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SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 05 Dec 2023

Last Applicant/ Owned by

321 N. Clark Street

Chicago

IL

60654

Serial Number

87028105 filed on 06th May 2016

Registration Number

5244033 registered on 18th Jul 2017

in the Principal Register

Correspondent Address

Anna L. King

BANNER & WITCOFF, LTD.

71 South Wacker Drive, 36th Floor

CHICAGO,IL 60606

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

Logo Mark Trademark Information

Color is not claimed as a feature of the mark. 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, fiduciarRead More

Classification Information


Class [041]
Education and Entertainment Services


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


First Use Date in General

01st Jan 2011

First Use Date in Commerce

01st Jan 2011

Class [036]
Insurance & Financial Services


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 employee 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


First Use Date in General

31st Jul 2005

First Use Date in Commerce

31st Jul 2005

Mark Details


Serial Number

No 87028105

Mark Type

No Service Mark

Attorney Docket Number

No 008526.00003

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

24.15.25 -

Other arrows

25.03.05 -

Backgrounds covered with dots (not mere stippling)

26.01.21 -

Circles that are totally or partially shaded

26.01.31 -

Five or more circles

26.09.01 -

Squares as carriers or squares as single or multiple line borders

Description of Design Search

The mark consists of sixteen dots in a square formation with eight of the dots forming an arrow.

Legal History


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Status DateAction Taken
05th Dec 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05th Dec 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05th Dec 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07th Jun 2023TEAS SECTION 8 & 15 RECEIVED
18th Jul 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01st Nov 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
18th Jul 2017REGISTERED-PRINCIPAL REGISTER
02th May 2017PUBLISHED FOR OPPOSITION
02th May 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12th Apr 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED