RETIREMENT CONFIDENCE SCORECARD

Live / Allowed — Notice of allowance issued (as of 04 Nov 2025)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 03 Jan 2025 filing date already counts against anyone who files later.

Record

Serial number
98936413
Mark type
Design + words
Filed
03 Jan 2025
Published for opposition
09 Sept 2025

Goods and services

  • Class 036 — Insurance and financial services: Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial planning, namely, creating personalized financial strategies for families or family offices, estate and financial advice relating to tax planning services for families or family offices; Financial retirement plan consulting services; Advice on finance during retirement; Financial services, namely, wealth management services; Financial planning for retirement

Owner

Prosecution history

  • 04 Nov 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 09 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 09 Sept 2025 — PUBLISHED FOR OPPOSITION
  • 03 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 11 Aug 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 20 Jul 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 20 Jul 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 20 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 18 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 18 Jul 2025 — NON-FINAL ACTION E-MAILED
  • 18 Jul 2025 — NON-FINAL ACTION WRITTEN
  • 12 Jul 2025 — ASSIGNED TO EXAMINER
  • 11 Jul 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 11 Jul 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 03 Jan 2025 — NEW APPLICATION ENTERED

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