TrademarkDir
FIDUCIARY ASSISTANT
LIVE

Serial Number

86032892

Owner

Universal Retirement Solutions, Inc.

Attorney

Jennifer L. Dean

First Use Date

Mar 20, 2014

Filing Date

Aug 8, 2013

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FIDUCIARY ASSISTANT Trademark

Serial Number: 86032892 • Registration: 4693572

FIDUCIARY ASSISTANT is a trademark filed by Universal Retirement Solutions, Inc. on August 8, 2013. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Universal Retirement Solutions, Inc. (5 trademarks)

8009 34th Ave S #320
Bloomington, MN 55425

Entity Type: 03

FUTUREPLAN ADMINISTRATIVE SERVICES, LLC (3 trademarks)

200 Dryden Road
Dresher, PA 19025

Entity Type: 16

GOLDLEAF PARTNERS SERVICES, INC. (4 trademarks)

#320
Bloomington, MN 55425

Entity Type: 03

Trademark Details

Filing Date

August 8, 2013

Registration Date

February 24, 2015

First Use Anywhere

March 20, 2014

First Use in Commerce

March 20, 2014

Goods & Services

Financial administration of retirement plans; Financial consultation; [ Financial management; Financial management of employee pension plans; ] financial administration of payroll tax debiting services [ , and employee benefit savings security accounts, namely, flexible spending accounts and COBRA plans [ ; and financial advisory services provided to employers in the field of employee benefits programs ] ]

Filing History

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Feb 13, 2026 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Dec 27, 2024 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Dec 27, 2024 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Dec 27, 2024 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 27, 2024 APRE
TEAS SECTION 8 & 9 RECEIVED
Sep 13, 2024 E89R
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jun 13, 2024 ASGN
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Feb 24, 2024 REM2
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Aug 18, 2021 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
May 7, 2021 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
May 7, 2021 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 7, 2021 APRE
TEAS SECTION 8 RECEIVED
Feb 5, 2021 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Feb 24, 2020 REM1
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jun 21, 2017 ASGN
REGISTERED-SUPPLEMENTAL REGISTER
Feb 24, 2015 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jan 21, 2015 PREV
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Jan 7, 2015 AAUA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jan 6, 2015 CNTA
USE AMENDMENT ACCEPTED
Jan 6, 2015 IUAA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 11, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 11, 2014 CRFA
ASSIGNED TO LIE
Dec 11, 2014 ALIE
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 4, 2014 TCCA
NOTICE OF REVIVAL - E-MAILED
Dec 4, 2014 NREV
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 4, 2014 TROA
PETITION TO REVIVE-GRANTED
Dec 4, 2014 PETG
TEAS PETITION TO REVIVE RECEIVED
Dec 4, 2014 PROA
ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Oct 22, 2014 MAB2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Oct 22, 2014 ABN2
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 26, 2014 GNRN
NON-FINAL ACTION E-MAILED
Mar 26, 2014 GNRT
NON-FINAL ACTION WRITTEN
Mar 26, 2014 CNRT
AMENDMENT TO USE PROCESSING COMPLETE
Mar 25, 2014 AUPC
USE AMENDMENT FILED
Mar 25, 2014 IUAF
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 25, 2014 GNRN
NON-FINAL ACTION E-MAILED
Mar 25, 2014 GNRT
NON-FINAL ACTION WRITTEN
Mar 25, 2014 CNRT
TEAS AMENDMENT OF USE RECEIVED
Mar 24, 2014 EAAU
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 24, 2014 TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 24, 2014 TCCA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 24, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 24, 2014 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 24, 2014 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 24, 2013 GNRN
NON-FINAL ACTION E-MAILED
Sep 24, 2013 GNRT
NON-FINAL ACTION WRITTEN
Sep 24, 2013 CNRT
ASSIGNED TO EXAMINER
Sep 23, 2013 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 16, 2013 NWOS
NEW APPLICATION ENTERED
Aug 12, 2013 NWAP

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