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SRS SLAVIC RETIREMENT SERVICES
By: SLAVIC INTEGRATED ADMINISTRATION, INC.
Financial and investment services, namely, financial asset acquisition consultation, investment consultation, investment advisory services, and development of investment strategies; Financial asset management; Wealth management services; Financial planning for retirement, including non-qualified retirement plans; Financial planning services, namely, non-qualified retirement plans, budgeting, savings planning, retirement planning, investment ...
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Status Alert: On Tuesday, July 07, 2026, the status for the SRS SLAVIC RETIREMENT SERVICES mark changed to NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER .
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On Tuesday, July 07, 2026, a U.S federal trademark application was filed for SRS SLAVIC RETIREMENT SERVICES by SLAVIC INTEGRATED ADMINISTRATION, INC., 1075 Broken Sound Pkwy NW #100, Boca Raton, FL. The USPTO has assigned the SRS SLAVIC RETIREMENT SERVICES mark the serial number 99927632. The SRS SLAVIC RETIREMENT SERVICES mark has been filed in the category Computer and Software Products and Electrical and Scientific Products, Insurance and Financial Services, Computer and Software Services and Scientific Services. The owner of the SRS SLAVIC RETIREMENT SERVICES mark is listed as SLAVIC INTEGRATED ADMINISTRATION, INC., 1075 Broken Sound Pkwy NW #100, Boca Raton, FL. The correspondent for the SRS SLAVIC RETIREMENT SERVICES mark is Kevin J. Soucek MCDONALD HOPKINS LLC of 600 SUPERIOR AVENUE EAST, SUITE 2100, Cleveland, OH 44114, United States. If you have licensing, usage or other questions concerning the SRS SLAVIC RETIREMENT SERVICES mark, please contact the owner through the listed correspondent. The description provided for the SRS SLAVIC RETIREMENT SERVICES mark is Financial and investment services, namely, financial asset acquisition consultation, investment consultation, investment advisory services, and development of investment strategies; Financial asset management; Wealth management services; Financial planning for retirement, including non-qualified retirement plans; Financial planning services, namely, non-qualified retirement plans, budgeting, savings planning, retirement planning, investment ... |
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| Word Mark: | SRS SLAVIC RETIREMENT SERVICES |
| Status: | NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date: | 07/07/2026 |
| Serial Number: | 99927632 |
| Filing Date: | 07/07/2026 |
| Registration Number: | Not Available |
| Registration Date: | Not Available |
| Goods and Services: | Financial and investment services, namely, financial asset acquisition consultation, investment consultation, investment advisory services, and development of investment strategies; Financial asset management; Wealth management services; Financial planning for retirement, including non-qualified retirement plans; Financial planning services, namely, non-qualified retirement plans, budgeting, savings planning, retirement planning, investment strategy development, and wealth planning; Financial planning for retirement; Financial retirement plan consulting services for qualified retirement plans, non-qualified retirement plans, non-qualified deferred compensation plans, executive deferred compensation plans, supplemental executive retirement plans (SERPs), 401(k) plans, 457(b) plans, and 457(f) plans; Financial consultation in the field of retirement plan administration, retirement plan recordkeeping, asset recordkeeping, 401(k) benefit plans, qualified retirement plans, non-qualified retirement plans, and non-qualified deferred compensation plans; Retirement plan administration services, namely, third-party administration of 401(k) retirement plans, qualified retirement plans, non-qualified retirement plans, and non-qualified deferred compensation plans; Financial administration of non-qualified retirement plans, non-qualified deferred compensation plans, executive deferred compensation plans, supplemental executive retirement plans (SERPs), 457(b) plans, and 457(f) plans; Retirement plan recordkeeping services for qualified retirement plans, non-qualified retirement plans, non-qualified deferred compensation plans, 401(k) plans, individual retirement accounts, multiple employer plans, pooled employer plans, and single employer plans; Retirement plan compliance support services, namely, financial administration and financial recordkeeping services designed to assist retirement plans with compliance with federal retirement plan requirements; Administration of multiple employer retirement plans; Administration of pooled employer retirement plans; Administration of single employer retirement plans; Pooled plan provider services, namely, serving as