RETIREMENT BALANCING ACT

Live / Registered — Registered and renewed (as of 30 Oct 2025)

What this means for you

Registered since 20 Jan 2015. 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 20 Jan 2025).

Record

Serial number
86296678
Registration number
4674964
Mark type
Design + words
Filed
30 May 2014
Published for opposition
04 Nov 2014
Registered
20 Jan 2015
Next maintenance due
20 Jan 2025
Attorney of record
Charles F. Luce, Jr.

Goods and services

  • Class 036 — Insurance and financial services: Financial management; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Investment management

Owner

Prosecution history

  • 30 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 30 Oct 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 30 Oct 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 30 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 11 Jul 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 20 Jan 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 14 Apr 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 14 Apr 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 14 Apr 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 20 Jan 2021 — TEAS SECTION 8 RECEIVED
  • 20 Jan 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 13 Jun 2018 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 20 Jan 2015 — REGISTERED-PRINCIPAL REGISTER
  • 04 Nov 2014 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 04 Nov 2014 — PUBLISHED FOR OPPOSITION

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