THE RETIREMENT WIZ
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
- 98925120
- Registration number
- 7982129
- Mark type
- Design + words
- Filed
- 27 Dec 2024
- Published for opposition
- 26 Aug 2025
- Registered
- 14 Oct 2025
- Attorney of record
- Jerome W. Boston, Esq.
Goods and services
- Class 035 — Advertising and business services: Business consultancy; Business consulting, management, and planning services in the field of retirement, qualified accounts, insurance, annuities, and estate planning; Business planning; Business strategic planning services; Providing business management information in connection with consulting and advisory services in the field of strategic planning
- Class 036 — Insurance and financial services: Advice on finance during retirement; Annuity services, namely, account and investment administration; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial consultancy services; Financial planning for retirement; Financial retirement plan consulting services; Individual retirement account services; Insurance consultation; Insurance consulting in the field of life, health, and disability insurance; Investment advice in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment consultation in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment management in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Mutual fund advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of estate planning
Owner
- Edward John Awiszio, North Brookfield, MA, US
- Edward John Awiszio, North Brookfield, MA, US
- Edward John Awiszio, North Brookfield, MA, US
Prosecution history
- 14 Oct 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 14 Oct 2025 — REGISTERED-PRINCIPAL REGISTER
- 26 Aug 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 26 Aug 2025 — PUBLISHED FOR OPPOSITION
- 20 Aug 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 23 Jul 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 22 Jul 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 22 Jul 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 22 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 13 Jun 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 13 Jun 2025 — NON-FINAL ACTION E-MAILED
- 13 Jun 2025 — NON-FINAL ACTION WRITTEN
- 11 Jun 2025 — ASSIGNED TO EXAMINER
- 31 May 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 31 May 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED