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 1957 (Rev 10/2011) |
OMB No. 0651-0050 (Exp 09/20/2020) |
Response to Office Action
The table below presents the data as entered.
Input Field
|
Entered
|
SERIAL NUMBER |
88428817 |
LAW OFFICE ASSIGNED |
LAW OFFICE 106 |
MARK SECTION |
MARK |
http://uspto.report/TM/88428817/mark.png |
LITERAL ELEMENT |
RETIREMENT INCOME STYLE AWARENESS |
STANDARD CHARACTERS |
YES |
USPTO-GENERATED IMAGE |
YES |
MARK STATEMENT |
The mark consists of standard characters, without claim to any particular font style, size or color. |
OWNER SECTION (current) |
NAME |
Retirement Researcher, LLC |
INTERNAL ADDRESS |
Suite 1150 |
STREET |
8200 Greensboro Drive |
CITY |
McLean |
STATE |
Virginia |
ZIP/POSTAL CODE |
22102 |
COUNTRY |
United States |
OWNER SECTION (proposed) |
NAME |
Retirement Researcher, LLC |
INTERNAL ADDRESS |
Suite 350 |
STREET |
1900 Gallows Rd. |
CITY |
Tysons |
STATE |
Virginia |
ZIP/POSTAL CODE |
22182 |
COUNTRY |
United States |
GOODS AND/OR SERVICES SECTION (036)(no change) |
GOODS AND/OR SERVICES SECTION (044)(current) |
INTERNATIONAL CLASS |
044 |
DESCRIPTION |
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) |
GOODS AND/OR SERVICES SECTION (044)(proposed) |
INTERNATIONAL CLASS |
044 |
TRACKED TEXT DESCRIPTION |
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 |
FINAL DESCRIPTION |
Psychological assessment services; |
FILING BASIS |
Section 1(b) |
ADDITIONAL STATEMENTS SECTION |
DISCLAIMER |
No claim is made to the exclusive right to use Retirement Income apart from the mark as shown. |
SIGNIFICANCE OF MARK |
RETIREMENT INCOME STYLE AWARENESS appearing in the mark has no significance nor is it a term of art in the relevant trade or industry or as
used in connection with the goods/services/collective membership organization listed in the application, or any geographical significance. |
ATTORNEY SECTION (current) |
NAME |
Ari Y. Friedman |
ATTORNEY BAR MEMBERSHIP NUMBER |
NOT SPECIFIED |
YEAR OF ADMISSION |
NOT SPECIFIED |
U.S. STATE/ COMMONWEALTH/ TERRITORY |
NOT SPECIFIED |
FIRM NAME |
THE LAW OFFICE OF ARI Y. FRIEDMAN |
STREET |
122 SWANHILL CT. |
CITY |
PIKESVILLE |
STATE |
Maryland |
POSTAL CODE |
21208 |
COUNTRY |
US |
PHONE |
443-928-3759 |
EMAIL |
ariyfriedman@gmail.com |
AUTHORIZED TO COMMUNICATE VIA EMAIL |
Yes |
ATTORNEY SECTION (proposed) |
NAME |
Ari Y. Friedman |
ATTORNEY BAR MEMBERSHIP NUMBER |
XXX |
YEAR OF ADMISSION |
XXXX |
U.S. STATE/ COMMONWEALTH/ TERRITORY |
XX |
FIRM NAME |
THE LAW OFFICE OF ARI Y. FRIEDMAN |
STREET |
122 SWANHILL CT. |
CITY |
PIKESVILLE |
STATE |
Maryland |
POSTAL CODE |
21208 |
COUNTRY |
United States |
PHONE |
443-928-3759 |
EMAIL |
ariyfriedman@gmail.com |
AUTHORIZED TO COMMUNICATE VIA EMAIL |
Yes |
CORRESPONDENCE SECTION (current) |
NAME |
ARI Y. FRIEDMAN |
FIRM NAME |
THE LAW OFFICE OF ARI Y. FRIEDMAN |
STREET |
122 SWANHILL CT. |
CITY |
PIKESVILLE |
STATE |
Maryland |
POSTAL CODE |
21208 |
COUNTRY |
US |
PHONE |
443-928-3759 |
EMAIL |
ariyfriedman@gmail.com |
AUTHORIZED TO COMMUNICATE VIA EMAIL |
Yes |
CORRESPONDENCE SECTION (proposed) |
NAME |
Ari Y. Friedman |
FIRM NAME |
THE LAW OFFICE OF ARI Y. FRIEDMAN |
STREET |
122 SWANHILL CT. |
CITY |
PIKESVILLE |
STATE |
Maryland |
POSTAL CODE |
21208 |
COUNTRY |
United States |
PHONE |
443-928-3759 |
EMAIL |
ariyfriedman@gmail.com |
AUTHORIZED TO COMMUNICATE VIA EMAIL |
Yes |
SIGNATURE SECTION |
