PRIVATE RETIREMENT TRUST
Live / Registered — Registered and renewed (as of 17 Mar 2026)
What this means for you
Registered since 01 Nov 2016. 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 01 Nov 2026).
Record
- Serial number
- 86787547
- Registration number
- 5075314
- Mark type
- Stylized text
- Filed
- 14 Oct 2015
- Registered
- 01 Nov 2016
- Next maintenance due
- 01 Nov 2026
- Attorney of record
- Andrew R. Nelson
Goods and services
- Class 035 — Advertising and business services: Business management in the field of planning, risk management, administration, and compliance, related to retirement plans and trusts provided by others; Business administration services in the field of retirement plans and financial trusts provided by others
- Class 036 — Insurance and financial services: Financial administration services, namely, providing a trust program and a retirement plan program, which are used by others to provide retirement plans and trusts to consumers
Owner
- NICHOLS, DUSTIN I, Newport Beach, CA, US
- CA Troop #704, LLC, Irvine, CA, US
- CA Troop #704, LLC, Irvine, CA, US
Prosecution history
- 17 Mar 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 17 Mar 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 17 Mar 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 17 Mar 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 29 Dec 2025 — TEAS SECTION 8 & 9 RECEIVED
- 01 Nov 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 24 Sept 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 24 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 24 Sept 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 24 Sept 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 23 Feb 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 23 Feb 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 23 Feb 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 23 Feb 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 23 Feb 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED