SALLUS RETIREMENT Trademark

Trademark Overview


On Tuesday, November 24, 2020, a trademark application was filed for SALLUS RETIREMENT with the United States Patent and Trademark Office. The USPTO has given the SALLUS RETIREMENT trademark a serial number of 90341044. The federal status of this trademark filing is REGISTERED as of Tuesday, October 3, 2023. This trademark is owned by Sallus Retirement LLC. The SALLUS RETIREMENT trademark is filed in the Insurance & Financial Services, Computer & Software Services & Scientific Services, Personal, and Legal & Social Services categories with the following description:

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

Fiduciary compliance consulting, namely, consulting in the field of federal regulations governing investment advisory activities

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
sallus retirement

General Information


Serial Number90341044
Word MarkSALLUS RETIREMENT
Filing DateTuesday, November 24, 2020
Status700 - REGISTERED
Status DateTuesday, October 3, 2023
Registration Number7183404
Registration DateTuesday, October 3, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 21, 2021

Trademark Statements


Goods and ServicesFiduciary 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 ServicesFiduciary compliance consulting, namely, consulting in the field of federal regulations governing investment advisory activities
Disclaimer with Predetermined Text"RETIREMENT"
Goods and ServicesSoftware 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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, January 30, 2021
Primary Code036
First Use Anywhere DateSunday, February 28, 2021
First Use In Commerce DateSunday, February 28, 2021

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateSaturday, January 30, 2021
Primary Code042
First Use Anywhere DateSunday, February 28, 2021
First Use In Commerce DateSunday, February 28, 2021

International Class045 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, November 9, 2021
Primary Code045
First Use Anywhere DateSunday, February 28, 2021
First Use In Commerce DateSunday, February 28, 2021

Trademark Owner History


Party NameSallus Retirement LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBerwyn, PA 19312

Party NameSallus Retirement LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBerwyn, PA 19312

Party NameSallus Retirement LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBerwyn, PA 19312

Trademark Events


Event DateEvent Description
Tuesday, October 3, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, October 3, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, August 29, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, August 28, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, August 23, 2023STATEMENT OF USE PROCESSING COMPLETE
Tuesday, August 15, 2023USE AMENDMENT FILED
Wednesday, August 23, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, August 15, 2023TEAS STATEMENT OF USE RECEIVED
Wednesday, February 15, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, February 13, 2023SOU EXTENSION 2 GRANTED
Monday, February 13, 2023SOU EXTENSION 2 FILED
Monday, February 13, 2023SOU TEAS EXTENSION RECEIVED
Wednesday, August 17, 2022NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, August 15, 2022SOU EXTENSION 1 GRANTED
Monday, August 15, 2022SOU EXTENSION 1 FILED
Monday, August 15, 2022SOU TEAS EXTENSION RECEIVED
Tuesday, February 15, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 21, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 21, 2021PUBLISHED FOR OPPOSITION
Wednesday, December 1, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 16, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, November 16, 2021EXAMINER'S AMENDMENT ENTERED
Tuesday, November 16, 2021NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, November 16, 2021EXAMINERS AMENDMENT E-MAILED
Tuesday, November 16, 2021EXAMINERS AMENDMENT -WRITTEN
Monday, November 15, 2021ASSIGNED TO EXAMINER
Tuesday, November 9, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, November 9, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, November 9, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, May 18, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, May 18, 2021NON-FINAL ACTION E-MAILED
Tuesday, May 18, 2021NON-FINAL ACTION WRITTEN
Friday, May 7, 2021ASSIGNED TO EXAMINER
Saturday, January 30, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, November 27, 2020NEW APPLICATION ENTERED