A TO Z RETIREMENT PLANNERS Trademark
Trademark Overview
On Friday, January 16, 2026, a trademark application was filed for A TO Z RETIREMENT PLANNERS with the United States Patent and Trademark Office. The USPTO has given the A TO Z RETIREMENT PLANNERS trademark a serial number of 99598711. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, January 16, 2026. This trademark is owned by Tri-State Trinity Insurance Inc.. The A TO Z RETIREMENT PLANNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning for retirement; Advice on finance during retirement; Financial advice on retirement; Estate planning; Financial planning, namely, income planning; Financial planning, namely, medicare planning
General Information
| Serial Number | 99598711 |
| Word Mark | A TO Z RETIREMENT PLANNERS |
| Filing Date | Friday, January 16, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, January 16, 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 planning; Financial planning for retirement; Advice on finance during retirement; Financial advice on retirement; Estate planning; Financial planning, namely, income planning; Financial planning, namely, medicare planning |
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 | Friday, January 16, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, July 31, 2020 |
| First Use In Commerce Date | Friday, July 31, 2020 |
Trademark Owner History
| Party Name | Tri-State Trinity Insurance Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | West Chester, OH 45069 |
Trademark Events
| Event Date | Event Description |
| Friday, January 16, 2026 | NEW APPLICATION ENTERED |
| Friday, January 16, 2026 | APPLICATION FILING RECEIPT MAILED |