a pooled plan provider for pooled employer retirement plans; Financial fiduciary services for retirement plans; Investment fiduciary services for retirement plan assets; Individual retirement account services, namely, providing traditional and Roth IRA accounts; 401(k) rollover services; Investment advisory services; Investment management services, namely, serving as a discretionary investment manager for retirement plan assets, non-qualified retirement plan assets, and wealth management accounts; Securities brokerage and investment brokerage services; Estate planning consultation services; Insurance consultation services in the field of financial protection planning; Tax planning consultation services; Financial transaction services, namely, processing of retirement plan contributions; Financial transaction services, namely, processing of retirement plan loan and hardship distributions; Providing financial information in the field of retirement savings, wealth management, non-qualified retirement plans, investment strategy, and portfolio management via a website Downloadable mobile application for managing retirement savings accounts, investment accounts, wealth management accounts, qualified retirement plan accounts, non-qualified retirement plan accounts, and investments; Downloadable software for accessing and managing retirement plan information, retirement savings accounts, investment portfolios, non-qualified deferred compensation plan accounts, and wealth management accounts Software as a service (SaaS) featuring software for retirement plan administration, retirement plan management, retirement plan recordkeeping, participant account management, financial advisor account management, and plan sponsor account management; Software as a service (SaaS) featuring software for administration and management of qualified retirement plans, non-qualified retirement plans, non-qualified deferred compensation plans, executive deferred compensation plans, supplemental executive retirement plans (SERPs), 401(k) plans, 457(b) plans, and 457(f) plans; Providing temporary use of online, non-downloadable software for wealth management, financial planning, retirement planning, retirement savings planning, investment risk assessment, portfolio monitoring, and investment account management; Providing temporary use of online, non-downloadable software for creating customized retirement savings plans; Providing temporary use of online, non-downloadable software for generating retirement plan proposals, sales prospecting materials, and value propositions for potential retirement plan clients; Providing temporary use of online, non-downloadable software portals for retirement plan account management by plan sponsors, financial advisors, participants, employers, and plan administrators; Providing temporary use of online, non-downloadable software tools for retirement savings calculation, retirement income planning, non-qualified deferred compensation plan modeling, and investment risk assessment |
| Type Of Mark: | Trademark, Service Mark |
| Register Type: | Principal |
| Published For Opposition Date: | Not Available |
| Current Owner: | SLAVIC INTEGRATED ADMINISTRATION, INC. 1075 Broken Sound Pkwy NW #100 Boca Raton, FL 33487 UNITED STATES |
| Mark Description: | The mark consists of a design of three vertical bars of increasing height from left to right above a curved line, positioned to the left of the wording "SRS". Below this is the wording "SLAVIC RETIREMENT" above the wording "SERVICES", which is centered between two horizontal lines. |
| Mark Drawing Type: | Not Available |
| Design Search: | Three or more rectangles (Geometric figures and solids - Rectangles) Horizontal line(s), band(s) or bar(s) (Geometric figures and solids - Lines, bands, bars) Curved line(s), band(s) or bar(s) (Geometric figures and solids - Lines, bands, bars) |
| Disclaimer: | Not Available |
| Correspondent: | Kevin J. Soucek MCDONALD HOPKINS LLC 600 SUPERIOR AVENUE EAST, SUITE 2100 Cleveland, OH 44114 United States |
Class Information
| International Class(es): | 009 |
| US Class(es): | 021, 023, 026, 036, 038 |
| Primary Class: | Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| Class(es) Status: | Active |
| First Use Anywhere: | Not Available |
| First Use In Commerce: | Not Available |
| International Class(es): | 036 |
| US Class(es): | 100, 101, 102 |
| Primary Class: | Insurance; financial affairs; monetary affairs; real estate affairs. |
| Class(es) Status: | Active |
| First Use Anywhere: | Not Available |
| First Use In Commerce: | Not Available |
| International Class(es): | 042 |
| US Class(es): | 100, 101 |
| Primary Class: | Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| Class(es) Status: | Active |
| First Use Anywhere: | Not Available |
| First Use In Commerce: | Not Available |
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