INSPIRING CONFIDENCE IN YOUR RETIREMENT
LIVE

Serial Number

86817926

Owner

McHarg, Courtney

Attorney

Samuel K Swenson

First Use Date

Apr 27, 2011

Filing Date

Nov 12, 2015

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INSPIRING CONFIDENCE IN YOUR RETIREMENT Trademark

Serial Number: 86817926 • Registration: 4993012

INSPIRING CONFIDENCE IN YOUR RETIREMENT is a trademark filed by McHarg, Courtney on November 12, 2015. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

McHarg, Courtney (2 trademarks)

Sacramento, CA 95825

Entity Type: 01

Trademark Details

Filing Date

November 12, 2015

Registration Date

July 5, 2016

First Use Anywhere

April 27, 2011

First Use in Commerce

April 27, 2011

Published for Opposition

April 19, 2016

Goods & Services

Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jul 5, 2025 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jan 3, 2023 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jan 3, 2023 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 3, 2023 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 17, 2022 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jul 5, 2021 REM1
REGISTERED-PRINCIPAL REGISTER
Jul 5, 2016 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 19, 2016 NPUB
PUBLISHED FOR OPPOSITION
Apr 19, 2016 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 30, 2016 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 8, 2016 CNSA
ASSIGNED TO EXAMINER
Mar 6, 2016 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 17, 2015 NWOS
NEW APPLICATION ENTERED
Nov 16, 2015 NWAP