Serial Number
99854209
Owner
NBT Bancorp Inc.Attorney
Abe Jentry ShanehsazFiling Date
May 29, 2026
NAVIGATE RETIREMENT SOLUTIONS Trademark
Serial Number: 99854209
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Abe Jentry Shanehsaz FAEGRE DRINKER BIDDLE & REATH LLP
300 N. Meridian Street, Suite 2500
Indianapolis, IN 46204
United States
Trademark Details
Filing Date
May 29, 2026
Registration Date
Not Registered
Goods & Services
Financial advisory and consultancy services, namely, advising financial service providers in the field of retirement plan design and implementation; Financial investment advisory services, namely, providing information on the selection and monitoring of funds in the field of retirement plan design and implementation; Investment management services; Financial retirement plan consulting services; Administration of employee benefit plans concerning finance
Education services, namely, providing classes, seminars, workshops, and coaching in the field of retirement plans and providing educational materials in connection with the same
Business consultation in the field of retirement plans; Financial record-keeping for regulatory compliance purposes; Financial records management; Preparation of business reports, policies and procedures; Preparation of financial statements; Vendor management services for retirement plans
