INTEGRITY IRA
LIVE

Serial Number

98204068

Owner

SageView Advisory Group, LLC

Attorney

Asal Saffari

First Use Date

May 4, 2021

Filing Date

Sep 29, 2023

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INTEGRITY IRA Trademark

Serial Number: 98204068 • Registration: 7657988

INTEGRITY IRA is a trademark filed by SageView Advisory Group, LLC on September 29, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

SageView Advisory Group, LLC (2 trademarks)

4000 MacArthur Blvd., Suite 1050
Newport Beach, CA 92660

Entity Type: 16

Trademark Details

Filing Date

September 29, 2023

Registration Date

January 21, 2025

First Use Anywhere

May 4, 2021

First Use in Commerce

May 4, 2021

Published for Opposition

December 3, 2024

Goods & Services

Investment advisory services; management of retirement investments, namely, oversight and monitoring of retirement investments; Financial services, namely, investment advice, namely providing recommendations for automatic rollover retirement accounts; Financial services, namely, investment management, namely, oversight and monitoring of investments; Financial services, namely, investment management, namely, administration of automatic rollover IRA investment options for retirement plan sponsors; Financial services, namely, investment consultation for retirement plan sponsors; Financial services, namely, investment consultation, namely, providing consultation to retirement plan sponsors for automatic rollover retirement accounts; Providing financial information and financial advice via a website; Financial services, namely, online retirement plan administration and retirement fund investment services

Providing temporary use of online non-downloadable software for retirement plan administration and for fund investment

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 21, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Jan 21, 2025 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 3, 2024 NPUB
PUBLISHED FOR OPPOSITION
Dec 3, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Nov 27, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 4, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Nov 4, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 4, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 4, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 4, 2024 CNEA
NOTIFICATION OF FINAL REFUSAL EMAILED
Aug 19, 2024 GNFN
FINAL REFUSAL E-MAILED
Aug 19, 2024 GNFR
FINAL REFUSAL WRITTEN
Aug 19, 2024 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 28, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 28, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 28, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 22, 2024 GNRN
NON-FINAL ACTION E-MAILED
May 22, 2024 GNRT
NON-FINAL ACTION WRITTEN
May 22, 2024 CNRT
ASSIGNED TO EXAMINER
May 21, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 12, 2023 NWOS
NEW APPLICATION ENTERED
Oct 3, 2023 NWAP