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NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 12 Dec 2023

Last Applicant/ Owned by

730 Third Avenue, 7th Floor

New York

NY

10017

Serial Number

98311032 filed on 12th Dec 2023

Registration Number

N/A

Correspondent Address

Tamar Niv Bessinger

Fross Zelnick Lehrman & Zissu, P.C.

151 West 42nd Street, 17th floor

New York,NY 10036

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

Logo Mark Trademark Information

Retirement plan recordkeeping services. The color(s) blue and green is/are claimed as a feature of the mark. Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensatRead More

Classification Information


Class [041]
Education and Entertainment Services


Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers.

Class [036]
Insurance & Financial Services


Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; trust services, namely, fiduciary representative and investment management services.

Class [035]
Advertising, Business & Retail Services


Retirement plan recordkeeping services.

Mark Details


Serial Number

No 98311032

Mark Type

No Service Mark

Attorney Docket Number

No TIAA 2312837

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)

26.11.21 -

Rectangles that are completely or partially shaded

26.19.04 -

Cubes

Description of Design Search

The mark consists of a stylized cube with the sides in shades of blue except for the right side which is green. An intersection occurs in the top right corner of the design creating a blue rectangle..

Legal History


Status DateAction Taken
26th Mar 2024NOTICE OF DESIGN SEARCH CODE E-MAILED
19th Mar 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12th Dec 2023NEW APPLICATION ENTERED