A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT, PORTFOLIO OPTIMIZATION, AND WEALTH PRESERVATION. Trademark
Trademark Overview
On Tuesday, February 10, 2026, a trademark application was filed for A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT, PORTFOLIO OPTIMIZATION, AND WEALTH PRESERVATION. with the United States Patent and Trademark Office. The USPTO has given the A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT, PORTFOLIO OPTIMIZATION, AND WEALTH PRESERVATION. trademark a serial number of 99644744. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, June 17, 2026. The A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT, PORTFOLIO OPTIMIZATION, AND WEALTH PRESERVATION. trademark is filed in the Insurance & Financial Services category with the following description:
Financial retirement plan consulting services
General Information
| Serial Number | 99644744 |
| Word Mark | A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT, PORTFOLIO OPTIMIZATION, AND WEALTH PRESERVATION. |
| Filing Date | Tuesday, February 10, 2026 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, June 17, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial retirement plan consulting services |
| Pseudo Mark | A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT PORTFOLIO OPTIMISATION AND WEALTH PRESERVATION |
| Pseudo Mark | A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT PORTFOLIO OPTIMIZATION AND WEALTH PRESERVATION |
| Pseudo Mark | A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPOSED OF PROACTIVE TAX MANAGEMENT PORTFOLIO OPTIMIZATION AND WEALTH PRESERVATION |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, February 10, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | San Jose, CA 95124
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, February 10, 2026 | NEW APPLICATION ENTERED |
| Tuesday, February 10, 2026 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, June 10, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 11, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, June 17, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 17, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 17, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
