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Trademark

INSPIRING CONFIDENCE IN YOUR RETIREMENT

LIVE

Updated: 03 Jan 2023

Serial Number

86817926

Filed: 12 Nov 2015

Registration Number

4993012

Registered: 05 Jul 2016

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Attorney

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Class 036

Financial, monetary, and insurance services

Stylized Words/Letters

Covers exact words in any format

Description

Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities

Trademark Coverage Details

Stylized Words/Letters

Words or letters with a specific styling, font, or arrangement.

Mark Literal Elements: INSPIRING CONFIDENCE IN YOUR RETIREMENT

Standard Character Claim: Yes. The mark consists of standard characters without claim to any particular font style, size, or color.

Mark Drawing Type: 4000 - Stylized Words/Letters

For E-commerce Sellers:

This trademark protects the word(s) in ANY font, style, size, or color. Using these exact words for similar products/services may infringe on this trademark regardless of how you display them.

Classification Information

036

Service Class

Financial, monetary, and insurance services

What this class covers:

This class includes banking, investment, real estate, and insurance services. It covers everything from loans and credit cards to property management and fundraising. If money or financial security is involved, it falls under this category. However, business management services belong in Class 35.

In simple terms: Financial services, including banking, insurance, and investments

First Use in Commerce

27 Apr 2011

First Use Anywhere

27 Apr 2011

Legal History

Status DateAction Taken
03 Jan 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
03 Jan 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
03 Jan 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
17 Jun 2022TEAS SECTION 8 & 15 RECEIVED
05 Jul 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

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