AMERICAN FUNDS DISTRIBUTORS, INC.

 AMERICAN FUNDS DISTRIBUTORS, INC. contact information is shown below
Owner:AMERICAN FUNDS DISTRIBUTORS, INC.
Owner Address:333 South Hope Street, 55th Floor Los Angeles CA 90071
Owner Web Site
Owner Phone
Owner Toll Free
Owner Fax

 

Brands Owned byAMERICAN FUNDS DISTRIBUTORS, INC.

Brand:

A HISTORY OF CONSISTENTLY SUPERIOR LONG-TERM INVESTMENT RESULTS

Description:

mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

A MODEL PORTFOLIO FOR EVERY INVESTOR

Description:

Financial analysis and consultation; financial planning and investment advisory services; funds investment; Investment consultation; Investment management; investment of funds for others; mutual fund investment; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;

Category: FINANCIAL ANALYSIS CONSULTATION
Brand:

A PORTFOLIO FOR EVERY INVESTOR

Description:

mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

ALL-WEATHER FOUNDATION

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely investment management and distribution of variable annuities; fiduciary services, namely serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith, in International Class 036;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FLYER

Description:

In the statement, Column, 1 line1, AMERICAN FLYER is deleted, and AMERICAN FUNDS DISTRIBUTORS, INC. is inserted.;mutual fund investment services;AMERICAN;

Category: STATEMENT
Brand:

AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; [ fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; ] estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;2015 TARGET DATE RETIREMENT FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; [ fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; ] estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;2020 TARGET DATE RETIREMENT FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; [ fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; ] estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;2025 TARGET DATE RETIREMENT FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; [ fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; ] estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;2030 TARGET DATE RETIREMENT FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; [ fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; ] estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;2035 TARGET DATE RETIREMENT FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; [ fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; ] estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;2040 TARGET DATE RETIREMENT FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; [ fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; ] estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;2045 TARGET DATE RETIREMENT FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; [ fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; ] estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;AMERICAN FUNDS;2050 TARGET DATE RETIREMENT FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely investment management and distribution of variable annuities; fiduciary services, namely serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;2055 TARGET DATE RETIREMENT FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND

Description:

AMERICAN FUNDS TWO THOUSAND SIXTY TARGET DATE RETIREMENT FUND;[ Financial services, namely, financial analysis, evaluation and consultation; ] investment management and advice; mutual fund investment management, distribution [ and administration; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans ];As to American Funds;2060 TARGET DATE RETIREMENT FUND;

Category: AMERICAN FUNDS TWO THOUSAND SIXTY
Brand:

AMERICAN FUNDS BALANCED PORTFOLIO

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;AMERICAN FUNDS has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for related goods or services of U.S. Registration No(s). 2627929, 3183222, 3563152, 3774096 and others.;BALANCED PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS COLLEGE 2018 FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;As to AMERICAN FUNDS;COLLEGE 2018 FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS COLLEGE 2021 FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;As to AMERICAN FUNDS;COLLEGE 2021 FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS COLLEGE 2024 FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;As to AMERICAN FUNDS;COLLEGE 2024 FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS COLLEGE 2027 FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;As to AMERICAN FUNDS;COLLEGE 2027 FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS COLLEGE 2030 FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;As to AMERICAN FUNDS;COLLEGE 2030 FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS COLLEGE 2033 FUND

Description:

AMERICAN FUNDS COLLEGE TWO THOUSAND THIRTY THREE FUND;[ Financial services, namely, financial analysis, evaluation and consultation; ] investment management and advice; mutual fund investment management and distribution [ ; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith ];as to AMERICAN FUNDS;COLLEGE 2033 FUND;

Category: AMERICAN FUNDS COLLEGE TWO THOUSAND
Brand:

AMERICAN FUNDS COLLEGE 2036 FUND

Description:

AMERICAN FUNDS COLLEGE TWO THOUSAND THIRTY SIX FUND;Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution;as to AMERICAN FUNDS;FUNDS AND COLLEGE 2036 FUND;

Category: AMERICAN FUNDS COLLEGE TWO THOUSAND
Brand:

