granted
on 14 Feb 2024
Last Applicant/ Owned by
730 Third Avenue, 7th Floor
New York
NY
10017
Serial Number
97253462 filed on 04th Feb 2022
Registration Number
N/A
Correspondent Address
Tamar Niv Bessinger
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Retirement plan recordkeeping 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, nameRead More
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
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; banking services and trust services, namely, fiduciary representative and investment management services
Retirement plan recordkeeping services
No 97253462
No Service Mark
No TIAA 2202866
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 14th Feb 2024 | SOU TEAS EXTENSION RECEIVED |
| 14th Feb 2024 | SOU EXTENSION 2 FILED |
| 14th Feb 2024 | SOU EXTENSION 2 GRANTED |
| 12th May 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 10th May 2023 | SOU TEAS EXTENSION RECEIVED |
| 10th May 2023 | SOU EXTENSION 1 FILED |
| 10th May 2023 | SOU EXTENSION 1 GRANTED |
| 14th Feb 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 20th Dec 2022 | PUBLISHED FOR OPPOSITION |
| 20th Dec 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
