SAVE FOR YOUR FUTURE RETIREMENT PLAN
Live / Allowed — Notice of allowance issued (as of 24 Jun 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 17 Jun 2024 filing date already counts against anyone who files later.
Record
- Serial number
- 98604104
- Mark type
- Stylized text
- Filed
- 17 Jun 2024
- Published for opposition
- 29 Apr 2025
- Attorney of record
- John Pickerill
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial services, namely, wealth management, investment management, financial planning, and financial retirement plan consulting services; Investment management services, namely, financial investment strategy, financial investment portfolio management, monitoring financial markets for investment purposes, and global investment research service; Financial retirement plan investment management and consulting services
Owner
- Orgel Wealth Management, LLC, Altoona, WI, US
- Orgel Wealth Management, LLC, Altoona, WI, US
Prosecution history
- 04 Dec 2025 — TEAS STATEMENT OF USE RECEIVED
- 24 Jun 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 29 Apr 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 29 Apr 2025 — PUBLISHED FOR OPPOSITION
- 23 Apr 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 28 Mar 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 21 Mar 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 21 Mar 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 21 Mar 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 21 Dec 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 21 Dec 2024 — NON-FINAL ACTION E-MAILED
- 21 Dec 2024 — NON-FINAL ACTION WRITTEN
- 19 Dec 2024 — ASSIGNED TO EXAMINER
- 17 Jun 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 17 Jun 2024 — NEW APPLICATION ENTERED