RETIREMENT READINESS REVIEW

Live / Applied — Non-final action mailed (as of 18 Feb 2026)

What this means for you

Not registered yet, but its 30 Jan 2025 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
99023421
Mark type
Stylized text
Filed
30 Jan 2025
Attorney of record
Aaron P Peacock

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Investment management; Financial advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services

Owner

Prosecution history

  • 18 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 18 Feb 2026 — NON-FINAL ACTION E-MAILED
  • 18 Feb 2026 — NON-FINAL ACTION WRITTEN
  • 26 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 26 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 26 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 10 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 10 Jul 2025 — NON-FINAL ACTION E-MAILED
  • 10 Jul 2025 — NON-FINAL ACTION WRITTEN
  • 10 Jul 2025 — ASSIGNED TO EXAMINER
  • 01 Jul 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 30 Jan 2025 — APPLICATION FILING RECEIPT MAILED
  • 30 Jan 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy