| Serial Number | 87650487 |
| Word Mark | UNITED RETIREMENT SPECIALISTS A PASSION FOR PLANNING |
| Filing Date | Wednesday, October 18, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 27, 2019 |
| Registration Number | 5846128 |
| Registration Date | Tuesday, August 27, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 20, 2018 |
| Description of Mark | The mark consists of a gold half sun burst followed by "UNITED RETIREMENT SPECIALISTS" written in teal lettering with "A PASSION FOR PLANNING" written below in teal lettering. |
| Goods and Services | Insurance administration; Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Investment advice; Investment advisory services; Investment brokerage; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment of funds; Advice on finance during retirement; Advice relating to investments; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Commodity investment advice; Financial investment analysis and stock research; Financial investment brokerage; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Funds investment; Hedge fund investment services; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice in the fields of retirement planning; Investment consultation in the fields of retirement planning; Investment management in the fields of retirement planning; Life insurance underwriting; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management |
| Indication of Colors claimed | The color(s) gold and teal is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "RETIREMENT SPECIALISTS" |
| 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 | Friday, October 27, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 25, 2019 |
| First Use In Commerce Date | Tuesday, June 25, 2019 |
| Party Name | JEL Enterprises Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | West Palm Beach, FL 33409 |
| Party Name | JEL Enterprises Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | West Palm Beach, FL 33409 |
| Party Name | JEL Enterprises Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | West Palm Beach, FL 33409 |
| Event Date | Event Description |
| Monday, November 13, 2017 | NON-FINAL ACTION E-MAILED |
| Saturday, October 21, 2017 | NEW APPLICATION ENTERED |
| Friday, October 27, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, October 28, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, November 9, 2017 | ASSIGNED TO EXAMINER |
| Monday, November 13, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 20, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, November 13, 2017 | NON-FINAL ACTION WRITTEN |
| Wednesday, December 20, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, January 5, 2018 | ASSIGNED TO LIE |
| Wednesday, January 17, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 17, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 6, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 28, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 20, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 15, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, November 7, 2018 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, November 7, 2018 | SOU EXTENSION 1 FILED |
| Wednesday, November 7, 2018 | SOU EXTENSION 1 GRANTED |
| Friday, November 9, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, May 15, 2019 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, May 15, 2019 | SOU EXTENSION 2 FILED |
| Wednesday, May 15, 2019 | SOU EXTENSION 2 GRANTED |
| Wednesday, June 26, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Friday, May 17, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, June 26, 2019 | USE AMENDMENT FILED |
| Wednesday, July 17, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, July 17, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, July 22, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, July 23, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, August 27, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, October 16, 2024 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, August 27, 2019 | REGISTERED-PRINCIPAL REGISTER |