UNIFIED INCOMEPLAN Trademark

Trademark Overview

On Friday, December 3, 2010, a trademark application was filed for UNIFIED INCOMEPLAN with the United States Patent and Trademark Office. The USPTO has given the UNIFIED INCOMEPLAN trademark a serial number of 85189909. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, March 31, 2021. This trademark is owned by Unified Trust Company, N.A.. The UNIFIED INCOMEPLAN trademark is filed in the Insurance & Financial Services category with the following description:

Investment consultation; fund investment consultation; capital investment consultation; funds investment; mutual fund investment; investment of funds for others; retirement fund investment services; investment management; management of private equity funds; financial asset management; wealth management services; financial planning; financial analysis; providing financial information by electronic means; providing personalized financial investment information; providing financial investment information in the field of retirement planning; providing financial information relating to the transition from work to retirement; financial investment account management by means of wireless communication devices and by means of the Internet; research in the field of financial investments and finance; financial information services, namely, providing retirement plan sponsors with financial information, information about retirement planning, investment account information, and information about mut...
unified incomeplan

General Information

Serial Number85189909
Word MarkUNIFIED INCOMEPLAN
Filing DateFriday, December 3, 2010
Status800 - REGISTERED AND RENEWED
Status DateWednesday, March 31, 2021
Registration Number4071817
Registration DateTuesday, December 13, 2011
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 10, 2011

Trademark Statements

Pseudo MarkUNIFIED INCOME PLAN
Goods and ServicesInvestment consultation; fund investment consultation; capital investment consultation; funds investment; mutual fund investment; investment of funds for others; retirement fund investment services; investment management; management of private equity funds; financial asset management; wealth management services; financial planning; financial analysis; providing financial information by electronic means; providing personalized financial investment information; providing financial investment information in the field of retirement planning; providing financial information relating to the transition from work to retirement; financial investment account management by means of wireless communication devices and by means of the Internet; research in the field of financial investments and finance; financial information services, namely, providing retirement plan sponsors with financial information, information about retirement planning, investment account information, and information about mutual fund performance; donor advised investment of funds for charitable purposes; providing financial information about employee stock option plans to participants and potential participants in such plans; financial administration of employee benefit plans, defined benefit plans, defined contribution plans and employee pension plans; financial consultation services rendered to employers with respect to the design and administration of employee benefit plans; financial and actuarial consulting services; providing personalized financial investment information by electronic mail; providing online information about financial securities; providing an online database featuring financial information of general interest to investors
NOT AVAILABLE"INCOME PLAN"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 7, 2010
Primary Code036
First Use Anywhere DateWednesday, September 1, 2010
First Use In Commerce DateFriday, October 1, 2010

Trademark Owner History

Party NameMID ATLANTIC CAPITAL GROUP, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressPITTSBURGH, PA 15222
Party NameUNIFIED TRUST COMPANY, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNASHVILLE, TN 372192490
Party NameUnified Trust Company, N.A.
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressLexington, KY 40504
Party NameUnified Trust Company, N.A.
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressLexington, KY 40504
Party NameUnified Trust Company, N.A.
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressLexington, KY 40504

Trademark Events

Event DateEvent Description
Thursday, March 10, 2011ASSIGNED TO EXAMINER
Tuesday, December 7, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, December 8, 2010NOTICE OF PSEUDO MARK MAILED
Monday, March 14, 2011NON-FINAL ACTION WRITTEN
Monday, March 14, 2011NON-FINAL ACTION E-MAILED
Monday, March 14, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 17, 2011EXAMINER'S AMENDMENT ENTERED
Wednesday, March 16, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, March 16, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 16, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, March 17, 2011EXAMINERS AMENDMENT -WRITTEN
Thursday, March 17, 2011EXAMINERS AMENDMENT E-MAILED
Thursday, March 17, 2011NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, November 3, 2011STATEMENT OF USE PROCESSING COMPLETE
Thursday, March 17, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, April 2, 2011ASSIGNED TO LIE
Saturday, April 2, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, May 10, 2011PUBLISHED FOR OPPOSITION
Tuesday, May 10, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 5, 2011NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, November 1, 2011TEAS STATEMENT OF USE RECEIVED
Tuesday, November 1, 2011USE AMENDMENT FILED
Thursday, November 3, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, March 15, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, March 15, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, December 13, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, December 13, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, November 4, 2011ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, November 4, 2011LAW OFFICE REGISTRATION REVIEW COMPLETED
Saturday, November 5, 2011NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 13, 2011REGISTERED-PRINCIPAL REGISTER
Monday, April 8, 2013TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, April 15, 2013REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
Wednesday, January 11, 2017TEAS SECTION 8 & 15 RECEIVED
Wednesday, March 15, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, March 29, 2018TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, November 11, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, January 27, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, February 1, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, February 1, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, April 30, 2018REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
Wednesday, December 2, 2020ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sunday, December 13, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, December 16, 2020TEAS SECTION 8 & 9 RECEIVED
Monday, February 1, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, March 31, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, February 1, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, February 1, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, March 31, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, March 31, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, March 31, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, December 18, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

incomeplan unified investment financial information providing retirement management planning means consultation funds