on 12 Jul 2022
Last Applicant/ Owned by
1350 Treat Boulevard
Walnut Creek
CA
94597
Serial Number
90833053 filed on 16th Jul 2021
Registration Number
6789120 registered on 12th Jul 2022
Correspondent Address
Jennifer L. Dean
Filing Basis
1. use application currently
Disclaimer
"RETIREMENT SERVICES"
Providing online, non-downloadable videos in the fields of retirement planning, retirement plans, retirement contributions, requirement minimum distributions, compensation, and health plans; Education services, namely, providing non-downloadable webinars in the fields of retirement planning, retirement plans, retirement contributions, requirement minimum distributions, compensation, and health plaRead More
Downloadable computer software, namely, for accessing and managing customized databases of information in the fields of retirement, retirement planning, retirements plans, retirement contributions and required minimum distributions
31st Jan 2020
31st Jan 2020
Business consulting and administration services for others on employee benefits concerning fiduciary obligations, flex accounts and health benefits, not involving insurance and finance
31st Jan 2021
31st Jan 2021
Consulting and brokerage services for others in the fields of employee benefits concerning insurance and finance, estate planning, insurance and annuities investment; brokerage services for mutual funds, life insurance, and annuities; financial management services in the nature of the management of employee and executive benefit retirement plans for others; investment advisory services; financial planning and financial management services for others; consultation in the administration of financial compensation and financial and insurance benefit plans, health care and welfare plans covering insurance and finance, and qualified and non-qualified financial retirement plans; Financial consulting and administration for others of retirement plans, insurance flex accounts, compensation and health plans; retirement plan trustee services; retirement plan financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes
31st Jan 2020
31st Jan 2020
Providing online, non-downloadable videos in the fields of retirement planning, retirement plans, retirement contributions, requirement minimum distributions, compensation, and health plans; Education services, namely, providing non-downloadable webinars in the fields of retirement planning, retirement plans, retirement contributions, requirement minimum distributions, compensation, and health plans; Providing online, non-downloadable electronic publications in the nature of articles in the fields of retirement planning, retirement plans, retirement contributions, requirement minimum distributions, compensation, and health plans
31st Jan 2020
31st Jan 2020
Software as a service (SAAS) services featuring software for customized database management of information on retirement, retirement planning, retirement plans, retirement contributions, other retirement income; Providing online, non-downloadable software for customized database management of information on retirement, retirement planning, retirement plans, retirement contributions, other retirement income
31st Jan 2020
31st Jan 2020
No 90833053
No Service Mark
No 208560000021
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 25th Nov 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 12th Jul 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 12th Jul 2022 | REGISTERED-PRINCIPAL REGISTER |
| 19th May 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 19th May 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 19th May 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 19th May 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 19th May 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 26th Apr 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 26th Apr 2022 | PUBLISHED FOR OPPOSITION |
