REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
02/28/2026
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Official data from USPTO
RCH MANAGED PORTABILITY
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
RCH MANAGED PORTABILITY
ST13
US500000087093028Class
36
Filing
87093028
Registration
5150357
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
25
Latest update
03/01/2026
Trademark type
Word
Nice classes
36
Filing date
07/05/2016
Registration date
02/28/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/19/2022
Last transaction
03/01/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
12/16/2014
First use in commerce
12/16/2014
Drawing code
4
Owner type
16
Owner location
Charlotte, NC, US
Examiner
REEVES, APRIL ELIZABETH
Law office
N60
Current location
TMO LAW OFFICE 124
Holders and representatives
Holders
RETIREMENT CLEARINGHOUSE, 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 locating and verifying the address of plan participantsproviding 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.
25 publications found
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
09/19/2022
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
09/19/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/19/2022
E815
TEAS SECTION 8 & 15 RECEIVED
03/23/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02/28/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
02/28/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/13/2016
PUBO
PUBLISHED FOR OPPOSITION
12/13/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/23/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
11/05/2016
ALIE
ASSIGNED TO LIE
11/05/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/20/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
10/20/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
10/20/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
10/20/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/20/2016
DOCK
ASSIGNED TO EXAMINER
10/13/2016
MPMK
NOTICE OF PSEUDO MARK E-MAILED
07/09/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/08/2016
NWAP
NEW APPLICATION ENTERED
07/08/2016
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