Trademark/Service Mark Application, Principal Register
Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)
Trademark/Service Mark Application, Principal Register
The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER
Principal
APPLICANT INFORMATION
*OWNER OF MARK
Retirement Researcher, LLC
INTERNAL ADDRESS
Suite 1150
*STREET
8200 Greensboro Drive
*CITY
McLean
*STATE
(Required for U.S. applicants)
Virginia
*COUNTRY
United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
22102
LEGAL ENTITY INFORMATION
TYPE
limited liability company
STATE/COUNTRY WHERE LEGALLY ORGANIZED
Virginia
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS
036
*IDENTIFICATION
Financial planning information services; Financial planning and investment advisory services; Services to evaluate financial preparation for
retirement; Providing financial and financial planning information; Providing a website featuring online tests in the nature of financial assessments related to estimating appropriate retirement
savings needs
FILING BASIS
SECTION 1(b)
INTERNATIONAL CLASS
044
*IDENTIFICATION
Psychological assessment services; Psychological assessment services in the field of financial planning and retirement planning, namely,
identifying investing themes based on an individual's personality profile, and providing investment solutions based on the results of the psychological assessments; Providing psychological profiles
and psychological record analysis and assessments via a website that are designed to provide custom tailored outputs
FILING BASIS
SECTION 1(b)
ATTORNEY INFORMATION
NAME
Ari Y. Friedman
FIRM NAME
The Law Office of Ari Y. Friedman
STREET
122 Swanhill Ct.
CITY
Pikesville
STATE
Maryland
COUNTRY
United States
ZIP/POSTAL CODE
21208
PHONE
443-928-3759
EMAIL ADDRESS
ariyfriedman@gmail.com
AUTHORIZED TO COMMUNICATE VIA EMAIL
Yes
CORRESPONDENCE INFORMATION
NAME
Ari Y. Friedman
FIRM NAME
The Law Office of Ari Y. Friedman
STREET
122 Swanhill Ct.
CITY
Pikesville
STATE
Maryland
COUNTRY
United States
ZIP/POSTAL CODE
21208
PHONE
443-928-3759
*EMAIL ADDRESS
ariyfriedman@gmail.com
*AUTHORIZED TO COMMUNICATE VIA EMAIL
Yes
FEE INFORMATION
APPLICATION FILING OPTION
TEAS RF
NUMBER OF CLASSES
2
APPLICATION FOR REGISTRATION PER CLASS
275
*TOTAL FEE DUE
550
*TOTAL FEE PAID
550
SIGNATURE INFORMATION
SIGNATURE
/ARI Y FRIEDMAN/
SIGNATORY'S NAME
Ari Y. Friedman
SIGNATORY'S POSITION
Attorney of Record, MD bar member
SIGNATORY'S PHONE NUMBER
443-928-3759
DATE SIGNED
05/14/2019
Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)
Trademark/Service Mark Application, Principal Register
Serial Number:88428817
Filing Date:05/14/2019
To the Commissioner for Trademarks:
MARK: RETIREMENT INCOME STYLE AWARENESS (Standard Characters, see mark)
The literal element of the mark consists of RETIREMENT INCOME STYLE AWARENESS.
The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Retirement Researcher, LLC, a limited liability company legally organized under the laws of Virginia, having an address of
Suite 1150
8200 Greensboro Drive
McLean, Virginia 22102
United States
requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C.
Section 1051 et seq.), as amended, for the following:
International Class 036: Financial planning information services; Financial planning and investment advisory services; Services to evaluate financial
preparation for retirement; Providing financial and financial planning information; Providing a website featuring online tests in the nature of financial assessments related to estimating appropriate
retirement savings needs
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
International Class 044: Psychological assessment services; Psychological assessment services in the field of financial planning and retirement planning,
namely, identifying investing themes based on an individual's personality profile, and providing investment solutions based on the results of the psychological assessments; Providing psychological
profiles and psychological record analysis and assessments via a website that are designed to provide custom tailored outputs
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
The applicant's current Attorney Information:
Ari Y. Friedman of The Law Office of Ari Y. Friedman 122 Swanhill Ct.
Pikesville, Maryland 21208
United States
443-928-3759(phone)
ariyfriedman@gmail.com (authorized)
The applicant's current Correspondence Information:
Ari Y. Friedman
The Law Office of Ari Y. Friedman
122 Swanhill Ct.
Pikesville, Maryland 21208
443-928-3759(phone)
ariyfriedman@gmail.com (authorized) E-mail Authorization: I authorize the USPTO to send e-mail correspondence concerning the application to the applicant, the applicant's attorney, or the applicant's domestic representative at
the e-mail address provided in this application. I understand that a valid e-mail address must be maintained and that the applicant or the applicant's attorney must file the relevant subsequent
application-related submissions via the Trademark Electronic Application System (TEAS). Failure to do so will result in the loss of TEAS Reduced Fee status and a requirement to submit an additional
processing fee of $125 per international class of goods/services.
A fee payment in the amount of $550 has been submitted with the application, representing payment for 2 class(es).
Declaration
Declaration Signature
Signature: /ARI Y FRIEDMAN/ Date: 05/14/2019
Signatory's Name: Ari Y. Friedman
Signatory's Position: Attorney of Record, MD bar member
Payment Sale Number: 88428817
Payment Accounting Date: 05/14/2019
Serial Number: 88428817
Internet Transmission Date: Tue May 14 09:19:33 EDT 2019
TEAS Stamp: USPTO/BAS-XX.XXX.XXX.XXX-201905140919331
13739-88428817-620e91ba636126795410bfed6
e2b79a5a084753ce339506b6d81f41c72269589a
2-CC-10209-20190514091734066892