on 22 Sep 2020
Last Applicant/ Owned by
321 N. Clark Street
Chicago
IL
60654
Serial Number
88575739 filed on 12th Aug 2019
Registration Number
6159710 registered on 22nd Sep 2020
Correspondent Address
Anna King
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
educational services, namely, providing non-downloadable webinars in the fields of financial planning, retirement planning, retirement plan fees, holistic financial wellness programs, namely, providing non-downloadable webinars featuring educational seminars and instruction for planning for financial distributions; investment education, namely, providing non-downloadable webinars featuring educatiRead More
financial services and products for fully-bundled retirement programs, namely, financial investment in the field of securities, financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment funds of others; fiduciary services, namely, fiduciary representative services; trustee services; self-directed brokerage services, namely, brokerage of shares and other securities; investment of funds; investment products and vehicles, namely, investment options for retirement plans, commingled funds investment, and mutual funds investment, investment services namely, asset acquisition, consultation, development and management services; investment advice, trust management accounts, investment management, investment consultation, and investment of funds for others; plan administration of and regulatory compliance consulting for defined contribution and defined benefit plans, distribution options, and holistic financial wellness programs, namely, processing, administering and managing benefit plans concerning insurance and finance; consultation in the field of retirement plans, namely, financial planning for retirement; retirement products and services, namely, providing information and advice in the field of finance, investment consultation, financial valuations, and financial planning aspects of retirement; financial planning for retirement; financial retirement plan consulting services; providing information and advice in the field of financial investments and the financial aspects of retirement; financial services, namely, providing retirement and pension plan administration in the field of retirement investment programs, 401(k) investment and administration, profit sharing and defined benefit plans; related financial planning services in the field of retirement; financial services, namely, providing retirement and pension plan administration in the field of retirement investment programs, 401(k) investment and administration, profit sharing, financial planning advice and information, holistic financial wellness advice and information, and defined benefit plans
30th Apr 2020
30th Apr 2020
educational services, namely, providing non-downloadable webinars in the fields of financial planning, retirement planning, retirement plan fees, holistic financial wellness programs, namely, providing non-downloadable webinars featuring educational seminars and instruction for planning for financial distributions; investment education, namely, providing non-downloadable webinars featuring educational seminars in the field of retirement planning, investment advice, trust management accounts, and financial and regulatory administration of retirement plans, and distribution of educational materials in connection therewith for all of the above
30th Apr 2020
30th Apr 2020
No 88575739
No Service Mark
No 008526.00005
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 22nd Sep 2020 | REGISTERED-PRINCIPAL REGISTER |
| 18th Aug 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 17th Aug 2020 | EXAMINER'S AMENDMENT ENTERED |
| 17th Aug 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 17th Aug 2020 | EXAMINERS AMENDMENT E-MAILED |
| 17th Aug 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 17th Aug 2020 | SU-EXAMINER'S AMENDMENT WRITTEN |
| 30th Jul 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 30th Jul 2020 | STATEMENT OF USE PROCESSING COMPLETE |
| 15th Jul 2020 | TEAS STATEMENT OF USE RECEIVED |
