RETIRE RIGHT RISK MANAGEMENT INCOME GENERATIONAL PLANNING HEALTHCARE TAX STRATEGIES

Serial Number 99308585
630

Registration Progress

Application Filed
Jul 29, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

RETIRE RIGHT RISK MANAGEMENT INCOME GENERATIONAL PLANNING HEALTHCARE TAX STRATEGIES

Basic Information

Serial Number
99308585
Filing Date
July 29, 2025
Drawing Code
0

Status Summary

Current Status
Active
Status Code
630
Status Date
Jul 29, 2025
Application
Pending
Classes
036

Rights Holder

Wilson Financial Group, LLC

16
Address
520 South New Hope
Gastonia, NC 28054

Ownership History

Wilson Financial Group, LLC

Original Applicant
16
Gastonia, NC

Legal Representation

Attorney
Glenn K. Robbins II

Application History

2 events
Date Code Type Description Documents
Jul 29, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Jul 29, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial risk management; Insurance risk management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial advice relating to income tax; Financial planning and investment advisory services; Estate planning; Financial retirement plan consulting services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consultancy services in the area of healthcare
First Use Anywhere: Jul 14, 2025
First Use in Commerce: Jul 14, 2025

Additional Information

Design Mark
The mark consists of the wording RETIRE RIGHT in the color dark tan (Pantone color Code 4027 C), with the wording “Risk Management” associated with the letter “R” in white color, the word “Income” associated with the letter “I” in white color, the wording “Generational Planning” associated with the letter “G” in white color, the word “Healthcare” associated with the Letter “H” in white color, and the wording “Tax Strategies” associated with the letter “T” in white color as shown in the design in the attached drawing. The color black is merely background and is not claimed.
Color Claim
The color(s) dark tan Pantone color Code 4027 C, white is/are claimed as a feature of the mark.

Classification

International Classes
036