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

Trademark Image

ANNUITY WIZARD

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
016 042

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 Deadline
834 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20180501)
Due Date
May 01, 2028
Grace Period Ends
November 01, 2028

Application History

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

Detailed Classifications

Class 016
Paper-based annuity case design resource, namely, printed manuals, pamphlets, brochures, handouts, and instructional materials in the field of annuity planning and sales
First Use Anywhere: Dec 31, 2009
First Use in Commerce: Dec 31, 2009
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
016 042