ERISA ADVISOR EVALUATOR Trademark

Serial Number: 86770301

ERISA ADVISOR EVALUATOR is a trademark filed by PLANTOOLS, LLC on September 28, 2015. The trademark is classified under Class 42 (Computer & Scientific). The application is currently no longer active.

Trademark Classes

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

PLANTOOLS, LLC (9 trademarks)

10612-D Providence Rd Suite 752
Charlotte, NC 28277

Entity Type: 16

Trademark Details

Filing Date

September 28, 2015

Registration Date

Not Registered

First Use Anywhere

January 1, 2009

First Use in Commerce

January 1, 2009

Goods & Services

Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to search for qualified investment advisors and assess the advisor's qualifications, obtain fee estimates for specific advisory services, and document the process of selecting an investment advisor to comply with a fiduciary's statutory-based compliance obligations; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans