final action
on 11 Jan 2024
Last Applicant/ Owned by
1916 Ayrsley Town Boulevard, Suite 200
Charlotte
NC
28273
Serial Number
97882543 filed on 11th Apr 2023
Registration Number
N/A
Correspondent Address
Andrew J. Hollander
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Providing financial services in the nature of transferring, rolling over or otherwise moving retirement savings and balances to new employer plan; providing financial services in the nature of transferring, rolling over or otherwise moving retirement savings and balances from one IRA, 401(k), 403(b) or 457(b) plan to another; providing financial services in the nature of promoting the automatic poRead More
Providing a website featuring non-downloadable publications in the field of automatic portability; providing online non-downloadable videos in the field of automatic portability
10th Jan 2023
10th Jan 2023
Providing financial services in the nature of transferring, rolling over or otherwise moving retirement savings and balances to new employer plan; providing financial services in the nature of transferring, rolling over or otherwise moving retirement savings and balances from one IRA, 401(k), 403(b) or 457(b) plan to another; providing financial services in the nature of promoting the automatic portability of holdings and balances for retirement or other tax-deferred plans to a new employer plan; providing a website featuring information about legislative actions related to retirement plan sponsors and providers of auto portability
10th Jan 2023
10th Jan 2023
No 97882543
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 10th Apr 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| 10th Apr 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| 11th Jan 2024 | NON-FINAL ACTION WRITTEN |
| 11th Jan 2024 | NON-FINAL ACTION E-MAILED |
| 11th Jan 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 08th Jan 2024 | ASSIGNED TO EXAMINER |
| 05th May 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 14th Apr 2023 | NEW APPLICATION ENTERED |
