USPTO serial 85466003
TURN TO THE RETIREMENT EXPERTS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 12, 2013
- Examiner
- COWARD, JEFFERY
- Law office
- GENERIC WEB UPDATE
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Current trademark owner
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Owner
The Stephenson National Bank & Trust
Marinette, WI
Other trademarks owned by The Stephenson National Bank & Trust
The Stephenson National Bank & Trust
Marinette, WI
Other trademarks owned by The Stephenson National Bank & Trust
The Stephenson National Bank & Trust
Marinette, WI
Other trademarks owned by The Stephenson National Bank & Trust
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Christopher J. Hussin
Christopher J. Hussin Boardman & Clark LLP1 S Pinckney St., Ste. 410Madison, WI 53703UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Banking services; personal and consumer banking services; business and commercial banking services; retail banking services; savings account services; money market account services; health savings account services; financial advisory services; financial administration of retirement plans; financial analysis services; financial asset management services; financial consultancy and consultation services; financial evaluation for insurance purposes; financial information services; financial investment brokerage services; financial investment analysis and stock research; financial management services; financial planning services; financial planning for retirement; personalized financial planning services; strategic financial advisory services; financial portfolio analysis services; financial portfolio management services; management of securities portfolios; financial account analysis services; financial research services; financial restructuring services; financial risk management services; providing financial information; providing information in the field of personal finance; estate planning services; individual retirement account services; employee retirement account services; investment advisory services; investment account services; investment consultancy and consultation services; investment management services; investment of funds for others; mutual fund investment services; fund investment consultation; funds investment services; financial services, namely, wealth management services; financial services, namely, investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial advisory, consultancy and planning services, namely, the creation of personalized strategies to achieve financial independence; financial advisory, consultancy and planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial consulting services in the field of planned giving for non-profit and charitable organizations; investment services, namely, consultation and management services; information, advisory, consultancy and research services relating to finance and investments; establishing mutual fund portfolios and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information and advice in the fields of finance, financial investments and financial aspects of retirement; developing financial and investment plans for others; developing financial and investment portfolios for others; analysis of investment and retirement goals through financial and investment portfolio evaluation, cash flow analysis, income tax assessment and estate plan review; strategic financial planning services, namely, providing retirement income and capital needs analysis, income tax and capital gains tax analysis and strategies, investment analysis and strategies, estate planning and estate tax minimization and charitable giving strategies; investment advisory services, namely, assessment of investment objectives, time horizons, and risk tolerance and risk temperament; administration of individual retirement accounts; management of individual retirement accounts; financial administration of retirement plans; trust services, namely, investment and trust company services; corporate trust services, namely, administration services, management services and financial planning services; employee benefits trust services, namely, administration services, management services and financial planning services; financial trust services, namely, administration services, management services and financial planning services; individual and personal trust services, namely, administration services, management services and financial planning services; administration and management of employee pension plans and employee profit sharing plans; providing information in the field of employee financial benefit plans; providing on-line information to participants, employers and plan sponsors regarding employee benefit plans, employee pension plans and employee profit sharing plans; and providing trust and retirement account information, trust and retirement account balances, and trust and retirement account portfolio information, all via an on-line global computer or communication network | ACTIVE | Jan 12, 2011 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by The Stephenson National Bank & Trust
- Other trademarks owned by The Stephenson National Bank & Trust
- Other trademarks owned by The Stephenson National Bank & Trust
- Other trademarks in Class 036
- Similar marks named TURN TO THE RETIREMENT EXPERTS
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 16, 2022 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Aug 16, 2022 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Aug 16, 2022 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Aug 16, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 25, 2022 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Feb 12, 2022 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Sep 19, 2019 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 10, 2018 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Apr 10, 2018 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Apr 10, 2018 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 5, 2018 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Apr 5, 2018 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 12, 2018 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 12, 2013 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jan 8, 2013 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jan 5, 2013 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Jan 2, 2013 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Dec 26, 2012 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Nov 23, 2012 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 19, 2012 | IUAF | USE AMENDMENT FILED | — |
| Nov 19, 2012 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Nov 19, 2012 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 12, 2012 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Apr 17, 2012 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 17, 2012 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Mar 28, 2012 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 10, 2012 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 10, 2012 | ALIE | ASSIGNED TO LIE | — |
| Feb 23, 2012 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 23, 2012 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 10, 2011 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 10, 2011 | NWAP | NEW APPLICATION ENTERED | — |