SUCCESSFUL RETIREMENT WEALTH MANAGEMENT

Serial Number 98720048
645

Registration Progress

Application Filed
Aug 27, 2024
Under Examination
Approved for Publication
Published for Opposition
Registered

Attorney Assistance

Final Refusal E-Mailed
Due: Feb 18, 2026 62 days

Trademark Image

SUCCESSFUL RETIREMENT WEALTH MANAGEMENT

Basic Information

Serial Number
98720048
Filing Date
August 27, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
645
Status Date
Nov 18, 2025
Application
Pending
Classes
036

Rights Holder

Successful Retirement Wealth Management LLC

16
Address
2650 Holcomb Bridge Road, Suite 320
Alpharetta, GA 30022

Ownership History

Successful Retirement Wealth Management LLC

Original Applicant
16
Alpharetta, GA

Legal Representation

Attorney
Michael C. Petock

USPTO Deadlines

Next Deadline
62 days remaining
Final Refusal E-Mailed
Due Date
February 18, 2026
Extension Available
Until May 18, 2026

Application History

14 events
Date Code Type Description Documents
Nov 18, 2025 GNFN O NOTIFICATION OF FINAL REFUSAL EMAILED Loading...
Nov 18, 2025 GNFR O FINAL REFUSAL E-MAILED Loading...
Nov 18, 2025 CNFR R FINAL REFUSAL WRITTEN Loading...
Oct 24, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Oct 24, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Oct 24, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jul 22, 2025 XELG O APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED Loading...
Jul 22, 2025 XELR I APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED Loading...
Apr 24, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Apr 24, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Apr 24, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Mar 10, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Mar 9, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Aug 27, 2024 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial planning and investment advisory services; Financial planning for retirement; Providing information in the field of financial planning
First Use Anywhere: Oct 11, 2018
First Use in Commerce: Oct 11, 2018

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
RETIREMENT WEALTH MANAGEMENT