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PRINCIPAL ASSET MANAGEMENT

97507615 | Trademark

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Filed July 18, 2022
Serial No. 97507615
Registered Dec. 19, 2023
Registration No. 7,245,987
Interlocutory Attorney YONG OH (RICHARD) KIM
Class Annuity underwriting; investment management of and distribution of annuities; issuance and administration of annuities; Annuity services, namely, account and investment administration; funds investment; trust and custodial services for retirement plans, namely, investment of funds for others in the field of mutual funds and individual retirement accounts; financial administration of employee pension plans; trust services, namely, investment and personal trust services; Financial retirement plan consulting and administrative services relating to nonqualified deferred compensation plans; financial services in the nature of an investment security; investment management services; mutual fund investment, distribution and brokerage; investment, distribution and brokerage of funds for others, said funds comprised of registered and non-registered securities; financial administration of employer-provided and individual pension and fixed investment income plans; registered investment advisory services and broker-dealer securities services, namely, broker-dealer financial services in the field of securities and providing investment advisory services; estate planning; financial planning; insurance administration in the field of life, disability, dental, vision, critical illness, accident, accidental death and dismemberment; financial administration and financial consulting in the field of employee benefit plans, namely, deferred compensation benefit plans, defined benefit pension plans, and defined contribution plans such as profit sharing, 401(k) and Employee Stock Ownership Plans; financial administration of cafeteria plans and other employee benefit plans; insurance underwriting and brokerage services for groups and individuals in the fields of life, disability and dental insurance; real estate mortgage lending and procurement of mortgage assets for others; maintaining real estate mortgage escrow accounts; real estate investment services; real estate management services; real estate services, namely, leasing of commercial real estate; financial investment in the field of real estate development; administration of employee welfare benefit plans concerning pre-paid dental plans and claims administration, namely, insurance claims processing; banking services, namely, savings account services, brokerage of money market funds, the provision of certificates of deposit held in IRAs; 100; 101; 102
PRINCIPAL ASSET MANAGEMENT
Case Type Service mark
Status Registered. The registration date is used to determine when post-registration maintenance documents are due.
Opposition 91291859
Principal Financial Services, Inc. v. Principle Abstract and Settlement Services, LLC
  • Principle Abstract and Settlement Services, LLC;
  • Principal Financial Services, Inc.;
Opposition 91290761
Principal Financial Services, Inc. v. W. Tyler Mercier
  • W. Tyler Mercier;
  • Principal Financial Services, Inc.;
Opposition 91289399
Principal Financial Services, Inc. v. Moneytree, Inc.
  • Moneytree, Inc.;
  • Principal Financial Services, Inc.;
Last Updated: 6 months ago
Filing Date # Docket Text