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Live / Applied — Non-final action mailed (as of 10 Feb 2026)

What this means for you

Not registered yet, but its 29 Sept 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
99419721
Mark type
Stylized text
Filed
29 Sept 2025

Goods and services

  • Class 036 — Insurance and financial services: Financial retirement plan consulting services; Financial planning; Financial administration of retirement plans; Financial planning for retirement; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting and advising in the field of mergers and acquisitions; Individual retirement account services; Financial advice on retirement; Advice on finance during retirement; Financial advice relating to retirement; Real estate management of retirement communities; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Owner

Prosecution history

  • 10 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 10 Feb 2026 — NON-FINAL ACTION E-MAILED
  • 10 Feb 2026 — NON-FINAL ACTION WRITTEN
  • 04 Feb 2026 — ASSIGNED TO EXAMINER
  • 29 Sept 2025 — APPLICATION FILING RECEIPT MAILED
  • 29 Sept 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 29 Sept 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy