YOUR RETIREMENT COMPASS Trademark

Trademark Overview


On Thursday, April 18, 2019, a trademark application was filed for YOUR RETIREMENT COMPASS with the United States Patent and Trademark Office. The USPTO has given the YOUR RETIREMENT COMPASS trademark a serial number of 88392446. The federal status of this trademark filing is CANCELLED - SECTION 18 as of Friday, November 24, 2023. This trademark is owned by HERITAGE FIRST, INC.. The YOUR RETIREMENT COMPASS trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, guiding a client to define their values, establish and periodically revisit and revise their goals, implement solutions, and monitor investment outcomes; Financial administration of retirement plans; Financial management in the field of retirement investments; Financial retirement plan consulting services; 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 involvin...
your retirement compass

General Information


Serial Number88392446
Word MarkYOUR RETIREMENT COMPASS
Filing DateThursday, April 18, 2019
Status713 - CANCELLED - SECTION 18
Status DateFriday, November 24, 2023
Registration Number5986245
Registration DateTuesday, February 11, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 20, 2019

Trademark Statements


Goods and ServicesFinancial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, guiding a client to define their values, establish and periodically revisit and revise their goals, implement solutions, and monitor investment outcomes; Financial administration of retirement plans; Financial management in the field of retirement investments; Financial retirement plan consulting services; 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; On-line financial planning services
Disclaimer with Predetermined Text"RETIREMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code3 - Sec. 18 - Entire Registration
Class Status DateFriday, November 24, 2023
Primary Code036
First Use Anywhere DateFriday, March 1, 2019
First Use In Commerce DateFriday, March 1, 2019

Trademark Owner History


Party NameHERITAGE FIRST, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressKansas City, MO 64112

Party NameHERITAGE FIRST, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressKansas City, MO 64112

Party NameHERITAGE FIRST, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressKansas City, MO 64112

Trademark Events


Event DateEvent Description
Friday, November 24, 2023CANCELLATION TERMINATED NO. 999999
Friday, November 24, 2023CANCELLED SECTION 18-TOTAL
Thursday, November 16, 2023CANCELLATION GRANTED NO. 999999
Tuesday, January 10, 2023CANCELLATION INSTITUTED NO. 999999
Tuesday, February 11, 2020REGISTERED-PRINCIPAL REGISTER
Tuesday, January 7, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, January 6, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sunday, December 1, 2019STATEMENT OF USE PROCESSING COMPLETE
Thursday, November 21, 2019USE AMENDMENT FILED
Sunday, December 1, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, November 21, 2019TEAS STATEMENT OF USE RECEIVED
Tuesday, October 15, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, August 20, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 20, 2019PUBLISHED FOR OPPOSITION
Wednesday, July 31, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, July 12, 2019ASSIGNED TO LIE
Tuesday, July 2, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, July 2, 2019EXAMINER'S AMENDMENT ENTERED
Tuesday, July 2, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, July 2, 2019EXAMINERS AMENDMENT E-MAILED
Tuesday, July 2, 2019EXAMINERS AMENDMENT -WRITTEN
Wednesday, June 26, 2019ASSIGNED TO EXAMINER
Sunday, May 5, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, April 22, 2019NEW APPLICATION ENTERED