REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
10/18/2025
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Official data from USPTO
DAILY PLATFORM
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
DAILY PLATFORM
ST13
US500000087021818Class
36, 42
Filing
87021818
Registration
5066258
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
19
Latest update
10/19/2025
Trademark type
Word
Nice classes
36, 42
Filing date
05/02/2016
Registration date
10/18/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/03/2023
Last transaction
10/19/2025
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Supplemental Register
First use anywhere
05/02/2016
First use in commerce
05/02/2016
Drawing code
4
Owner type
16
Owner location
Chicago, IL
Examiner
CALLAGHAN,BRIAN P
Law office
L80
Current location
TMEG LAW OFFICE 108
Holders and representatives
Holders
October Three LLC
Representatives
Mark D. Swanson PAULEY ERICKSON & Swanson
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Actuarial services; Financial administration of retirement plans; Providing web-based administration for the management of retirement accounts; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Financial planning for retirement; Financial servicesproviding online stored value accounts in an electronic environment; Automated and online daily financial administration of retirement plans and retirement funds; Processingadministering and managing employee benefit plans concerning insurance and finance; Account and investment administration of retirement funds; Providing a web-based portal for providing daily valuation of participant retirement accounts and real-time status information of plan value; Providing a web-based online access portal for both retirement plan participants and sponsors in the form of single sign on to view both defined benefit financial retirement plans and defined contribution financial retirement plans in one place
Class 42
Providing a web site featuring non-downloadable computer software for use in assisting financial professionals and plan sponsors in the management of retirement accounts; Developing applicationssoftwarewebsitesfor financial companies in the field of retirement plans and retirement benefits programs; Application service providermanaging applicationssoftwarewebsites of others in the fields of retirement planning and retirement benefits program management and administration; Providing temporary use of onlinenondownloadable software and applications for use as a calculation engine that links with custodians tying direct account assets to interest credits in the fields of retirement planning and retirement benefits program management and administration
Publications
History of USPTO decisions and trademark events.
19 publications found
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
05/03/2023
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
05/03/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/03/2023
ES8R
TEAS SECTION 8 RECEIVED
10/04/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/18/2021
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
10/18/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
09/12/2016
ALIE
ASSIGNED TO LIE
09/12/2016
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
08/23/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/23/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/23/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/23/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/21/2016
GNRT
NON-FINAL ACTION E-MAILED
06/21/2016
CNRT
NON-FINAL ACTION WRITTEN
06/21/2016
DOCK
ASSIGNED TO EXAMINER
06/14/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/05/2016
NWAP
NEW APPLICATION ENTERED
05/05/2016
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