RCH Managed Portability Trademark Details

This mark is alive with a status of New Application - Record Initialized Not Assigned to Examiner. The last case file activity for this mark occured 7 years ago on Friday, July 8, 2016, according to the United State Patent & Trademark Office

Word Mark	Rch Managed Portability
Status	Alive 630 — New Application - Record Initialized Not Assigned to Examiner

Current Owner

Retirement Clearinghouse, LLC of Charlotte, NC

View all trademarks for Retirement Clearinghouse, LLC

Other Trademarks for Retirement Clearinghouse, LLC

Serial Number	87093028
Status Date	Friday, July 8, 2016
Filing Date	Friday, July 8, 2016
Attorney	Frank L. Politano

Correspondent

FRANK L. POLITANO
K&L GATES LLP
ONE NEWARK CENTER
NEWARK, NJ 07102

Case File Statements

Goods & Services	Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsoTs and participants with transferTing retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or existing IRA by locating and verifying the address of plan participants, providing counseling, completing necessary fonns and other required paperwork, manually or electronically, contacting plan sponsors or plan providers and managing the transfer via telephone, mail or the internet; financial services, namely, financial retirement plan consulting services and investment fund transfer and transaction services; financial administration of individual retirement accounts; financial retirement plan consulting services, namely, assisting employers and individuals with the movement or consolidation of their retirement accounts between one or more employer sponsored plans or one or more individual plan retirement accounts; financial administration of retirement plans
Pseudo Mark	Retirement Clearinghouse Managed Portability

Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsoTs and participants with transferTing retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or existing IRA by locating and verifying the address of plan participants, providing counseling, completing necessary fonns and other required paperwork, manually or electronically, contacting plan sponsors or plan providers and managing the transfer via telephone, mail or the internet; financial services, namely, financial retirement plan consulting services and investment fund transfer and transaction services; financial administration of individual retirement accounts; financial retirement plan consulting services, namely, assisting employers and individuals with the movement or consolidation of their retirement accounts between one or more employer sponsored plans or one or more individual plan retirement accounts; financial administration of retirement plans

Retirement Clearinghouse Managed Portability

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	Friday, July 8, 2016
First Use Anywhere	Tuesday, December 16, 2014
First Use In Commerce	Tuesday, December 16, 2014
Primary Code	036

Trademark Timeline

Dec 16 2014

First use anywhere for the mark
Dec 16 2014

First use in commerce for the mark
Jul 05 2016

Trademark application filed with USPTO
Jul 08 2016

New Application Office Supplied Data Entered In Tram
Jul 08 2016

New Application Entered In Tram
Jul 09 2016

Notice of Pseudo Mark E-Mailed