Serial 99387527

Live / Allowed — Published for opposition (as of 10 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 11 Sept 2025 filing date already counts against anyone who files later.

Record

Serial number
99387527
Mark type
Design / logo
Filed
11 Sept 2025
Published for opposition
10 Mar 2026
Attorney of record
Thomas M. Dunlap

Goods and services

  • Class 042 — Scientific and technological services: Providing on-line non-downloadable software for optimizing asset allocation for retirement income portfolios, preparing financial analyses and analytics, and creating, optimizing, and assessing the health and potential risk of retirement income strategies; Providing on-line non-downloadable software for evaluating short-term financial needs to determine the most tax-efficient way to withdraw cash from various investment accounts and financial products to cover retirement expenses and tax obligations; Providing on-line non-downloadable software for analyzing long-term retirement income needs, including optimizing financial asset allocation strategies

Owner

Prosecution history

  • 10 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 10 Mar 2026 — PUBLISHED FOR OPPOSITION
  • 04 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 13 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 06 Feb 2026 — ASSIGNED TO EXAMINER
  • 05 Feb 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 05 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 11 Sept 2025 — APPLICATION FILING RECEIPT MAILED
  • 11 Sept 2025 — NEW APPLICATION ENTERED

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