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Official data from USPTO

MANAGED ADVICE

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

MANAGED ADVICE

ST13

US500000086343239

Class

36

Filing

86343239

Registration

4673299

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

35

Latest update

09/08/2024

Trademark type

Word

Nice classes

36

Filing date

07/21/2014

Registration date

01/13/2015

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

09/08/2024

Last transaction

09/08/2024

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Supplemental Register

First use anywhere

01/21/2014

First use in commerce

01/21/2014

Drawing code

4

Owner type

03

Owner location

CEDAR RAPIDS, IA

Examiner

MCMORROW, RONALD

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

T. C. (pessoa física)
TRANSAMERICA RETIREMENT SOLUTIONS, LLC
Transamerica Retirement Solutions Corporation

Representatives

Matthew Krigbaum Transamerica Corporation

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesfinancial retirement planningretirement planning servicesfinancial planning and counseling for retirementretirement consulting and advisory services; investment advisory services; investment advice; investment management services; administration of retirement and pension plansdefined contribution plansdefined benefit plansmoney purchase plansfund investment services; providing financial information in the fields of retirement benefitsfinancial retirement planningfinancial retirement goalsretirement savingsretirement investingretirement plans; providing othersincluding retirement plan advisors and consultantsplan sponsors and plan participantswith educational information and other information in the fields of financial planningfinancial retirement planningsaving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluationproviding financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation; providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via various meanswhich may include but are not limited tothe Internetglobal networkscloud computingsocial mediablogstelephonein persone-mail and facsimileto various organizationswhich may include but are not limited tocorporationsgovernmental organizationseducational institutionshospitalsfoundationsnot-for-profit organizationshealthcare organizations

Publications

History of USPTO decisions and trademark events.

35 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

09/08/2024

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

09/08/2024

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

09/08/2024

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

09/08/2024

E89R

TEAS SECTION 8 & 9 RECEIVED

06/25/2024

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

01/13/2024

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

12/09/2020

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

12/09/2020

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

12/09/2020

ES8R

TEAS SECTION 8 RECEIVED

10/23/2020

CORV

REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED

05/18/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/25/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/25/2020

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

02/25/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

02/25/2020

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

02/25/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

02/25/2020

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

01/13/2020

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

01/25/2017

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/17/2016

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

09/23/2015

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

01/13/2015

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

12/05/2014

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

12/03/2014

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

12/03/2014

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

12/03/2014

ALIE

ASSIGNED TO LIE

11/26/2014

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

11/24/2014

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

11/24/2014

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

11/08/2014

GNRT

NON-FINAL ACTION E-MAILED

11/08/2014

CNRT

NON-FINAL ACTION WRITTEN

11/08/2014

DOCK

ASSIGNED TO EXAMINER

11/02/2014

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

07/28/2014

NWAP

NEW APPLICATION ENTERED

07/24/2014

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