5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING
Live / Applied — Suspended — suspension letter mailed (as of 24 Oct 2025)
What this means for you
Not registered yet, but its 19 Mar 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
- 99092683
- Mark type
- Design + words
- Filed
- 19 Mar 2025
- Attorney of record
- Amber N. Davis
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, providing an investment option available for fixed index annuities, fixed life insurance products, and investment life insurance products; Insurance agency services; Financial planning and strategy services, namely, providing information and advice in the fields of financial retirement strategy and planning products.
Owner
- Peak Retirement Planning, Inc., Columbus, OH, US
Prosecution history
- 24 Oct 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
- 24 Oct 2025 — LETTER OF SUSPENSION E-MAILED
- 24 Oct 2025 — SUSPENSION LETTER WRITTEN
- 23 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 23 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 23 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 07 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 07 Oct 2025 — NON-FINAL ACTION E-MAILED
- 07 Oct 2025 — NON-FINAL ACTION WRITTEN
- 19 Aug 2025 — ASSIGNED TO EXAMINER
- 12 Aug 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 12 Aug 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 19 Mar 2025 — APPLICATION FILING RECEIPT MAILED
- 19 Mar 2025 — NEW APPLICATION ENTERED