MANAGED ADVICE

Transamerica Corporation

Application Filed: 2021-04-12
Trademark Application Details
Trademark Logo MANAGED ADVICE

Mark For: MANAGED ADVICE™ trademark registration is intended to cover the categories of 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.

Status

2021-04-15 UTC
LIVE APPLICATION Awaiting Examination
The trademark application has been accepted by the Office (has met the minimum filing requirements) and has not yet been assigned to an examiner.


Research OneLook Acronym Finder
Serial Number90638357
Mark Literal ElementsMANAGED ADVICE
Mark Drawing Type4 - STANDARD CHARACTER MARK
Mark TypeService Mark
Current LocationNEW APPLICATION PROCESSING 2021-04-15
Basis1(a)
Class StatusACTIVE
Primary US Classes
  • 100: Miscellaneous
  • 101: Advertising and Business
  • 102: Insurance and Financial
Primary International Class
  • 036 - Primary Class
  • (Insurance and financial) Insurance; financial affairs; monetary affairs; real estate affairs.
Filed UseYes
Current UseYes
Intent To UseNo
Filed ITUNo
44D FiledNo
44E CurrentNo
66A CurrentNo
Current BasisNo
No BasisNo

Timeline

2014-01-21Date of First Use
2014-01-21Date of Use In Commerce
2021-04-12Application Filed
2021-04-15Location: NEW APPLICATION PROCESSING
2021-04-15Status: Live/Pending
2021-04-15Status: New application will be assigned to an examining attorney approximately 3 months after filing date.
2021-04-15Transaction Date

Trademark Parties (Applicants & Owners)

Party: Transamerica Corporation
AddressMS 3590 6400 C Street SW Cedar Rapids, IOWA UNITED STATES 52499
Legal Entity TypeCorporation
Legal Entity StateDELAWARE

Documents

ApplicationMULTI2021-04-12
DrawingJPEG2021-04-12
SpecimenJPEG2021-04-12

Attorney of Record

TRANSAMERICA CORPORATION
6400 C STREET SW
MS 3590
CEDAR RAPIDS, IA 52499

Good, Services, and Codes

International Codes:36
U.S. Codes:100,101,102
Type CodeType
D10000"ADVICE"
GS0361Financial services, namely, financial planning services for retirement, financial retirement plan consulting and advisory services; investment advisory services; investment advice; investment management services; financial administration of retirement and pension plans, defined contribution plans, defined employee benefit plans concerning insurance and finance, 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 individuals, retirement plan advisors and consultants, plan sponsors and plan participants, with educational information and financial 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; financial management in the field of investment portfolios, namely, financial asset allocation; financial management in the field of investment portfolios, namely, providing financial asset allocation customized to an individual's risk tolerance; all of the foregoing provided via the Internet, global networks, cloud computing, social media, blogs, telephone, in person, e-mail and facsimile, and to organizations in the nature of corporations, governmental organizations, educational institutions, hospitals, foundations, not-for-profit organizations, and healthcare organizations

Trademark Filing History

DescriptionDateProceeding Number
NEW APPLICATION ENTERED IN TRAM2021-04-15

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