SYMPHONY RETIREMENT PARTNERS, LLC
Live / Applied — New application — not yet assigned to an examiner (as of 11 Dec 2025)
What this means for you
Not registered yet, but its 11 Dec 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
- 99541747
- Mark type
- Stylized text
- Filed
- 11 Dec 2025
- Attorney of record
- Joseph Vitale
Goods and services
- Class 036 — Insurance and financial services: Financial retirement plan consulting services; Investment management; Financial planning and investment advisory services; Financial consultation in the field of employer sponsored retirement plans, including 401(k) and 403(b) plans
- Class 041 — Education and entertainment services: Education services, namely, providing seminars and workshops in the field of financial planning, investment management, retirement planning, government benefits for older adults, health care expenses in retirement, retirement income strategies, caregiving, and multigenerational planning; Entertainment services, namely, providing podcasts in the field of financial planning, investment management, and retirement planning
Owner
- Symphony Retirement Partners, LLC, Round Rock, TX, US
Prosecution history
- 11 Dec 2025 — APPLICATION FILING RECEIPT MAILED
- 11 Dec 2025 — NEW APPLICATION ENTERED