USPTO serial 86397796
RETIREMENT INCOME DESIGN EXPERIENCE
Reviewed by CopyMark Law Group
Reg. 4723768Status 710
- Filing date
- Status date
- Registration date
- Apr 21, 2015
- Examiner
- KING, CHRISTINA B
- Law office
- TMEG LAW OFFICE 109
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
C. Christopher Clark
C. Christopher Clark The Law Office of Chris Clark, PLLC9624 Bailey Rd., Suite 290Cornelius, NC 28031United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning and investment advisory services; financial information, evaluation, and advisory services; financial advisory and consultancy services; financial administration of retirement plans; financial analysis, consultation and research services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial investment analysis and stock research; financial management; financial management; consulting and information concerning insurance; financial portfolio management; financial portfolio analysis services; financial research and information services; financial research and business equity research services; financial risk management; financial trust planning; investment consultation, and investment management services; management of portfolios comprising securities; monitoring financial markets for investment purposes; mutual fund advisory services; mutual fund analysis services; [ mutual fund development services; ] mutual fund investment; mutual fund planning services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; providing financial services with respect to securities and other financial instruments and products, namely, money management services; providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; providing information in insurance matters; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information, commentary and advice in the field of finance, financial investments and financial valuations; providing information in the field of financial stock and equity markets; providing stock/securities market information; insurance administration; insurance agency; insurance brokerage; insurance consultancy; and strategic financial advisory services | SECTION 8 - CANCELLED | Sep 12, 2014 |
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 Vertex Capital Advisors, LLC
- Other trademarks owned by Vertex Capital Advisors, LLC
- Other trademarks owned by Vertex Capital Advisors, LLC
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 31, 2025 | CAEX | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 | — |
| Oct 17, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 17, 2024 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 17, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 21, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| May 28, 2021 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| May 28, 2021 | 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. |
| May 28, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 23, 2021 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Apr 21, 2020 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Apr 21, 2015 | 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. |
| Feb 3, 2015 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 3, 2015 | 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. |
| Jan 14, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 27, 2014 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Dec 27, 2014 | ALIE | ASSIGNED TO LIE | — |
| Dec 9, 2014 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 8, 2014 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Dec 8, 2014 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Dec 8, 2014 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Dec 8, 2014 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Dec 5, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 24, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 20, 2014 | NWAP | NEW APPLICATION ENTERED | — |