| Serial Number | 97049439 |
| Word Mark | THE B.O.S.S. RETIREMENT SCORECARD |
| Filing Date | Tuesday, September 28, 2021 |
| Status | 730 - FIRST EXTENSION - GRANTED |
| Status Date | Thursday, January 16, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 21, 2024 |
| Goods and Services | Educational services, namely, conducting workshops, seminars and webinars in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; educational services, namely, the presentation of seminars, lectures, workshops, panel discussions, podcast interviews, public speaking events and ongoing television and radio talk shows all in the field of public interest concerning financial optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; providing online, non-downloadable pre-recorded videos featuring information in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments; providing online, non-downloadable pre-recorded videos featuring information in the field of retirement planning, estate planning and financial planning; providing of online non-downloadable books, ebooks, and workbooks in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare |
| Goods and Services | Downloadable reports in the field of asset and wealth optimization and management, social security, retirement planning, financial planning, estate planning and taxes; downloadable reports analyzing financial risks, rates and fees; downloadable reports in the field of tax optimization; downloadable books, ebooks, and workbooks in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare |
| Goods and Services | Printed books, workbooks and publications, namely, printed pamphlets, brochures, newsletter, journals and magazines, all in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare |
| Pseudo Mark | BOSS |
| Goods and Services | Investment management services in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; financial planning; providing financial services with respect to securities and other financial instruments and products, namely, money management; securities brokerage services; investment management services in the field of private placement of securities; investment management services in the field of initial public offerings; providing financial information in the field of retirement planning; retirement plan administration services; retirement fund investment services; underwriting, issuance and administration of annuities; financial consultation services in the field of annuities; providing financial information by electronic means; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial strategy services, namely, estate and financial trust planning, probate administration services, charitable giving planning, estate planning; consulting services in the field of health insurance, namely, providing comparison and consultation of Medicare and social security benefits, retirement planning and financial risk assessment |
| Goods and Services | Business consultation services in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning using securities based insurance; business consultation services in the field of social security benefit analysis and strategy; business consultation services in the field of financial strategy; business consultation services in the field of retirement planning; business consultation services in the field of insurance, namely, medicare; on-line retail store services featuring pre-recorded CDs, DVDs, books, workbooks and publications, namely, pamphlets, brochures, newsletters, journals and magazines, all in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning; tax planning services |
| NOT AVAILABLE | "RETIREMENT SCORECARD" |
| Goods and Services | Providing online, non-downloadable videos in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; providing online, non-downloadable audio files in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning |
| 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 | Wednesday, October 27, 2021 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | 6 - Active |
| Class Status Date | Wednesday, October 27, 2021 |
| Primary Code | 016 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 27, 2021 |
| Primary Code | 035 |
| 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 | Wednesday, October 27, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 27, 2021 |
| Primary Code | 041 |
| 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 | Wednesday, October 27, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Infinity Publishing, L.L.C. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lehi, UT 84043 |
| Party Name | Infinity Publishing, L.L.C. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lehi, UT 84043 |
| Event Date | Event Description |
| Friday, October 1, 2021 | NEW APPLICATION ENTERED |
| Wednesday, October 27, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 28, 2022 | ASSIGNED TO EXAMINER |
| Friday, July 8, 2022 | NON-FINAL ACTION WRITTEN |
| Friday, July 8, 2022 | NON-FINAL ACTION E-MAILED |
| Friday, July 8, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 8, 2022 | NON-FINAL ACTION WRITTEN |
| Friday, July 8, 2022 | NON-FINAL ACTION E-MAILED |
| Friday, July 8, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, December 20, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, December 20, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, December 21, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, January 25, 2023 | FINAL REFUSAL WRITTEN |
| Wednesday, January 25, 2023 | FINAL REFUSAL E-MAILED |
| Wednesday, January 25, 2023 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, April 21, 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Friday, April 21, 2023 | EXPARTE APPEAL RECEIVED AT TTAB |
| Friday, April 21, 2023 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Friday, April 21, 2023 | EX PARTE APPEAL-INSTITUTED |
| Wednesday, September 6, 2023 | ASSIGNED TO LIE |
| Wednesday, September 6, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 6, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, November 9, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, November 9, 2023 | EXPARTE APPEAL TERMINATED |
| Tuesday, December 12, 2023 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, November 21, 2023 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Tuesday, March 19, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 19, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, December 19, 2023 | NON-FINAL ACTION WRITTEN |
| Tuesday, December 19, 2023 | NON-FINAL ACTION E-MAILED |
| Tuesday, December 19, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 19, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, April 16, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 28, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, May 21, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 21, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, May 1, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 16, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, January 16, 2025 | SOU EXTENSION 1 FILED |
| Friday, January 17, 2025 | SOU EXTENSION 1 GRANTED |
| Monday, March 3, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, January 16, 2025 | SOU TEAS EXTENSION RECEIVED |