accepted and acknowledged
on 11 Jan 2023
Last Applicant/ Owned by
230 Park Avenue, 3rd Floor West
New York
NY
10169
Serial Number
86478452 filed on 11th Dec 2014
Registration Number
4986291 registered on 28th Jun 2016
Correspondent Address
Jill K. Tomlinson
KILPATRICK TOWNSEND & STOCKTON LLP
THE GRACE BUILDING
1114 AVENUE OF THE AMERICAS
NEW YORK NY 10036-7703
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
"SOCIAL SECURITY PLANNING"
Providing on-line non-downloadable software for calculating and analyzing social security benefits; providing temporary use of a web-based software application for providing customizable reports in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of financial planning; providing non-downloadable educational software feRead More
Providing on-line non-downloadable software for calculating and analyzing social security benefits; providing temporary use of a web-based software application for providing customizable reports in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of social security income and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing social security claiming strategies
17th Sep 2014
17th Sep 2014
Education services, namely, providing training and education to investment advisors and agents in the form of workshops, coaching, presentations, seminars and lectures in the fields of wealth management and retirement planning; education services, namely, providing non-downloadable webinars in the field of financial planning; educational services, namely, providing continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of social security income and retirement benefits
30th Nov 2008
30th Nov 2008
Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy services, namely, counseling regarding social security elections; financial consultation in the field of social security elections; providing information regarding social security retirement income benefits to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding social security retirement income benefits
30th Nov 2008
30th Nov 2008
No 86478452
No Service Mark
No 62185-927111
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 11th Jan 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 11th Jan 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 11th Jan 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 27th Jun 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 28th Jun 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 28th Jun 2016 | REGISTERED-PRINCIPAL REGISTER |
| 12th Apr 2016 | PUBLISHED FOR OPPOSITION |
| 12th Apr 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 23rd Mar 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 04th Mar 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
