| Serial Number | 85466003 |
| Word Mark | TURN TO THE RETIREMENT EXPERTS |
| Filing Date | Monday, November 7, 2011 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Tuesday, August 16, 2022 |
| Registration Number | 4289952 |
| Registration Date | Tuesday, February 12, 2013 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 17, 2012 |
| Goods and Services | Banking services; personal and consumer banking services; business and commercial banking services; retail banking services; savings account services; money market account services; health savings account services; financial advisory services; financial administration of retirement plans; financial analysis services; financial asset management services; financial consultancy and consultation services; financial evaluation for insurance purposes; financial information services; financial investment brokerage services; financial investment analysis and stock research; financial management services; financial planning services; financial planning for retirement; personalized financial planning services; strategic financial advisory services; financial portfolio analysis services; financial portfolio management services; management of securities portfolios; financial account analysis services; financial research services; financial restructuring services; financial risk management services; providing financial information; providing information in the field of personal finance; estate planning services; individual retirement account services; employee retirement account services; investment advisory services; investment account services; investment consultancy and consultation services; investment management services; investment of funds for others; mutual fund investment services; fund investment consultation; funds investment services; financial services, namely, wealth management services; financial services, namely, investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial advisory, consultancy and planning services, namely, the creation of personalized strategies to achieve financial independence; financial advisory, consultancy and planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial consulting services in the field of planned giving for non-profit and charitable organizations; investment services, namely, consultation and management services; information, advisory, consultancy and research services relating to finance and investments; establishing mutual fund portfolios and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information and advice in the fields of finance, financial investments and financial aspects of retirement; developing financial and investment plans for others; developing financial and investment portfolios for others; analysis of investment and retirement goals through financial and investment portfolio evaluation, cash flow analysis, income tax assessment and estate plan review; strategic financial planning services, namely, providing retirement income and capital needs analysis, income tax and capital gains tax analysis and strategies, investment analysis and strategies, estate planning and estate tax minimization and charitable giving strategies; investment advisory services, namely, assessment of investment objectives, time horizons, and risk tolerance and risk temperament; administration of individual retirement accounts; management of individual retirement accounts; financial administration of retirement plans; trust services, namely, investment and trust company services; corporate trust services, namely, administration services, management services and financial planning services; employee benefits trust services, namely, administration services, management services and financial planning services; financial trust services, namely, administration services, management services and financial planning services; individual and personal trust services, namely, administration services, management services and financial planning services; administration and management of employee pension plans and employee profit sharing plans; providing information in the field of employee financial benefit plans; providing on-line information to participants, employers and plan sponsors regarding employee benefit plans, employee pension plans and employee profit sharing plans; and providing trust and retirement account information, trust and retirement account balances, and trust and retirement account portfolio information, all via an on-line global computer or communication network |
| 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, November 10, 2011 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 12, 2011 |
| First Use In Commerce Date | Wednesday, January 12, 2011 |
| Party Name | The Stephenson National Bank & Trust |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Marinette, WI 54143 |
| Party Name | The Stephenson National Bank & Trust |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Marinette, WI 54143 |
| Party Name | The Stephenson National Bank & Trust |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Marinette, WI 54143 |
| Event Date | Event Description |
| Tuesday, August 16, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Tuesday, August 16, 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Tuesday, August 16, 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Tuesday, August 16, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, February 25, 2022 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, February 12, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Thursday, September 19, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, April 10, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Tuesday, April 10, 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Tuesday, April 10, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, April 5, 2018 | TEAS SECTION 8 RECEIVED |
| Thursday, April 5, 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, February 12, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 12, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 8, 2013 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Saturday, January 5, 2013 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Wednesday, January 2, 2013 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, December 26, 2012 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, November 19, 2012 | USE AMENDMENT FILED |
| Friday, November 23, 2012 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, November 19, 2012 | TEAS STATEMENT OF USE RECEIVED |
| Monday, November 19, 2012 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, June 12, 2012 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 17, 2012 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 17, 2012 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 28, 2012 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, March 10, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, March 10, 2012 | ASSIGNED TO LIE |
| Thursday, February 23, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, February 23, 2012 | ASSIGNED TO EXAMINER |
| Thursday, November 10, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, November 10, 2011 | NEW APPLICATION ENTERED IN TRAM |