5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING Trademark
Trademark Overview
On Wednesday, March 19, 2025, a trademark application was filed for 5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING with the United States Patent and Trademark Office. The USPTO has given the 5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING trademark a serial number of 99092683. The federal status of this trademark filing is SUSPENSION LETTER - MAILED as of Friday, October 24, 2025. This trademark is owned by Peak Retirement Planning, Inc.. The 5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, providing an investment option available for fixed index annuities, fixed life insurance products, and investment life insurance products; Insurance agency services; Financial planning and strategy services, namely, providing information and advice in the fields of financial retirement strategy and planning products.
General Information
| Serial Number | 99092683 |
| Word Mark | 5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING |
| Filing Date | Wednesday, March 19, 2025 |
| Status | 653 - SUSPENSION LETTER - MAILED |
| Status Date | Friday, October 24, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | FIVE PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING |
| NOT AVAILABLE | "INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING" |
| Goods and Services | Financial services, namely, providing an investment option available for fixed index annuities, fixed life insurance products, and investment life insurance products; Insurance agency services; Financial planning and strategy services, namely, providing information and advice in the fields of financial retirement strategy and planning products. |
| Description of Mark | The mark consists of a circle design with the text 5 PILLARS displayed within the top of the outer circle. Also within the outer circle are five pillars/columns, and atop each column are the phrases INVESTMENT PLANNING, INCOME PLANNING, TAX PLANNING, HEALTHCARE PLANNING, and ESTATE PLANNING respectively. The center column features a mountain design embedded in the column, and an inner circle encompasses the top half of the center column. |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | P - NOT AVAILABLE |
| Class Status Date | Wednesday, March 19, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 31, 2024 |
| First Use In Commerce Date | Sunday, March 31, 2024 |
Trademark Owner History
| Party Name | Peak Retirement Planning, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Columbus, OH 43214 |
Trademark Events
| Event Date | Event Description |
| Wednesday, March 19, 2025 | NEW APPLICATION ENTERED |
| Wednesday, March 19, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, August 12, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, August 12, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, August 19, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, October 7, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 7, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 7, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 23, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, October 23, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, October 23, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 24, 2025 | SUSPENSION LETTER WRITTEN |
| Friday, October 24, 2025 | LETTER OF SUSPENSION E-MAILED |
| Friday, October 24, 2025 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
