ERISA READY 365
Live / Applied — New application — not yet assigned to an examiner (as of 20 Jan 2026)
What this means for you
Not registered yet, but its 20 Jan 2026 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
- 99604199
- Mark type
- Design + words
- Filed
- 20 Jan 2026
- Attorney of record
- Thomas A. O'Rourke
Goods and services
- Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for financial planning for retirement, investment planning, risk assessment, audit and audit planning, fiduciary governance, compliance workflows, and fiduciary responsibilities in the field of retirement planning
Owner
- James R. Duffy, Cutchogue, NY, US
Prosecution history
- 20 Jan 2026 — APPLICATION FILING RECEIPT MAILED
- 20 Jan 2026 — NEW APPLICATION ENTERED