TrademarkDir
ANNUITY WIZARD
LIVE

Serial Number

87268611

Owner

ValMark Financial Group, LLC

Attorney

Roger D. Emerson, Esq.

First Use Date

Dec 31, 2009

Filing Date

Dec 14, 2016

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ANNUITY WIZARD Trademark

Serial Number: 87268611 • Registration: 5456360

ANNUITY WIZARD is a trademark filed by ValMark Financial Group, LLC on December 14, 2016. The trademark is classified under Class 42 (Computer & Scientific), Class 16 (Paper Goods). The application is currently registered and active.

Owner Contact Info

ValMark Financial Group, LLC (23 trademarks)

130 Springside Drive
Akron, OH 44333-243

Entity Type: 16

Trademark Details

Filing Date

December 14, 2016

Registration Date

May 1, 2018

First Use Anywhere

December 31, 2009

First Use in Commerce

December 31, 2009

Published for Opposition

February 13, 2018

Goods & Services

Paper-based annuity case design resource, namely, printed manuals, pamphlets, brochures, handouts, and instructional materials in the field of annuity planning and sales

Computer-based annuity case design resource, namely, providing on-line non-downloadable software for identifying, selecting, and purchasing annuities

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Oct 24, 2024 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Oct 24, 2024 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 24, 2024 APRE
TEAS SECTION 8 & 15 RECEIVED
May 1, 2024 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 1, 2023 REM1
REGISTERED-PRINCIPAL REGISTER
May 1, 2018 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 13, 2018 NPUB
PUBLISHED FOR OPPOSITION
Feb 13, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 24, 2018 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 5, 2018 CNSA
ASSIGNED TO EXAMINER
Nov 29, 2017 DOCK
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 17, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 17, 2017 CRFA
ASSIGNED TO LIE
Nov 9, 2017 ALIE
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Oct 30, 2017 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Jul 26, 2017 GNFN
FINAL REFUSAL E-MAILED
Jul 26, 2017 GNFR
FINAL REFUSAL WRITTEN
Jul 26, 2017 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 6, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 5, 2017 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 5, 2017 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 5, 2017 GNRN
NON-FINAL ACTION E-MAILED
Jan 5, 2017 GNRT
NON-FINAL ACTION WRITTEN
Jan 5, 2017 CNRT
ASSIGNED TO EXAMINER
Jan 5, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 20, 2016 NWOS
NEW APPLICATION ENTERED
Dec 17, 2016 NWAP

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