1-2-3 RETIREMENT READY

Live / Registered — Registered (as of 14 Oct 2025)

What this means for you

Registered since 14 Oct 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98248083
Registration number
7986536
Mark type
Word mark
Filed
31 Oct 2023
Published for opposition
21 Jan 2025
Registered
14 Oct 2025
Attorney of record
Catherine T. Dobrowitsky

Goods and services

  • Class 036 — Insurance and financial services: Investment advice in the field of retirement; Investment consultation in the field of retirement; Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; Financial planning for retirement; Providing financial services, namely, providing a holistic approach to retirement planning by evaluating a client's needs, investigating potential solutions, and implementing a customized financial plan; Financial retirement plan consulting services; Financial services, namely, providing information in the field of financial wellness, financial planning, and retirement planning; Providing a retirement financial evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; Financial consulting services in the field of life insurance; Insurance consulting in the field of life insurance; Providing a website featuring educational information in the fields of financial wellness, financial planning, and retirement planning; Providing a website featuring a blog and articles in the fields of financial wellness, financial planning, and retirement planning
  • Class 041 — Education and entertainment services: Educational services, namely, providing online and in-person instruction in the field of retirement planning; Educational services, namely, providing online and in-person instruction in the fields of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith; Educational services, namely, conducting workshops, seminars, webinars, classes and courses of instruction in the field of financial literary, personal finance management, investment counseling, and retirement planning; Providing a website featuring online training programs in the fields of financial wellness, financial planning, and retirement planning; Educational and entertainment services, namely, providing podcasts and online non-downloadable videos in the fields of financial and retirement planning; Educational and entertainment services, namely, providing blogs and articles via a website in the fields of financial and retirement planning

Owner

Prosecution history

  • 14 Oct 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 14 Oct 2025 — REGISTERED-PRINCIPAL REGISTER
  • 23 Sept 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 23 Sept 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 17 Sept 2025 — SOU TEAS EXTENSION RECEIVED
  • 03 Sept 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 09 Jun 2025 — USE AMENDMENT FILED
  • 09 Jun 2025 — TEAS STATEMENT OF USE RECEIVED
  • 18 Mar 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 21 Jan 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 21 Jan 2025 — PUBLISHED FOR OPPOSITION
  • 15 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 23 Dec 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 06 Dec 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 05 Dec 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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