AMERICAN FUNDS COLLEGE ENROLLMENT FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely investment management and distribution of variable annuities; and estate planning;As to AMERICAN FUNDS;COLLEGE ENROLLMENT FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS COLLEGE TARGET DATE SERIES

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;As to AMERICAN FUNDS;COLLEGE TARGET DATE SERIES;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS CORPORATE BOND FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;CORPORATE BOND FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS DISTRIBUTORS

Description:

AMERICAN FUNDS DISTRIBUTORS;MUTUAL FUND INVESTMENT SERVICES;

Category: AMERICAN FUNDS DISTRIBUTORS
Brand:

AMERICAN FUNDS DISTRIBUTORS

Description:

mutual fund investment services;AS TO AMERICAN FUNDS;FUNDS DISTRIBUTORS;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

AMERICAN FUNDS DISTRIBUTORS

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; [ fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; ] estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;AMERICAN FUNDS;DISTRIBUTORS;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS EMERGING MARKETS BOND FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;EMERGING MARKETS BOND FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS FAXLINE

Description:

mutual fund investment services;as to AMERICAN FUNDS;FUNDS FAXLINE;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

AMERICAN FUNDS FUNDAMENTAL INVESTORS

Description:

[ Financial services, namely, financial analysis, evaluation and consultation; ] investment management and advice; mutual fund investment management and distribution [ ; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith ];as to AMERICAN FUNDS;INVESTORS;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS GLOBAL BALANCED FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely investment management and distribution of variable annuities; fiduciary services, namely serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith, in International Class 036;AMERICAN FUNDS has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for related goods or services of U.S. Registration No(s). 2627929.;GLOBAL BALANCED FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;AMERICAN FUNDS has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for related goods or services of U.S. Registration No(s). 2627929, 3183222, 3563152, 3774096 and others.;GLOBAL GROWTH PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;AMERICAN FUNDS has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for related goods or services of U.S. Registration No(s). 2627929, 3183222, 3563152, 3774096 and others.;GROWTH AND INCOME PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS GROWTH PORTFOLIO

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;AMERICAN FUNDS has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for related goods or services of U.S. Registration No(s). 2627929, 3183222, 3563152, 3774096 and others.;GROWTH PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS HYPOTHETICALS

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely investment management and distribution of variable annuities; fiduciary services, namely serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;HYPOTHETICALS;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS INCOME PORTFOLIO

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;AMERICAN FUNDS has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for related goods or services of U.S. Registration No(s). 2627929, 3183222, 3563152, 3774096 and others.;INCOME PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS INSURANCE SERIES

Description:

Mutual Fund Investment Services;as to AMERICAN FUNDS;INSURANCE SERIES;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

AMERICAN FUNDS INSURANCE SERIES, MORTGAGE INCOME FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely investment management and distribution of variable annuities; fiduciary services, namely serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS MONEY MARKET FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;AMERICAN FUNDS has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for related goods or services of U.S. Registration No(s). 2627929,3183222, 3563152, and others.;MONEY MARKET FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS MORTGAGE FUND

Description:

[ Financial services, namely, financial analysis, evaluation and consultation; ] investment management and advice; mutual fund investment management and distribution [ ; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith ];as to AMERICAN FUNDS;MORTGAGE FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS PERSONAL DEFINED BENEFIT PLAN

Description:

Mutual fund investment services;as to AMERICAN FUNDS;PERSONAL DEFINED BENEFIT PLAN;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

AMERICAN FUNDS PORTFOLIO ANALYZER

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;PORTFOLIO ANALYZER;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS PORTFOLIO RESOURCES

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;PORTFOLIO RESOURCES;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS PORTFOLIO SERIES

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely investment management and distribution of variable annuities; fiduciary services, namely serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith, in International Class 036;AMERICAN FUNDS has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for related goods or services of U.S. Registration No(s). 2627929.;PORTFOLIO SERIES;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS PREMIERPASSPORT

Description:

