NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
07/22/2026
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Official data from USPTO
RCH
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
59
Latest update
08/11/2026
Trademark type
Word
Nice classes
36
Filing date
01/07/2013
Registration date
08/16/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/22/2026
Last transaction
08/11/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/30/2013
First use in commerce
09/30/2013
Drawing code
4
Owner type
16
Owner location
CHARLOTTE, NC, US
Examiner
BRADLEY, EVELYN
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
RETIREMENT CLEARINGHOUSE, LLC
RolloverSystems, LLC
Representatives
Andrew Hollander K&L Gates LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savingsassisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or existing IRA by providing counselingcompleting necessary forms and other required paperworkmanually or electronicallycontacting plan sponsors or plan providers and managing the transfer via telephonemail or the internet; financial servicesfinancial retirement plan consulting services and investment fund transfer and transaction services; financial administration of individual retirement accounts; financial retirement plan consulting servicesassisting employers and individuals with the movement or consolidation of their retirement accounts between one or more employer sponsored plans or one or more individual plan retirement accounts; financial administration of retirement plans
Publications
History of USPTO decisions and trademark events.
59 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
07/22/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
07/22/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/22/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
05/20/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
08/16/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/01/2023
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
05/01/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/01/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/01/2023
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
09/17/2022
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
09/17/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/17/2022
E815
TEAS SECTION 8 & 15 RECEIVED
03/23/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08/16/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
08/16/2016
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
07/12/2016
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
07/11/2016
SUPC
STATEMENT OF USE PROCESSING COMPLETE
07/04/2016
IUAF
USE AMENDMENT FILED
06/28/2016
EISU
TEAS STATEMENT OF USE RECEIVED
06/28/2016
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
01/15/2016
EX4G
SOU EXTENSION 4 GRANTED
01/14/2016
EXT4
SOU EXTENSION 4 FILED
12/30/2015
EEXT
SOU TEAS EXTENSION RECEIVED
12/30/2015
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
07/03/2015
EX3G
SOU EXTENSION 3 GRANTED
07/02/2015
EXT3
SOU EXTENSION 3 FILED
06/29/2015
EEXT
SOU TEAS EXTENSION RECEIVED
06/29/2015
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/19/2015
EX2G
SOU EXTENSION 2 GRANTED
02/18/2015
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
02/17/2015
EXT2
SOU EXTENSION 2 FILED
12/29/2014
EEXT
SOU TEAS EXTENSION RECEIVED
12/29/2014
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
07/02/2014
EX1G
SOU EXTENSION 1 GRANTED
06/30/2014
EXT1
SOU EXTENSION 1 FILED
06/30/2014
EEXT
SOU TEAS EXTENSION RECEIVED
06/30/2014
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
12/31/2013
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/05/2013
PUBO
PUBLISHED FOR OPPOSITION
11/05/2013
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/16/2013
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
09/29/2013
ALIE
ASSIGNED TO LIE
09/29/2013
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
09/25/2013
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/18/2013
XAEC
EXAMINER'S AMENDMENT ENTERED
09/18/2013
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/18/2013
GNEA
EXAMINERS AMENDMENT E-MAILED
09/18/2013
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/18/2013
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/12/2013
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/12/2013
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/12/2013
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/15/2013
GNRT
NON-FINAL ACTION E-MAILED
03/15/2013
CNRT
NON-FINAL ACTION WRITTEN
03/15/2013
DOCK
ASSIGNED TO EXAMINER
03/15/2013
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/15/2013
NWAP
NEW APPLICATION ENTERED
01/10/2013
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