Drawing for DYNAMIC RETIREMENT MANAGER

USPTO serial 87391173

DYNAMIC RETIREMENT MANAGER

Reviewed by CopyMark Law Group

Reg. 6216959Status 700Renewal
Filing date
Status date
Registration date
Dec 8, 2020
Examiner
BAKER, JORDAN A
Law office
PUBLICATION AND ISSUE SECTION

What this means

This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.

Status 700: Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six.

Need help with DYNAMIC RETIREMENT MANAGER?

If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.

Current trademark owner
Get help with this Renewal, set up monitoring, or talk with CopyMark.
Get Attorney Assistance for just $748*

Plus Government fees of $650

Not the owner?
File a new U.S. trademark application, or speak with our attorneys.

Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Adam S. Weiss

Adam S. Weiss Polsinelli PCPO Box 140310Kansas City, MO 80111United States

Goods and services

ClassDescriptionStatusFirst use
035Financial record keeping for employer-sponsored defined contribution plans and defined benefit plans solely for institutions, government agencies, and employers; financial record keeping for services provided solely to institutions, government agencies, and employers for regulatory compliance purposes; enrollment processing services for employer-sponsored defined contribution and defined benefit plans provided solely to institutions, government agencies, and employers; financial record keeping services for retirement and investment accounts provided solely to institutions, government agencies, and employersACTIVEJan 15, 2017
036Financial administration of employee pension plans and retirement plans provided solely to institutions, government agencies, and employers; administration of health savings accounts; investment of funds for others; investment and retirement fund management; mutual fund investment services; providing an interactive website and online computer database information in the field of employer-sponsored defined contribution and defined benefit plans; all excluding services in the fields of insurance, real estate, banking, and venture capitalACTIVEJan 15, 2017

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.

Prosecution history

DateCodeEventWhat it means
Jul 1, 2026EWAFTEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS—
Jul 1, 2026TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Jul 1, 2026ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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.
Jul 1, 2026REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jul 1, 2026CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Jul 1, 2026COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Dec 8, 2025REM1COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED—
Nov 25, 2022ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Nov 1, 2021CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Nov 1, 2021TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Nov 1, 2021EWAFTEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS—
Nov 1, 2021ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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.
Nov 1, 2021REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Nov 1, 2021COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Dec 8, 2020R.PRREGISTERED-PRINCIPAL REGISTERYour 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.
Oct 31, 2020SUNANOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED—
Oct 30, 2020CNPRALLOWED PRINCIPAL REGISTER - SOU ACCEPTED—
Oct 20, 2020SUPCSTATEMENT OF USE PROCESSING COMPLETE—
Oct 19, 2020IUAFUSE AMENDMENT FILED—
Oct 19, 2020EISUTEAS STATEMENT OF USE RECEIVEDThe 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.
Apr 3, 2020EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Apr 2, 2020EX5GSOU EXTENSION 5 GRANTED—
Apr 2, 2020AITUCASE ASSIGNED TO INTENT TO USE PARALEGAL—
Mar 31, 2020EXT5SOU EXTENSION 5 FILED—
Mar 31, 2020EEXTSOU TEAS EXTENSION RECEIVEDThe applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use.
Oct 17, 2019EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Oct 15, 2019EX4GSOU EXTENSION 4 GRANTED—
Oct 15, 2019EXT4SOU EXTENSION 4 FILED—
Oct 15, 2019EEXTSOU TEAS EXTENSION RECEIVEDThe applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use.
Mar 13, 2019EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Mar 11, 2019EX3GSOU EXTENSION 3 GRANTED—
Mar 11, 2019EXT3SOU EXTENSION 3 FILED—
Mar 11, 2019EEXTSOU TEAS EXTENSION RECEIVEDThe applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use.
Sep 13, 2018EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Sep 11, 2018EX2GSOU EXTENSION 2 GRANTED—
Sep 11, 2018EXT2SOU EXTENSION 2 FILED—
Sep 11, 2018EEXTSOU TEAS EXTENSION RECEIVEDThe applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use.
Mar 20, 2018EXRANOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED—
Mar 17, 2018EX1GSOU EXTENSION 1 GRANTED—
Mar 17, 2018EXT1SOU EXTENSION 1 FILED—
Mar 17, 2018EEXTSOU TEAS EXTENSION RECEIVEDThe applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use.
Oct 17, 2017NOAMNOA E-MAILED - SOU REQUIRED FROM APPLICANTA 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.
Aug 22, 2017NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Aug 22, 2017PUBOPUBLISHED FOR OPPOSITIONYour 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.
Aug 2, 2017NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Jul 6, 2017CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Jul 6, 2017XAECEXAMINER'S AMENDMENT ENTERED—
Jul 6, 2017GNENNOTIFICATION OF EXAMINERS AMENDMENT E-MAILED—
Jul 6, 2017GNEAEXAMINERS AMENDMENT E-MAILED—
Jul 6, 2017CNEAEXAMINERS AMENDMENT -WRITTEN—
Jun 21, 2017DOCKASSIGNED TO EXAMINER—
Apr 4, 2017NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Apr 1, 2017NWAPNEW APPLICATION ENTERED—

Frequently asked questions

Related guidance