| Serial Number | 99930673 |
| Word Mark | SRS |
| Filing Date | Thursday, July 9, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, July 9, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Financial and investment services, namely, financial asset acquisition consultation, investment consultation, investment advisory services, and development of investment strategies; Financial asset management; Wealth management services; Financial planning for retirement, including non-qualified retirement plans; Financial planning services, namely, non-qualified retirement plans, budgeting, savings planning, retirement planning, investment strategy development, and wealth planning; Financial planning for retirement; Financial retirement plan consulting services for qualified retirement plans, non-qualified retirement plans, non-qualified deferred compensation plans, executive deferred compensation plans, supplemental executive retirement plans (SERPs), 401(k) plans, 457(b) plans, and 457(f) plans; Financial consultation in the field of retirement plan administration, retirement plan recordkeeping, asset recordkeeping, 401(k) benefit plans, qualified retirement plans, non-qualified retirement plans, and non-qualified deferred compensation plans; Retirement plan administration services, namely, third-party administration of 401(k) retirement plans, qualified retirement plans, non-qualified retirement plans, and non-qualified deferred compensation plans; Financial administration of non-qualified retirement plans, non-qualified deferred compensation plans, executive deferred compensation plans, supplemental executive retirement plans (SERPs), 457(b) plans, and 457(f) plans; Retirement plan recordkeeping services for qualified retirement plans, non-qualified retirement plans, non-qualified deferred compensation plans, 401(k) plans, individual retirement accounts, multiple employer plans, pooled employer plans, and single employer plans; Retirement plan compliance support services, namely, financial administration and financial recordkeeping services designed to assist retirement plans with compliance with federal retirement plan requirements; Administration of multiple employer retirement plans; Administration of pooled employer retirement plans; Administration of single employer retirement plans; Pooled plan provider services, namely, serving as a pooled plan provider for pooled employer retirement plans; Financial fiduciary services for retirement plans; Investment fiduciary services for retirement plan assets; Individual retirement account services, namely, providing traditional and Roth IRA accounts; 401(k) rollover services; Investment advisory services; Investment management services, namely, serving as a discretionary investment manager for retirement plan assets, non-qualified retirement plan assets, and wealth management accounts; Securities brokerage and investment brokerage services; Estate planning consultation services; Insurance consultation services in the field of financial protection planning; Tax planning consultation services; Financial transaction services, namely, processing of retirement plan contributions; Financial transaction services, namely, processing of retirement plan loan and hardship distributions; Providing financial information in the field of retirement savings, wealth management, non-qualified retirement plans, investment strategy, and portfolio management via a website |
| Description of Mark | The mark consists of a design of three vertical bars of increasing height from left to right, positioned above a curved line. To the right of the design is the wording "SRS" in a stylized font. |
| Goods and Services | Software as a service (SaaS) featuring software for retirement plan administration, retirement plan management, retirement plan recordkeeping, participant account management, financial advisor account management, and plan sponsor account management; Software as a service (SaaS) featuring software for administration and management of qualified retirement plans, non-qualified retirement plans, non-qualified deferred compensation plans, executive deferred compensation plans, supplemental executive retirement plans (SERPs), 401(k) plans, 457(b) plans, and 457(f) plans; Providing temporary use of online, non-downloadable software for wealth management, financial planning, retirement planning, retirement savings planning, investment risk assessment, portfolio monitoring, and investment account management; Providing temporary use of online, nondownloadable software for creating customized retirement savings plans; Providing temporary use of online, non-downloadable software for generating retirement plan proposals, sales prospecting materials, and value propositions for potential retirement plan clients; Providing temporary use of online, nondownloadable software portals for retirement plan account management by plan sponsors, financial advisors, participants, employers, and plan administrators; Providing temporary use of online, non-downloadable software tools for retirement savings calculation, retirement income planning, non-qualified deferred compensation plan modeling, and investment risk assessment |
| Goods and Services | Downloadable mobile application for managing retirement savings accounts,investment accounts, wealth management accounts, qualified retirement planaccounts, non-qualified retirement plan accounts, and investments; Downloadablesoftware for accessing and managing retirement plan information, retirementsavings accounts, investment portfolios, non-qualified deferred compensation planaccounts, and wealth management accounts |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 9, 2026 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Thursday, July 9, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Thursday, July 9, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | SLAVIC INTEGRATED ADMINISTRATION, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Boca Raton, FL 33487 US |
| Event Date | Event Description |
| Thursday, July 9, 2026 | NEW APPLICATION ENTERED |
| Thursday, July 9, 2026 | APPLICATION FILING RECEIPT MAILED |