...SOLVING THE RETIREMENT PUZZLE Trademark
Trademark Overview
On Tuesday, October 22, 2002, a trademark application was filed for ...SOLVING THE RETIREMENT PUZZLE with the United States Patent and Trademark Office. The USPTO has given the ...SOLVING THE RETIREMENT PUZZLE trademark a serial number of 78177106. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, September 12, 2014. This trademark is owned by Retirement Plan Advisors, Inc.. The ...SOLVING THE RETIREMENT PUZZLE trademark is filed in the Insurance & Financial Services category with the following description:
Retirement plan and support, namely, management of qualified retirement plans, 401k, 403b and 457, IRA's, education funding accounts including 529 plans, individual accounts, joint accounts and custodial accounts; investment advice; financial onsite enrollment services, namely, enrolling employees of other businesses in 457, IRA, 401k and 403b plans at the place of employment; comprehensive financial planning and investment services, namely, asset allocation modeling, portfolio rebalancing, retirement needs analysis and underlying fund selection in the fields of securities, mutual funds and insurance products; and wealth management services, namely, planning, designing and supporting at the plan sponsor/plan trustee level, namely, plan document development, namely, eligibility criteria, contribution formula and withdrawal provisions, financial plan adoption agreement review and financial contribution formula design, financial portfolio management and investment management of securities...
General Information
| Serial Number | 78177106 |
| Word Mark | ...SOLVING THE RETIREMENT PUZZLE |
| Filing Date | Tuesday, October 22, 2002 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, September 12, 2014 |
| Registration Number | 2812927 |
| Registration Date | Tuesday, February 10, 2004 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 18, 2003 |
Trademark Statements
| Goods and Services | Retirement plan and support, namely, management of qualified retirement plans, 401k, 403b and 457, IRA's, education funding accounts including 529 plans, individual accounts, joint accounts and custodial accounts; investment advice; financial onsite enrollment services, namely, enrolling employees of other businesses in 457, IRA, 401k and 403b plans at the place of employment; comprehensive financial planning and investment services, namely, asset allocation modeling, portfolio rebalancing, retirement needs analysis and underlying fund selection in the fields of securities, mutual funds and insurance products; and wealth management services, namely, planning, designing and supporting at the plan sponsor/plan trustee level, namely, plan document development, namely, eligibility criteria, contribution formula and withdrawal provisions, financial plan adoption agreement review and financial contribution formula design, financial portfolio management and investment management of securities, mutual funds and insurance products |
Classification Information
| 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, September 12, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, March 1, 2000 |
| First Use In Commerce Date | Saturday, April 1, 2000 |
Trademark Owner History
| Party Name | Retirement Plan Advisors, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60603 |
| Party Name | Retirement Plan Advisors, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60603 |
| Party Name | Retirement Plan Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60603 |
Trademark Events
| Event Date | Event Description |
| Friday, September 12, 2014 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Sunday, February 21, 2010 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Sunday, February 21, 2010 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, February 16, 2010 | TEAS SECTION 8 RECEIVED |
| Tuesday, February 10, 2004 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 18, 2003 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 29, 2003 | NOTICE OF PUBLICATION |
| Thursday, September 11, 2003 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, September 11, 2003 | ASSIGNED TO EXAMINER |
| Thursday, September 4, 2003 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 5, 2003 | EMAIL RECEIVED |
| Monday, July 28, 2003 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 18, 2003 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 16, 2003 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 8, 2003 | CASE FILE IN TICRS |
| Saturday, March 29, 2003 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 26, 2003 | ASSIGNED TO EXAMINER |
