YOUR RETIREMENT DESERVES A STRATEGY
Live / Applied — Statement of use — registration review complete (as of 01 Apr 2026)
What this means for you
Not registered yet, but its 26 Apr 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98520995
- Mark type
- Stylized text
- Filed
- 26 Apr 2024
- Published for opposition
- 18 Feb 2025
- Attorney of record
- Julia Anne Matheson
Goods and services
- Class 035 — Advertising and business services: Tax preparation and planning services; accounting services
- Class 036 — Insurance and financial services: Strategic financial advisory services; financial consulting services; financial planning and investment advisory services; investment management services; financial retirement plan consulting services; estate trust planning services; estate planning; estate trust management; estate valuation services; Insurance information and consultancy
Owner
- Ludwig & Associates, Ltd., Lombard, IL, US
- Ludwig & Associates, Ltd., Lombard, IL, US
Prosecution history
- 01 Apr 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 01 Apr 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 16 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 16 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 16 Mar 2026 — ASSIGNED TO LIE
- 11 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 16 Dec 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 16 Dec 2025 — NON-FINAL ACTION E-MAILED
- 16 Dec 2025 — SU - NON-FINAL ACTION - WRITTEN
- 14 Nov 2025 — STATEMENT OF USE PROCESSING COMPLETE
- 30 May 2025 — USE AMENDMENT FILED
- 14 Nov 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 23 Jun 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 23 Jun 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 23 Jun 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED