PENSIONMARK

Pensionmark Financial Group, Llc

Application Filed: 2012-02-07

Trademark Application Details

Status

702

Live/Registered

SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

Research	OneLook Acronym Finder
Serial Number	85536375
Registration Number	4311685
Mark Drawing Code	4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form
Attorney Name	BRETT LOCKER
Attorney Docket Number	S-PFGX
Law Office Assigned	M20
Employee Name	BELENKER, ESTHER ANN

Timeline

2008-03-01	Date of First Use
2012-02-07	Application Filed
2013-01-15	Published for Opposition
2013-04-02	Trademark Registered
2018-05-24	Location: TMO LAW OFFICE 111
2018-05-24	Status: Live/Registered
2018-07-08	Transaction Date

Trademark Applicants & Owners

Owner:	PENSIONMARK FINANCIAL GROUP, LLC
Address	24 EAST COTA STREET SUITE 200 SANTA BARBARA DE 93101
Legal Entity Type	Limited Liability Company
Legal Entity State	DE

Documents

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Attorney of Record

BRETT LOCKER
SCHLEY LOOK GUTHRIE & LOCKER, LLP
311 E CARRILLO ST
SANTA BARBARA, CA 93101-1400

Good, Services, and Codes

International Codes:	36
U.S. Codes:	100,101,102
International Codes:	41
U.S. Codes:	100,101,107
International Codes:	45
U.S. Codes:	100,101

Type Code	Type
GS0361	Financial services provided to sponsors of retirement plans, participants in retirement plans and individual investors in connection with employee stock option plans, 401k plans, profit sharing plans, executive deferred compensation plans, pension plans and defined benefit plans, namely, providing retirement plan design, assistance with the development of retirement plan investment policies, retirement plan management, retirement plan investment due diligence, investment fee analysis and retirement plan investment performance monitoring; wealth management and financial planning services for individual investors; retirement plan fiduciary services, namely, fiduciary representative services in the field of retirement planning

Type Code

Type

GS0361

Financial services provided to sponsors of retirement plans, participants in retirement plans and individual investors in connection with employee stock option plans, 401k plans, profit sharing plans, executive deferred compensation plans, pension plans and defined benefit plans, namely, providing retirement plan design, assistance with the development of retirement plan investment policies, retirement plan management, retirement plan investment due diligence, investment fee analysis and retirement plan investment performance monitoring; wealth management and financial planning services for individual investors; retirement plan fiduciary services, namely, fiduciary representative services in the field of retirement planning

Trademark Filing History

Description	Date	Event Coding
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM	2012-02-13	1 NWOS I:Incoming Correspondence
NOTICE OF PSEUDO MARK MAILED	2012-02-14	2 MPMK O:Outgoing Correspondence
ASSIGNED TO EXAMINER	2012-05-16	3 DOCK D:Assigned to Examiner
NON-FINAL ACTION WRITTEN	2012-05-17	4 CNRT R:Renewal
NON-FINAL ACTION E-MAILED	2012-05-17	5 GNRT F:First Action
NOTIFICATION OF NON-FINAL ACTION E-MAILED	2012-05-17	6 GNRN O:Outgoing Correspondence
TEAS RESPONSE TO OFFICE ACTION RECEIVED	2012-06-18	7 TROA I:Incoming Correspondence
CORRESPONDENCE RECEIVED IN LAW OFFICE	2012-06-18	8 CRFA I:Incoming Correspondence
TEAS/EMAIL CORRESPONDENCE ENTERED	2012-06-19	9 TEME I:Incoming Correspondence
NON-FINAL ACTION WRITTEN	2012-07-12	10 CNRT R:Renewal
NON-FINAL ACTION E-MAILED	2012-07-12	11 GNRT O:Outgoing Correspondence
NOTIFICATION OF NON-FINAL ACTION E-MAILED	2012-07-12	12 GNRN O:Outgoing Correspondence
TEAS RESPONSE TO OFFICE ACTION RECEIVED	2012-11-08	13 TROA I:Incoming Correspondence
ASSIGNED TO LIE	2012-11-17	14 ALIE A:Allowance for Publication
CORRESPONDENCE RECEIVED IN LAW OFFICE	2012-11-17	15 CRFA I:Incoming Correspondence
TEAS/EMAIL CORRESPONDENCE ENTERED	2012-11-17	16 TEME I:Incoming Correspondence
ASSIGNED TO EXAMINER	2012-12-06	17 DOCK D:Assigned to Examiner
APPROVED FOR PUB - PRINCIPAL REGISTER	2012-12-07	18 CNSA O:Outgoing Correspondence
LAW OFFICE PUBLICATION REVIEW COMPLETED	2012-12-11	19 PREV O:Outgoing Correspondence
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED	2012-12-26	20 NONP E:E-Mail
PUBLISHED FOR OPPOSITION	2013-01-15	21 PUBO A:Allowance for Publication
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED	2013-01-15	22 NPUB E:E-Mail
REGISTERED-PRINCIPAL REGISTER	2013-04-02	23 R.PR A:Allowance for Publication
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP	2016-07-27	24 ASGN I:Incoming Correspondence
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED	2018-04-02	25 REM1 E:E-Mail
TEAS SECTION 8 & 15 RECEIVED	2018-05-10	26 E815 I:Incoming Correspondence
CASE ASSIGNED TO POST REGISTRATION PARALEGAL	2018-05-23	27 APRE A:Allowance for Publication
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.	2018-05-24	28 C15A O:Outgoing Correspondence
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED	2018-05-24	29 NA85 E:E-Mail
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED	2022-04-02	30 REM2 E:E-Mail
TEAS SECTION 8 & 9 RECEIVED	2022-07-13	31 E89R I:Incoming Correspondence
CASE ASSIGNED TO POST REGISTRATION PARALEGAL	2023-01-28	32 APRE A:Allowance for Publication
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED	2023-01-28	33 89AG O:Outgoing Correspondence
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)	2023-01-28	34 RNL1 Q:
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED	2023-01-28	35 NA89 E:E-Mail

Similar Marks

Mark Image Registration \| Serial	Company Trademark Application Date
PENSIONMARK 85536375 4311685 Live/Registered	PENSIONMARK FINANCIAL GROUP, LLC 2012-02-07
PENSIONMARK 73532284 1394328 Dead/Cancelled	MERCHANTS NATIONAL BANK & TRUST COMPANY 1985-04-15

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