AMERICAN FUNDS PREMIER PASSPORT;as to AMERICAN FUNDS;Business administration services in the field of retirement plan recordkeeping, namely, assisting plan sponsors with conversions and upgrades from one retirement plan recordkeeping product offering to another;Providing temporary use of non-downloadable computer software for retirement plan recordkeeping services, namely, for upgrading and conversion from one retirement plan recordkeeping product offering to another; technical consulting and software support in connection therewith, namely, help desk services and troubleshooting of computer software problems;

Category: AMERICAN FUNDS PREMIER PASSPORT
Brand:

AMERICAN FUNDS PRESERVATION PORTFOLIO

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;AMERICAN FUNDS has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for related goods or services of U.S. Registration No(s). 2627929, 3183222, 3563152, 3774096 and others.;PRESERVATION PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS PRICE-IT TOOL

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely investment management and distribution of variable annuities; fiduciary services, namely serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans;as to AMERICAN FUNDS;TOOL;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS RETIREMENT ROADMAP

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans in connection with the aforementioned services;as to AMERICAN FUNDS;RETIREMENT ROADMAP;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS SERVICE COMPANY

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;Mutual fund investment investor recordkeeping; shareholder recordkeeping services in connection with employee benefit, pension and retirement plans;SERVICE COMPANY;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS SERVICE GROUP

Description:

mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;SHORT-TERM TAX-EXEMPT BOND FUND;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS TARGET DATE PROVIEW

Description:

AMERICAN FUNDS TARGET DATE PRO VIEW;Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management; estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;AS TO AMERICAN FUNDS;FUNDS TARGET DATE;

Category: AMERICAN FUNDS TARGET DATE PRO
Brand:

AMERICAN FUNDS TARGET DATE RETIREMENT SERIES

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; [ fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; ] estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;TARGET DATE RETIREMENT SERIES;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS TAX-ADVANTAGED INCOME PORTFOLIO

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;AMERICAN FUNDS has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for related goods or services of U.S. Registration No(s). 2627929, 3183222, 3563152, 3774096 and others.;TAX-ADVANTAGED INCOME PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;AMERICAN FUNDS has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for related goods or services of U.S. Registration No(s). 2627929, 3183222, 3563152, 3774096 and others.;TAX-EXEMPT PRESERVATION PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

AMERICAN FUNDSLINE

Description:

AMERICAN FUNDS LINE;MUTUAL FUND INFORMATION SERVICES, NAMELY, PROVIDING SHARE BALANCE, CURRENT SHARE PRICE AND CONFIRMATION OF ACCOUNT TRANSACTIONS TO SUBSCRIBERS VIA TELEPHONE;

Category: AMERICAN FUNDS LINE
Brand:

AMERICAN LEGACY

Description:

The drawing is amended to appear as follows: AMERICAN LEGACY;VARIABLE ANNUITY UNDERWRITING SERVICES;AMERICAN;

Category: DRAWING AMENDED
Brand:

AMERICAN LEGACY

Description:

Financial services, namely, annuity services, namely, investment management and distribution of variable annuities; and administration of employee benefit, pension and retirement plans and recordkeeping in connection therewith;Color is not claimed as a feature of the mark.;

Category: FINANCIAL SERVICES
Brand:

AMERICAN LEGACY ESTATE BUILDER

Description:

mutual fund investment services;ESTATE;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

AMERICAN LEGACY ESTATE BUILDER

Description:

mutual fund investment services;ESTATE BUILDER;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

AMERICAN LEGACY II

Description:

AMERICAN LEGACY 2;VARIABLE ANNUITY UNDERWRITING SERVICES;

Category: AMERICAN LEGACY
Brand:

AMERICAN LEGACY II

Description:

AMERICAN LEGACY 2;VARIABLE ANNUITY UNDERWRITING SERVICES;

Category: AMERICAN LEGACY
Brand:

AMERICAN LEGACY III

Description:

mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

AMERICAN LEGACY III

Description:

mutual fund investment services;AMERICAN;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

AMERICAN LEGACY LIFE

Description:

VARIABLE UNIVERSAL LIFE INSURANCE UNDERWRITING SERVICES;LIFE;

Category: VARIABLE UNIVERSAL LIFE INSURANCE UNDERWRITING
Brand:

AMERICAN LEGACY LIFE

Description:

VARIABLE UNIVERSAL LIFE INSURANCE UNDERWRITING SERVICES;LIFE;

Category: VARIABLE UNIVERSAL LIFE INSURANCE UNDERWRITING
Brand:

AMERICAN LEGACY SHAREHOLDER'S ADVANTAGE

Description:

Financial services, namely, annuity services, namely, investment management and distribution of variable annuities; and administration of employee benefit, pension and retirement plans and recordkeeping in connection therewith;AMERICAN LEGACY SHAREHOLDERS ADVANTAGE;SHAREHOLDER'S;

Category: FINANCIAL SERVICES
Brand:

BREAK AWAY FROM THE PACK

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans;

Category: FINANCIAL SERVICES
Brand:

CAN I GIVE MY HARDWORKING PEOPLE THE 401(K) THAT THEY DESERVE?

Description:

CAN I GIVE MY HARDWORKING PEOPLE THE FOUR ZERO ONE(K) THAT THEY DESERVE?;Financial analysis and consultation; Financial planning and investment advisory services; Investment consultation; Investment management; Investment of funds for others; Funds investment; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;

Category: GIVE MY HARDWORKING
Brand:

CAN I GIVE MY HARDWORKING PEOPLE THE TARGET DATE SERIES THAT THEY DESERVE?

Description:

Financial analysis and consultation; Financial planning and investment advisory services; Funds investment; Investment consultation; Investment management; Investment of funds for others; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;

Category: FINANCIAL ANALYSIS CONSULTATION
Brand:

CAPITAL WORLD OPPORTUNITIES FUND

Description:

Mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

CONSERVATIVE EQUITY FOUNDATION

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;EQUITY;

Category: FINANCIAL SERVICES
Brand:

FOR THE SERIOUS INVESTOR

Description:

mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

FOR YOUR SERIOUS MONEY

Description:

mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

FUND FACTS

Description:

IN THE STATEMENT, COLUMN 2, AFTER LINE 2, NO CLAIM IS MADE TO THE EXCLUSIVE RIGHT TO USE FUND APART FROM THE MARK AS SHOWN. IS INSERTED, AND THE DRAWING IS AMENDED TO APPEAR AS FOLLOWS: FUND FACTS;FUND FACTS;MUTUAL FUND INVESTMENT SERVICES;FUND;

Category: IN STATEMENT
Brand:

FUNDSLINE ONLINE

Description:

FUNDS LINE ON LINE;mutual fund investment services;ONLINE;

Category: FUNDS LINE ON LINE
Brand:

FUNDSLINK

Description:

FUNDS LINK;mutual fund investment services;

Category: FUNDS LINK
Brand:

HELPING INVESTORS SUCCEED

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;

Category: FINANCIAL SERVICES
Brand:

HELPING INVESTORS SUCCEED OVER THE LONG-TERM

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;

Category: FINANCIAL SERVICES
Brand:

HELPING LONG-TERM INVESTORS SUCCEED

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;

Category: FINANCIAL SERVICES
Brand:

INCOME 36

Description:

MUTUAL FUND INVESTMENT SERVICES;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

INCOME FOUNDATION

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;

Category: FINANCIAL SERVICES
Brand:

INFOLINE

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management, distribution and administration; annuity services, namely investment management and distribution of variable annuities; fiduciary services, namely serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans and recordkeeping in connection therewith.;INFORMATION LINE;

Category: FINANCIAL SERVICES
Brand:

LA OPCIƓN CORRECTA DE LARGO PLAZO

Description:

Financial services, namely, mutual fund investment management, distribution and investor record keeping; financial consultation; administration of employee benefit, pension and retirement plans and record keeping in connection therewith;The foreign wording in the mark translates into English as The Right Choice for the Long Term.;

Category: FINANCIAL SERVICES
Brand:

LINCOLN AMERICAN LEGACY RETIREMENT

Description:

Annuity underwriting;RETIREMENT;

Category: ANNUITY UNDERWRITING
Brand:

OBJECTIVE-BASED PORTFOLIO PLANNER

Description:

Providing temporary use of on-line non-downloadable software development tools for use in financial analysis in the fields of investment and retirement planning;

Category: PROVIDING TEMPORARY USE ON LINE
Brand:

OBJECTIVE-BASED PORTFOLIO PLANNER

Description:

Providing on-line financial calculators;

Category: PROVIDING ON LINE FINANCIAL CALCULATORS
Brand:

PERSONAL BENEFIT PLAN

Description:

mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

PERSONAL DEFINED BENEFIT PLAN

Description:

mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

PERSONAL DEFINED BENEFIT PLAN

Description:

Mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

PLANCONNECT

Description:

Mutual Fund Investment Services;PLAN CONNECT;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

PLANPREMIER TPA

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;PLAN PREMIER TPA;Mutual fund investment investor recordkeeping; Shareholder recordkeeping services in connection with employee benefit, pension and retirement plans;TPA;

Category: FINANCIAL SERVICES
Brand:

PORTFOLIO ANALYZER

Description:

Providing temporary use of on-line non-downloadable software development tools for use in financial analysis in the fields of investment and retirement planning;

Category: PROVIDING TEMPORARY USE ON LINE
Brand:

PORTFOLIO ANALYZER

Description:

Providing on-line financial calculators;

Category: PROVIDING ON LINE FINANCIAL CALCULATORS
Brand:

PREMIERPASSPORT

Description:

PREMIER PASSPORT;Business administration services in the field of retirement plan recordkeeping, namely, assisting plan sponsors with conversions and upgrades from one retirement plan recordkeeping product offering to another;Providing temporary use of non-downloadable computer software for retirement plan recordkeeping services, namely, for upgrading and conversion from one retirement plan recordkeeping product offering to another; technical consulting and software support in connection therewith, namely, help desk services and troubleshooting of computer software problems;

Category: PREMIER PASSPORT
Brand:

PRICE-IT

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely investment management and distribution of variable annuities; fiduciary services, namely serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;

Category: FINANCIAL SERVICES
Brand:

PRICE-IT TOOL

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely investment management and distribution of variable annuities; fiduciary services, namely serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;TOOL;

Category: FINANCIAL SERVICES
Brand:

PRICE-IT TOOL

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; fiduciary services, namely serving as trustee for directed and discretionary trust accounts; and financial administration of employee benefit, pension and retirement plans in connection therewith, in International Class 036;

Category: FINANCIAL SERVICES
Brand:

RECORDKEEPER CONNECT

Description:

Financial services, namely, mutual fund investment management, distribution and investor recordkeeping; financial consultation; administration of employee benefit, pension and retirement plans and recordkeeping in connection therewith;RECORD KEEPER CONNECT;RECORDKEEPER;

Category: FINANCIAL SERVICES
Brand:

RECORDKEEPER DIRECT

Description:

Financial services, namely, mutual fund investment management, distribution and investor recordkeeping; financial consultation; administration of employee benefit, pension and retirement plans and recordkeeping in connection therewith;RECORD KEEPING DIRECT;RECORDKEEPER;

Category: FINANCIAL SERVICES
Brand:

TEAMSWORK!

Description:

Fund investment consultation; Investment of funds for others; Mutual fund investment;TEAMS WORK;

Category: FUND INVESTMENT CONSULTATION
Brand:

TEAMSWORK!

Description:

The term TEAMS appears in the color teal and the term WORK! appears in the color green.;Fund investment consultation; Investment of funds for others; Mutual fund investment;TEAMS WORK!;The color(s) teal and green is/are claimed as a feature of the mark.;

Category: TERM TEAMS APPEARS
Brand:

THE 401(K) THAT THEY DESERVE.

