Serial Number
87021818
Owner
October Three LLCAttorney
Mark D. SwansonFirst Use Date
May 2, 2016
Filing Date
May 2, 2016
DAILY PLATFORM Trademark
Serial Number: 87021818 • Registration: 5066258
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Mark D. Swanson PAULEY ERICKSON & Swanson
2800 WEST HIGGINS ROAD
SUITE 365
HOFFMAN ESTATES, IL 60169
UNITED STATES
Trademark Details
Filing Date
May 2, 2016
Registration Date
October 18, 2016
First Use Anywhere
May 2, 2016
First Use in Commerce
May 2, 2016
Goods & Services
Actuarial services; Financial administration of retirement plans; Providing web-based administration for the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Financial services, namely, providing online stored value accounts in an electronic environment; Automated and online daily financial administration of retirement plans and retirement funds; Processing, administering and managing employee benefit plans concerning insurance and finance; Account and investment administration of retirement funds; Providing a web-based portal for providing daily valuation of participant retirement accounts and real-time status information of plan value; Providing a web-based online access portal for both retirement plan participants and sponsors in the form of single sign on to view both defined benefit financial retirement plans and defined contribution financial retirement plans in one place
Providing a web site featuring non-downloadable computer software for use in assisting financial professionals and plan sponsors in the management of retirement accounts; Developing applications, software, and websites, for financial companies in the field of retirement plans and retirement benefits programs; Application service provider, namely, managing applications, software, and websites of others in the fields of retirement planning and retirement benefits program management and administration; Providing temporary use of online, nondownloadable software and applications for use as a calculation engine that links with custodians tying direct account assets to interest credits in the fields of retirement planning and retirement benefits program management and administration