| Serial Number | 86950672 |
| Word Mark | SMART SOLUTIONS FOR BUILDING BETTER PORTFOLIOS |
| Filing Date | Wednesday, March 23, 2016 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, July 21, 2023 |
| Registration Number | 5117791 |
| Registration Date | Tuesday, January 10, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 25, 2016 |
| Goods and Services | Printed materials, namely, booklets, leaflets, brochures and pamphlets featuring information and advice on retirement, financial management, life organization and life events |
| Goods and Services | Financial information and advisory services; financial information and advisory services regarding retirement, investments, financial planning, financial management, insurance, life organization and life events; capital investment services; financial services, namely, investment management, asset management, investment advice, investment consultation, financial research, banking; Investment management of and distribution of variable annuities; Fund investment services, namely, fund investment consultation, exchange traded fund investment, mutual fund investment; Providing financial and investment services via the Internet, namely, fund investment consultation, exchange traded fund investment, mutual fund investment, investment management, asset management, investment advice, investment consultation, financial research, banking, investment management of and distribution of variable annuities and financial planning services, namely, retirement plans, college savings plans and charitable giving programs; Financial services, namely, developing and providing financial indexes for tracking the performance of stock, stock funds, futures, options, annuities, and other securities |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, July 21, 2023 |
| Primary Code | 016 |
| First Use Anywhere Date | Tuesday, March 31, 2015 |
| First Use In Commerce Date | Tuesday, March 31, 2015 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, July 21, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 31, 2015 |
| First Use In Commerce Date | Tuesday, March 31, 2015 |
| Party Name | New York Life Insurance Company |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010 |
| Party Name | New York Life Insurance Company |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010 |
| Party Name | New York Life Insurance Company |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010 |
| Event Date | Event Description |
| Friday, July 21, 2023 | CANCELLED SEC. 8 (6-YR) |
| Monday, January 10, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, June 15, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, June 15, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, June 15, 2020 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, June 15, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, June 15, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, June 15, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, September 11, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, September 11, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, April 5, 2017 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
| Tuesday, January 31, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, January 10, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 25, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 25, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 5, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 13, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 24, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 23, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, August 23, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 11, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 11, 2016 | NON-FINAL ACTION E-MAILED |
| Monday, July 11, 2016 | NON-FINAL ACTION WRITTEN |
| Tuesday, July 5, 2016 | ASSIGNED TO EXAMINER |
| Tuesday, March 29, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, March 26, 2016 | NEW APPLICATION ENTERED |