on 20 Dec 2022
Last Applicant/ Owned by
6187 Carpinteria Avenue
Carpinteria
CA
93013
Serial Number
97021899 filed on 10th Sep 2021
Registration Number
6928001 registered on 20th Dec 2022
Correspondent Address
Kristin B. Kosinski, Esq.
Filing Basis
1. use application currently
Disclaimer
"POOLED EMPLOYER PLAN"
PLAN MEMBER POOLED EMPLOYER PLAN Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers Read More
Financial record keeping services for retirement plans for regulatory compliance purposes and to support employers
30th Mar 2021
30th Mar 2021
Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers involving a pooled retirement plan of multiple employers; Financial administration of retirement plans that allow employers to pool assets with other employers to efficiently offer plans, including 401K plans, to their employees and limit employer's liability and cost
30th Mar 2021
30th Mar 2021
No 97021899
No Service Mark
No 21-44362
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
20th Dec 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
20th Dec 2022 | REGISTERED-PRINCIPAL REGISTER |
04th Oct 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
04th Oct 2022 | PUBLISHED FOR OPPOSITION |
14th Sep 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
29th Aug 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
29th Aug 2022 | EXAMINER'S AMENDMENT ENTERED |
29th Aug 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
29th Aug 2022 | EXAMINERS AMENDMENT E-MAILED |
29th Aug 2022 | EXAMINERS AMENDMENT -WRITTEN |