ANNUITY WIZARD

Serial Number 87268611
Registration 5456360
702

Registration Progress

Application Filed
Dec 14, 2016
Under Examination
Approved for Publication
Feb 13, 2018
Published for Opposition
Feb 13, 2018
Registered
May 1, 2018

Basic Information

Serial Number
87268611
Registration Number
5456360
Filing Date
December 14, 2016
Registration Date
May 1, 2018
Published for Opposition
February 13, 2018
Drawing Code
4

Status Summary

Current Status
Active
Status Code
702
Status Date
Oct 24, 2024
Registration
Registered
Classes
042

Rights Holder

ValMark Financial Group, LLC

16
Address
Suite 300
130 Springside Drive
Akron, OH 44333

Ownership History

ValMark Financial Group, LLC

Original Applicant
16
Akron, OH

ValMark Financial Group, LLC

Owner at Publication
16
Akron, OH

ValMark Financial Group, LLC

Original Registrant
16
Akron, OH

Legal Representation

Attorney
ROGER D. EMERSON, Esq.
USPTO Deadlines
Next Renewal Deadline
Section 8 & 9 (10-Year) Renewal Due (Based on registration date 2018-05-01)
Due: May 01, 2028 (1029 days remaining)
Grace period ends: November 01, 2028

Application History

27 events
Date Code Type Description
Oct 24, 2024 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Oct 24, 2024 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Oct 24, 2024 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 1, 2024 E815 I TEAS SECTION 8 & 15 RECEIVED
May 1, 2023 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 1, 2018 R.PR A REGISTERED-PRINCIPAL REGISTER
Feb 13, 2018 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 13, 2018 PUBO A PUBLISHED FOR OPPOSITION
Jan 24, 2018 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 5, 2018 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 29, 2017 DOCK D ASSIGNED TO EXAMINER
Nov 17, 2017 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 17, 2017 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 9, 2017 ALIE A ASSIGNED TO LIE
Oct 30, 2017 ERFR I TEAS REQUEST FOR RECONSIDERATION RECEIVED
Jul 26, 2017 GNFN O NOTIFICATION OF FINAL REFUSAL EMAILED
Jul 26, 2017 CNFR R FINAL REFUSAL WRITTEN
Jul 26, 2017 GNFR O FINAL REFUSAL E-MAILED
Jul 6, 2017 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 5, 2017 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 5, 2017 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 5, 2017 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 5, 2017 GNRT F NON-FINAL ACTION E-MAILED
Jan 5, 2017 CNRT R NON-FINAL ACTION WRITTEN
Jan 5, 2017 DOCK D ASSIGNED TO EXAMINER
Dec 20, 2016 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 17, 2016 NWAP I NEW APPLICATION ENTERED

Detailed Classifications

Class 042
Computer-based annuity case design resource, namely, providing on-line non-downloadable software for identifying, selecting, and purchasing annuities
First Use Anywhere: Dec 31, 2009
First Use in Commerce: Dec 31, 2009

Classification

International Classes
042