RESPONSE 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 |
09/24/2019 |
AUTHORIZED SIGNATORY |
YES |
FILING INFORMATION SECTION |
SUBMIT DATE |
Tue Sep 24 15:05:32 EDT 2019 |
TEAS STAMP |
USPTO/ROA-XXX.XX.XXX.XXX-
20190924150532698820-8842
8817-61052e747313996ccfff
3fe745f5bc8d18ff2ff11d6b5
2d0f98691176cb59f8-N/A-N/
A-20190924145517962471 |
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 1957 (Rev 10/2011) |
OMB No. 0651-0050 (Exp 09/20/2020) |
Response to Office Action
To the Commissioner for Trademarks:
Application serial no.
88428817 RETIREMENT INCOME STYLE AWARENESS(Standard Characters, see http://uspto.report/TM/88428817/mark.png) has been amended as follows:
CLASSIFICATION AND LISTING OF GOODS/SERVICES
Applicant proposes to amend the following class of goods/services in the application:
Current: Class 044 for 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
Original Filing Basis:
Filing Basis: Section 1(b), Intent to Use: For a trademark or service mark application: As of the application filing date, the applicant had a bona fide intention, and was
entitled, to use the mark in commerce on or in connection with the identified goods/services in the application.
For a collective trademark, collective service mark, or collective membership
mark application: As of the application filing date, the applicant had a bona fide intention, and was entitled, to exercise legitimate control over the use of the mark in commerce by members
on or in connection with the identified goods/services/collective membership organization.
For a certification mark application: As of the application filing date, the applicant had a
bona fide intention, and was entitled, to exercise legitimate control over the use of the mark in commerce by authorized users in connection with the identified goods/services, and the applicant will
not engage in the production or marketing of the goods/services to which the mark is applied, except to advertise or promote recognition of the certification program or of the goods/services that
meet the certification standards of the applicant.
Proposed:
Tracked Text Description: 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 outputsClass 044
for Psychological assessment services;
Filing Basis: Section 1(b), Intent to Use: For a trademark or service mark application: As of the application filing date, the applicant had a bona fide intention, and was
entitled, to use the mark in commerce on or in connection with the identified goods/services in the application.
For a collective trademark, collective service mark, or collective membership
mark application: As of the application filing date, the applicant had a bona fide intention, and was entitled, to exercise legitimate control over the use of the mark in commerce by members
on or in connection with the identified goods/services/collective membership organization.
For a certification mark application: As of the application filing date, the applicant had a
bona fide intention, and was entitled, to exercise legitimate control over the use of the mark in commerce by authorized users in connection with the identified goods/services, and the applicant will
not engage in the production or marketing of the goods/services to which the mark is applied, except to advertise or promote recognition of the certification program or of the goods/services that
meet the certification standards of the applicant.
