S placed within a circle design having an opening on each side and solid line extending through the middle of the circle, followed by the lower case block letter wording "sallus", stacked over the upper case block letter wording "RETIREMENT". |
| Goods and Services | Fiduciary services, namely, fiduciary representative services; outsource service provider of financial administration of retirement plan services for 401K retirement and investment plans; consulting services in the field of retirement plan investment; financial planning for retirement; financial services, namely, financial administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash and other types of financial investments in retirement plans; outsource service provider in the field of financial administration of retirement plans |
| Goods and Services | Fiduciary compliance consulting, namely, consulting in the field of federal regulations governing investment advisory activities |
| Disclaimer with Predetermined Text | "RETIREMENT" |
| Goods and Services | Software as a service (SAAS) services featuring software for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans; Platform as a service (PAAS) featuring computer software platforms for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans |
| 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 | Saturday, January 30, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, February 28, 2021 |
| First Use In Commerce Date | Sunday, February 28, 2021 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, January 30, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, February 28, 2021 |
| First Use In Commerce Date | Sunday, February 28, 2021 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 9, 2021 |
| Primary Code | 045 |
| First Use Anywhere Date | Sunday, February 28, 2021 |
| First Use In Commerce Date | Sunday, February 28, 2021 |
| Party Name | Sallus Retirement LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Berwyn, PA 19312 |
| Party Name | Sallus Retirement LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Berwyn, PA 19312 |
| Party Name | Sallus Retirement LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Berwyn, PA 19312 |
| Event Date | Event Description |
| Tuesday, October 3, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, October 3, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 29, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, August 28, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, August 23, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, August 15, 2023 | USE AMENDMENT FILED |
| Wednesday, August 23, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, August 15, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, February 15, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, February 13, 2023 | SOU EXTENSION 2 GRANTED |
| Monday, February 13, 2023 | SOU EXTENSION 2 FILED |
| Monday, February 13, 2023 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, August 17, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, August 15, 2022 | SOU EXTENSION 1 GRANTED |
| Monday, August 15, 2022 | SOU EXTENSION 1 FILED |
| Monday, August 15, 2022 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, February 15, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 21, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 21, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 1, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 16, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, November 16, 2021 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, November 16, 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, November 16, 2021 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, November 16, 2021 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, November 15, 2021 | ASSIGNED TO EXAMINER |
| Tuesday, November 9, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, November 9, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 9, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, May 11, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 11, 2021 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 11, 2021 | NON-FINAL ACTION WRITTEN |
| Friday, May 7, 2021 | ASSIGNED TO EXAMINER |
| Tuesday, February 2, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Saturday, January 30, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, November 27, 2020 | NEW APPLICATION ENTERED |