ERISA COMPASS Trademark
Serial Number: 99754844
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
MELISSA M ALLEN DREAMCOUNSEL, INC.
725 Cool Springs Blvd, 6th Floor
Franklin, TN 37067
United States
Trademark Details
Filing Date
April 9, 2026
Registration Date
Not Registered
Goods & Services
Financial planning, Financial plan consulting, Financial advice, Financial asset management, Compliance and fiduciary governance services, Third party financial administration, Recordkeeping services, Actuary services, all of the aforesaid in the field of retirement and retirement plans, namely as to 401(k) employer-sponsored retirement plans, Employee Retirement Income Security Act (ERISA) plans, and investment strategy for employees; Financial consultation and advice in the field of registered investments; Regulatory compliance consultancy in the field of retirement plan administration; Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; Downloadable software for 401(k) employer-sponsored retirement plans and Employee Retirement Income Security Act (ERISA) plans; Periodic publications in digital downloadable and hard copy format
