ACHIEVE RETIREMENT & WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, April 28, 2025, a trademark application was filed for ACHIEVE RETIREMENT & WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ACHIEVE RETIREMENT & WEALTH MANAGEMENT trademark a serial number of 99158081. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Wednesday, September 17, 2025. This trademark is owned by ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC. The ACHIEVE RETIREMENT & WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Financial information and advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Investment management
General Information
| Serial Number | 99158081 |
| Word Mark | ACHIEVE RETIREMENT & WEALTH MANAGEMENT |
| Filing Date | Monday, April 28, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Wednesday, September 17, 2025 |
| 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
| Pseudo Mark | ACHIEVE RETIREMENT AND WEALTH MANAGEMENT |
| Goods and Services | Financial advisory services; Financial information and advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Investment management |
| NOT AVAILABLE | No claim is made to the exclusive right to use WEALTH MANAGEMENT, apart from the mark as shown. |
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 | Monday, April 28, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Ridgefield, CT 06877 |
Trademark Events
| Event Date | Event Description |
| Monday, April 28, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, September 5, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, September 17, 2025 | ASSIGNED TO EXAMINER |
| Monday, April 28, 2025 | NEW APPLICATION ENTERED |
