RETIRE WITH CONFIDENCE

Live / Registered — Registered and renewed (as of 01 Nov 2025)

What this means for you

Registered since 18 Apr 2006. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 18 Apr 2026).

Record

Serial number
78347919
Registration number
3081610
Mark type
Stylized text
Filed
05 Jan 2004
Published for opposition
24 Jan 2006
Registered
18 Apr 2006
Next maintenance due
18 Apr 2026
Attorney of record
Lynn M. Jordan

Goods and services

  • Class 036 — Insurance and financial services: Financial investment services in the nature of financial investment planning for retirement and providing related investment advice
  • Class 041 — Education and entertainment services: Educational services, namely, providing training and educational seminars in financial planning for retirement and retirement investments

Owner

Prosecution history

  • 01 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 01 Nov 2025 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
  • 01 Nov 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 01 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 14 Jul 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 18 Apr 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 15 Oct 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Oct 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Oct 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 15 Oct 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 15 Oct 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 25 Apr 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 25 Apr 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 25 Apr 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 25 Apr 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

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