MANAGED ADVICE

Serial Number 86343239
Registration 4673299
800

Registration Progress

Application Filed
Jul 21, 2014
Under Examination
Approved for Publication
Published for Opposition
Registered
Jan 13, 2015

Trademark Image

MANAGED ADVICE

Basic Information

Serial Number
86343239
Registration Number
4673299
Filing Date
July 21, 2014
Registration Date
January 13, 2015
Renewal Date
January 13, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
800
Status Date
Sep 8, 2024
Registration
Registered
Classes
036

Rights Holder

TRANSAMERICA CORPORATION

03
Address
6400 C Street SW
QUAD 2A
CEDAR RAPIDS, IA 52499

Ownership History

Transamerica Retirement Solutions Corporation

Original Applicant
03
Harrison, NY

Transamerica Retirement Solutions Corporation

Original Registrant
03
Harrison, NY

TRANSAMERICA RETIREMENT SOLUTIONS, LLC

New Owner After Registration #1
16
HARRISON, NY

TRANSAMERICA CORPORATION

New Owner After Registration #2
03
CEDAR RAPIDS, IA

Legal Representation

Attorney
Matthew Krigbaum

USPTO Deadlines

Next Deadline
3449 days remaining
Section 8 & 9 (20-Year) Renewal Due (Based on registration date 2015-01-13)
Due Date
January 13, 2035
Grace Period Ends
July 13, 2035

Application History

35 events
Date Code Type Description Documents
Sep 8, 2024 NA89 E NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED Loading...
Sep 8, 2024 RNL1 Q REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) Loading...
Sep 8, 2024 89AG O REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED Loading...
Sep 8, 2024 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Jun 25, 2024 E89R I TEAS SECTION 8 & 9 RECEIVED Loading...
Jan 13, 2024 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
Dec 9, 2020 NAS8 E NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED Loading...
Dec 9, 2020 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Dec 9, 2020 8.OK O REGISTERED - SEC. 8 (6-YR) ACCEPTED Loading...
Oct 23, 2020 ES8R I TEAS SECTION 8 RECEIVED Loading...
May 18, 2020 CORV 1 REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED Loading...
Feb 25, 2020 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Feb 25, 2020 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Feb 25, 2020 EWAF I TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS Loading...
Feb 25, 2020 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Feb 25, 2020 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Feb 25, 2020 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Jan 13, 2020 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Jan 25, 2017 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Jun 17, 2016 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Sep 23, 2015 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Jan 13, 2015 R.SR A REGISTERED-SUPPLEMENTAL REGISTER Loading...
Dec 5, 2014 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Dec 3, 2014 CNTA O APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER Loading...
Dec 3, 2014 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Dec 3, 2014 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Nov 26, 2014 ALIE A ASSIGNED TO LIE Loading...
Nov 24, 2014 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Nov 24, 2014 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Nov 8, 2014 GNRT F NON-FINAL ACTION E-MAILED Loading...
Nov 8, 2014 CNRT R NON-FINAL ACTION WRITTEN Loading...
Nov 8, 2014 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Nov 2, 2014 DOCK D ASSIGNED TO EXAMINER Loading...
Jul 28, 2014 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jul 24, 2014 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; investment advisory services; investment advice; investment management services; administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; providing others, including retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing 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 means, which may include but are not limited to, the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations
First Use Anywhere: Jan 21, 2014
First Use in Commerce: Jan 21, 2014

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"ADVICE"