MANAGED ADVICE
LIVE

Serial Number

86343239

Owner

TRANSAMERICA RETIREMENT SOLUTIONS, LLC

Attorney

Matthew Krigbaum

First Use Date

Jan 21, 2014

Filing Date

Jul 21, 2014

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MANAGED ADVICE Trademark

Serial Number: 86343239 • Registration: 4673299

MANAGED ADVICE is a trademark filed by TRANSAMERICA RETIREMENT SOLUTIONS, LLC on July 21, 2014. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

TRANSAMERICA RETIREMENT SOLUTIONS, LLC (32 trademarks)

440 MAMARONECK AVENUE
HARRISON, NY 10528

Entity Type: 16

TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION (51 trademarks)

440 MAMARONECK AVENUE
HARRISON, NY 10528

Entity Type: 03

TRANSAMERICA CORPORATION (470 trademarks)

Cedar Rapids, IA 52499

Entity Type: 03

Trademark Details

Filing Date

July 21, 2014

Registration Date

January 13, 2015

First Use Anywhere

January 21, 2014

First Use in Commerce

January 21, 2014

Goods & Services

Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; investment advisory services; investment advice; investment management services; administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; providing others, including retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and other information in the fields of financial planning, financial retirement planning, saving for retirement and investing for retirement; providing online financial information in the field of investing for retirement; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; providing financial asset allocation; providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to various organizations, which may include but are not limited to, corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Sep 8, 2024 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Sep 8, 2024 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sep 8, 2024 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 8, 2024 APRE
TEAS SECTION 8 & 9 RECEIVED
Jun 25, 2024 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 13, 2024 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Dec 9, 2020 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Dec 9, 2020 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 9, 2020 APRE
TEAS SECTION 8 RECEIVED
Oct 23, 2020 ES8R
REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
May 18, 2020 CORV
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 25, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 25, 2020 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Feb 25, 2020 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 25, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 25, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 25, 2020 COAR
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 13, 2020 REM1
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 25, 2017 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 17, 2016 TCCA
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 23, 2015 ASGN
REGISTERED-SUPPLEMENTAL REGISTER
Jan 13, 2015 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Dec 5, 2014 PREV
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Dec 3, 2014 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 3, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 3, 2014 CRFA
ASSIGNED TO LIE
Nov 26, 2014 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 24, 2014 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 24, 2014 TCCA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 8, 2014 GNRN
NON-FINAL ACTION E-MAILED
Nov 8, 2014 GNRT
NON-FINAL ACTION WRITTEN
Nov 8, 2014 CNRT
ASSIGNED TO EXAMINER
Nov 2, 2014 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 28, 2014 NWOS
NEW APPLICATION ENTERED
Jul 24, 2014 NWAP