APPLICANT AND/OR ENTITY INFORMATION
Applicant proposes to amend the following:
Current: Retirement Researcher, LLC, a limited liability company legally organized under the laws of Virginia, having an address of
Suite 11508200 Greensboro Drive
McLean, Virginia 22102
United States
Proposed: Retirement Researcher, LLC, a limited liability company legally organized under the laws of Virginia, having an address of
Suite 350
1900 Gallows Rd.
Tysons, Virginia 22182
United States
The applicant's current attorney information: Ari Y. Friedman. Ari Y. Friedman of THE LAW OFFICE OF ARI Y. FRIEDMAN, is located at
122 SWANHILL CT.
PIKESVILLE, Maryland 21208
US
The phone number is 443-928-3759.
The email address is ariyfriedman@gmail.com
The applicants proposed attorney information: Ari Y. Friedman. Ari Y. Friedman of THE LAW OFFICE OF ARI Y. FRIEDMAN, is a member of the XX bar, admitted to the bar in XXXX, bar membership no.
XXX, is located at
122 SWANHILL CT.
PIKESVILLE, Maryland 21208
United States
The phone number is 443-928-3759.
The email address is ariyfriedman@gmail.com
Ari Y. Friedman submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S.
Commonwealth or territory.
The applicant's current correspondence information: ARI Y. FRIEDMAN. ARI Y. FRIEDMAN of THE LAW OFFICE OF ARI Y. FRIEDMAN, is located at
122 SWANHILL CT.
PIKESVILLE, Maryland 21208
US
The phone number is 443-928-3759.
The email address is ariyfriedman@gmail.com
The applicants proposed correspondence information: Ari Y. Friedman. Ari Y. Friedman of THE LAW OFFICE OF ARI Y. FRIEDMAN, is located at
122 SWANHILL CT.
PIKESVILLE, Maryland 21208
United States
The phone number is 443-928-3759.
The email address is ariyfriedman@gmail.com
ADDITIONAL STATEMENTS
Disclaimer
No claim is made to the exclusive right to use Retirement Income apart from the mark as shown.
Significance of wording, letter(s), or numeral(s)
RETIREMENT INCOME STYLE AWARENESS appearing in the mark has no significance nor is it a term of art in the relevant trade or industry or as used in connection with the goods/services/collective
membership organization listed in the application, or any geographical significance.
SIGNATURE(S)
Response Signature
Signature: /ARI Y FRIEDMAN/ Date: 09/24/2019
Signatory's Name: Ari Y. Friedman
Signatory's Position: Attorney of Record, MD bar member
Signatory's Phone Number: 443-928-3759
The signatory has confirmed that he/she is a U.S.-licensed attorney who is an active member in good standing of the bar of the highest court of a U.S. state (including the District of Columbia and
any U.S. Commonwealth or territory); and he/she is currently the owner's/holder's attorney or an associate thereof; and to the best of his/her knowledge, if prior to his/her appointment another
U.S.-licensed attorney not currently associated with his/her company/firm previously represented the owner/holder in this matter: the owner/holder has revoked their power of attorney by a signed
revocation or substitute power of attorney with the USPTO; the USPTO has granted that attorney's withdrawal request; the owner/holder has filed a power of attorney appointing him/her in this matter;
or the owner's/holder's appointed U.S.-licensed attorney has filed a power of attorney appointing him/her as an associate attorney in this matter.
Mailing Address: ARI Y. FRIEDMAN
THE LAW OFFICE OF ARI Y. FRIEDMAN
122 SWANHILL CT.
PIKESVILLE, Maryland 21208
Mailing Address: Ari Y. Friedman
THE LAW OFFICE OF ARI Y. FRIEDMAN
122 SWANHILL CT.
PIKESVILLE, Maryland 21208
Serial Number: 88428817
Internet Transmission Date: Tue Sep 24 15:05:32 EDT 2019
TEAS Stamp: USPTO/ROA-XXX.XX.XXX.XXX-201909241505326
98820-88428817-61052e747313996ccfff3fe74
5f5bc8d18ff2ff11d6b52d0f98691176cb59f8-N
/A-N/A-20190924145517962471