Legal Representation
Attorney
Jordan A. LaVine
USPTO Deadlines
Application History
12 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 21, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Oct 21, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Oct 15, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Sep 18, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Sep 18, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Sep 18, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Sep 18, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Sep 18, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Sep 12, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Aug 27, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Apr 21, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Apr 21, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Conducting employee incentive award programs to promote employee participation in financial retirement plans
Class 036
Financial retirement plan consulting services; Financial administration of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Individual retirement account services; Investment consultation in the fields of financial wellness, financial planning, and retirement planning; Information, advisory, consultancy and financial research services relating to finance and investments; Financial information and advisory services
Class 041
Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of retirement saving and planning; Providing a website featuring resources, namely, non-downloadable publications in the nature of newsletters, guides and articles in the field of retirement saving and planning; Education services, namely, providing non-downloadable webinars in the field of retirement saving and planning; Entertainment services, namely, providing podcasts in the field of retirement saving and planning; Providing on-line newsletters in the field of retirement saving and planning; Providing on-line newsletters in the field of retirement saving and planning via e-mail
Class 042
Software as a service (SAAS) services, namely, hosting software for use by others for the creation, management and administration of financial and investment accounts and programs; Providing temporary use of on-line non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs; Providing temporary use of on-line non-downloadable software and applications for managing clients and data in financial services industry; Software as a service (SAAS) services, namely, hosting software for use by others for managing clients and data in financial services industry
Classification
International Classes
035
036
041
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"RETIREMENT INDUSTRY"