| Serial Number | 87156330 |
| Word Mark | TRANSAMERICA PERSONALIZED PORTFOLIOS |
| Filing Date | Wednesday, August 31, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, June 13, 2023 |
| Registration Number | 5341976 |
| Registration Date | Tuesday, November 21, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 31, 2017 |
| Pseudo Mark | TRANS AMERICA PERSONALIZED PORTFOLIOS |
| Goods and Services | Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; investment advisory services; investment advice; investment management services; fund investment services; providing financial information in the fields of financial retirement planning, financial retirement goals, retirement savings, and retirement investing; providing others, including retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation; providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, social media, telephone, in person, digitally, automated, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations |
| Disclaimer with Predetermined Text | "PERSONALIZED PORTFOLIOS" |
| 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 | Tuesday, September 6, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, May 15, 2017 |
| First Use In Commerce Date | Wednesday, May 24, 2017 |
| Party Name | Transamerica Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | CEDAR RAPIDS, IA 52499 |
| Party Name | Transamerica Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Cedar Rapids, IA 52499 |
| Party Name | Transamerica Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Cedar Rapids, IA 52499 |
| Event Date | Event Description |
| Tuesday, June 13, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, June 13, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, June 13, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, December 12, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, November 21, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, March 5, 2020 | REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED |
| Tuesday, February 25, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, February 25, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 25, 2020 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, February 25, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 25, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 25, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, November 21, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 17, 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, October 16, 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, October 10, 2017 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, October 3, 2017 | USE AMENDMENT FILED |
| Sunday, October 8, 2017 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, October 3, 2017 | TEAS STATEMENT OF USE RECEIVED |
| Friday, September 29, 2017 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, September 27, 2017 | SOU EXTENSION 1 GRANTED |
| Wednesday, September 27, 2017 | SOU EXTENSION 1 FILED |
| Wednesday, September 27, 2017 | TEAS EXTENSION RECEIVED |
| Tuesday, March 28, 2017 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, January 31, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 31, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 11, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 20, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, December 15, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, December 14, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, December 14, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, October 3, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, October 3, 2016 | NON-FINAL ACTION E-MAILED |
| Monday, October 3, 2016 | NON-FINAL ACTION WRITTEN |
| Thursday, September 29, 2016 | ASSIGNED TO EXAMINER |
| Wednesday, September 7, 2016 | NOTICE OF PSEUDO MARK E-MAILED |
| Tuesday, September 6, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, September 3, 2016 | NEW APPLICATION ENTERED |