Description:

THE FOUR HUNDRED ONE (K) THAT THEY DESERVE.;Financial analysis and consultation; Financial planning and investment advisory services; Investment consultation; Investment management; Investment of funds for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Funds investment; Mutual fund investment;

Category: FOUR HUNDRED ONE K
Brand:

THE ACTIVE ADVANTAGE

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;

Category: FINANCIAL SERVICES
Brand:

THE AMERICAN FUNDS ADVANTAGE

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith;as to AMERICAN FUNDS;

Category: FINANCIAL SERVICES
Brand:

THE AMERICAN FUNDS GROUP

Description:

IN THE STATEMENT, COLUMN 1, LINE 1, THE AMERICAN FUNDS GROUP SHOULD BE DELETED AND AMERICAN FUNDS DISTRIBUTORS, INC. SHOULD BE INSERTED.;MUTUAL FUND INVESTMENT SERVICES;FUNDS GROUP;

Category: IN STATEMENT
Brand:

THE AMERICAN FUNDS GROUP

Description:

MUTUAL FUND INVESTMENT SERVICES;FUNDS GROUP;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

THE AMERICAN FUNDS GROUP

Description:

Mutual fund investment services;GROUP;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

THE AMERICAN FUNDS INSURANCE SERIES

Description:

Mutual Fund Investment Services;as to AMERICAN FUNDS;INSURANCE SERIES;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

THE AMERICAN FUNDS INVESTOR

Description:

MUTUAL FUND INVESTMENT SERVICES;FUNDS INVESTOR;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

THE AMERICAN FUNDS INVESTOR

Description:

investment newsletter for mutual fund shareholders;

Category: INVESTMENT NEWSLETTER MUTUAL FUND
Brand:

THE AMERICAN LEGACY

Description:

VARIABLE ANNUITY CONTRACTS;AMERICAN;

Category: VARIABLE ANNUITY CONTRACTS
Brand:

THE AMERICAN LEGACY

Description:

VARIABLE ANNUITY UNDERWRITING SERVICES;THE DRAWING IS LINED FOR THE COLORS BLUE AND RED.;

Category: VARIABLE ANNUITY UNDERWRITING SERVICES
Brand:

THE AMERICAN LEGACY

Description:

VARIABLE ANNUITY UNDERWRITING SERVICES;

Category: VARIABLE ANNUITY UNDERWRITING SERVICES
Brand:

THE FLYER

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management, distribution and administration; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans and record keeping in connection therewith;

Category: FINANCIAL SERVICES
Brand:

THE INVESTMENT COMPANY OF THE WORLD

Description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;

Category: FINANCIAL SERVICES
Brand:

THE NEW MATH OF RETIREMENT

Description:

THE DRAWING IS AMENDED TO APPEAR AS FOLLOWS: THE NEW MATH OF RETIREMENT;Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, pension and retirement plans in connection therewith;RETIREMENT;

Category: DRAWING AMENDED
Brand:

THE RIGHT PARTNER FOR THE LONG TERM INVESTOR

Description:

Mutual Fund Investment Services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

THE TARGET DATE SERIES THAT THEY DESERVE.

Description:

Financial analysis and consultation; Financial planning and investment advisory services; Investment consultation; Investment management; Investment of funds for others; Funds investment; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;

Category: FINANCIAL ANALYSIS CONSULTATION
Brand:

THERE'S NO SUCH THING AS A LUCKY MARATHON RUNNER.

Description:

THERE IS NO SUCH THING AS A LUCKY MARATHON RUNNER;mutual fund investment services;

Category: NO SUCH THING
Brand:

TIME-BASED PORTFOLIO PLANNER

Description:

Providing temporary use of on-line non-downloadable software development tools for use in financial analysis in the fields of investment and retirement planning;

Category: PROVIDING TEMPORARY USE ON LINE
Brand:

TIME-BASED PORTFOLIO PLANNER

Description:

Providing on-line financial calculators;

Category: PROVIDING ON LINE FINANCIAL CALCULATORS
Brand:

TRIAD

Description:

MUTUAL FUND INVESTMENT SERVICES;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

TRICAP

Description:

MUTUAL FUND INVESTMENT SERVICES;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

TRICAP

Description:

mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

YOUR RETIREMENT RESOURCE

Description:

mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

YOUR RETIREMENT RESOURCE

Description:

mutual fund investment services;

Category: MUTUAL FUND INVESTMENT SERVICES
Brand:

YOUR RETIREMENT RESOURCE

Description:

mutual fund investment services;RETIREMENT RESOURCE;

Category: MUTUAL FUND INVESTMENT SERVICES