Managed Advice Trademark Details

Managed Advice was registered on Tuesday, January 13, 2015 and is currently owned by Transamerica Retirement Solutions, LLC under the registration number 4673299 . This mark is alive with a status of Registered. The last case file activity for this mark occured 9 years ago on Tuesday, January 13, 2015, according to the United State Patent & Trademark Office

Word Mark	Managed Advice
Status	Alive Registered 700 — Registered

Current Owner

Transamerica Retirement Solutions, LLC of Harrison, NY

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Other Trademarks for Transamerica Retirement Solutions, LLC

Previous Owners

Transamerica Retirement Solutions Corporation of Harrison, NY

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Other Trademarks for Transamerica Retirement Solutions Corporation

Serial Number	86343239
Registration Number	4673299
Status Date	Tuesday, January 13, 2015
Filing Date	Tuesday, January 13, 2015
Registration Date	Tuesday, January 13, 2015
Attorney	Diane Duhaime

Correspondent

Diane Duhaime
Carlton Fields Jorden Burt, P.A.
P.O. Box 3239
Tampa FL 33601

Case File Statements

Disclaimer with Predetermined Text	"Advice"
Goods & Services	Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; investment advisory services; investment advice; investment management services; administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; providing others, including retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation; providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations

"Advice"

Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; investment advisory services; investment advice; investment management services; administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; providing others, including retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation; providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations

Classifications

International Class Codes	036 — Class 36 includes mainly services rendered in financial and monetary affairs and services rendered in relation to insurance contracts of all kinds.
U.S. Class Codes	100, 101, 102
Status	6 — Active
Status Date	Monday, July 28, 2014
First Use Anywhere	Tuesday, January 21, 2014
First Use In Commerce	Tuesday, January 21, 2014
Primary Code	036

Trademark Timeline

Jan 21 2014

First use anywhere for the mark
Jan 21 2014

First use in commerce for the mark
Jul 21 2014

Trademark application filed with USPTO
Jul 24 2014

New Application Entered In Tram
Jul 28 2014

New Application Office Supplied Data Entered In Tram
Nov 02 2014

Assigned To Examiner
Nov 08 2014

Notification of Non-Final Action E-Mailed
Nov 08 2014

Non-Final Action E-Mailed
Nov 08 2014

Non-Final Action Written
Nov 24 2014

Teas Response To Office Action Received
Nov 24 2014

Teas Change of Correspondence Received
Nov 26 2014

Assigned To Lie
Dec 03 2014

Approved For Registration Supplemental Register
Dec 03 2014

Teas/email Correspondence Entered
Dec 03 2014

Correspondence Received In Law Office
Dec 05 2014

Law Office Publication Review Completed
Jan 13 2015

Registered-Supplemental Register
Jan 13 2015

Trademark officially registered with the USPTO
Sep 23 2015

Automatic Update of Assignment of Ownership
Jun 17 2016

Teas Change of Correspondence Received