on 03 Oct 2023
Last Applicant/ Owned by
1000 Chesterbrook Boulevard, Suite 135
Berwyn
PA
19312
Serial Number
90341037 filed on 24th Nov 2020
Registration Number
7183401 registered on 03rd Oct 2023
Correspondent Address
Christopher D. Olszyk, Jr.
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Software as a service (SAAS) services featuring software for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans; Platform as a service (PAAS) featuring computer software platforms for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans Fiduciary compliRead More
Fiduciary compliance consulting, namely, consulting in the field of federal regulations governing investment advisory activities
28th Feb 2021
28th Feb 2021
Software as a service (SAAS) services featuring software for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans; Platform as a service (PAAS) featuring computer software platforms for use in the outsourcing of fiduciary, recordkeeping and plan administration services for 401K retirement and investment plans
28th Feb 2021
28th Feb 2021
Fiduciary services, namely, fiduciary representative services; outsource service provider of financial administration of retirement plan services for 401K retirement and investment plans; consulting services in the field of retirement plan investment; financial planning for retirement; financial services, namely, financial administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash and other types of financial investments in retirement plans; outsource service provider in the field of financial administration of retirement plans
28th Feb 2021
28th Feb 2021
No 90341037
No Service Mark
No 194435.00015
No
No
No
No
No
No
No
No
26.01.01 -
Circles as carriers or as single line borders
26.01.03 -
Incomplete circles (more than semi-circles)
26.01.04 -
Circles with two breaks or divided in the middle
26.17.01 -
Straight line(s), band(s) or bar(s)
26.17.05 -
Horizontal line(s), band(s) or bar(s)
The mark consists of a stylized letter S placed within a circle design having an opening on each side and a solid line extending through the middle of the circle.
| Status Date | Action Taken |
|---|---|
| 03rd Oct 2023 | REGISTERED-PRINCIPAL REGISTER |
| 03rd Oct 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 29th Aug 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 28th Aug 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 23rd Aug 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 23rd Aug 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| 15th Aug 2023 | TEAS STATEMENT OF USE RECEIVED |
| 15th Aug 2023 | USE AMENDMENT FILED |
| 15th Feb 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 13th Feb 2023 | SOU TEAS EXTENSION RECEIVED |
