RETIREMENT INDUSTRY DISRUPTOR

Live / Allowed — Notice of allowance issued (as of 16 Dec 2025)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 21 Apr 2025 filing date already counts against anyone who files later.

Record

Serial number
99146331
Mark type
Stylized text
Filed
21 Apr 2025
Published for opposition
21 Oct 2025
Attorney of record
Puja Detjen

Goods and services

  • Class 035 — Advertising and business services: Conducting employee incentive award programs to promote employee participation in financial retirement plans
  • Class 036 — Insurance and financial services: Financial retirement plan consulting services; Financial administration of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Individual retirement account services; Investment consultation in the fields of financial wellness, financial planning, and retirement planning; Information, advisory, consultancy and financial research services relating to finance and investments; Financial information and advisory services
  • Class 041 — Education and entertainment services: Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of retirement saving and planning; Providing a website featuring resources, namely, non-downloadable publications in the nature of newsletters, guides and articles in the field of retirement saving and planning; Education services, namely, providing non-downloadable webinars in the field of retirement saving and planning; Entertainment services, namely, providing podcasts in the field of retirement saving and planning; Providing on-line newsletters in the field of retirement saving and planning; Providing on-line newsletters in the field of retirement saving and planning via e-mail
  • Class 042 — Scientific and technological services: Software as a service (SAAS) services, namely, hosting software for use by others for the creation, management and administration of financial and investment accounts and programs; Providing temporary use of on-line non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of on-line non-downloadable software and applications for managing clients and data in financial services industry; Software as a service (SAAS) services, namely, hosting software for use by others for managing clients and data in financial services industry

Owner

Prosecution history

  • 24 Mar 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 24 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 24 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 24 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 16 Dec 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 21 Oct 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 21 Oct 2025 — PUBLISHED FOR OPPOSITION
  • 15 Oct 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 18 Sept 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 18 Sept 2025 — EXAMINER'S AMENDMENT ENTERED
  • 18 Sept 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 18 Sept 2025 — EXAMINERS AMENDMENT E-MAILED
  • 18 Sept 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 12 Sept 2025 — ASSIGNED TO EXAMINER
  • 27 Aug 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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