ERISA READY 365

Serial Number 99604199
630

Registration Progress

Application Filed
Jan 20, 2026
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

ERISA READY 365

Basic Information

Serial Number
99604199
Filing Date
January 20, 2026
Drawing Code
3

Status Summary

Current Status
Active
Status Code
630
Status Date
Jan 20, 2026
Application
Pending
Classes
042

Rights Holder

James R. Duffy

01
Address
P.O. Box 735
Cutchogue, NY 11935

Ownership History

James R. Duffy

Original Applicant
01
Cutchogue, NY

Legal Representation

Attorney
Thomas A. O'Rourke

Application History

2 events
Date Code Type Description Documents
Jan 20, 2026 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Jan 20, 2026 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 042
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

Additional Information

Design Mark
The mark consists of a design of a shaded arrow with 4 separate shaded lines forming a circle appearing before the words and numbers ERISAReady365.
Color Claim
Color is not claimed as a feature of the mark.

Classification

International Classes
042