ANY IRA, ANY 401K, ANY ROLLOVER Trademark
Trademark Overview
On Thursday, March 19, 2026, a trademark application was filed for ANY IRA, ANY 401K, ANY ROLLOVER with the United States Patent and Trademark Office. The USPTO has given the ANY IRA, ANY 401K, ANY ROLLOVER trademark a serial number of 99712608. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, March 19, 2026. The ANY IRA, ANY 401K, ANY ROLLOVER trademark is filed in the Insurance & Financial Services category with the following description:
Individual retirement account services; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Electronic transfers of money; Financial advice on retirement; Advice on finance during retirement; Financial advice relating to retirement; Pension fund investment management; Investment management of pension funds; Financial administration of employee pension plans; Financial management of employee pension plans; Business, stock option and pension valuation services; Financial management in the field of IRA AND 401K ROLLOVERS; Financial management in the field of IRA ROLLOVERS; Financial management in the field of 401K ROLLOVERS; Financial management in the field of PENSION ROLLOVERS; Financial management in the field of ACCOUNT ROLLOVERS; Financial management in the field of 1035 EXCHANGE; Financial management in the field of ANNUITIES; Financial management in the field of ANNUITY; Financial advisory services; Strateg...
General Information
| Serial Number | 99712608 |
| Word Mark | ANY IRA, ANY 401K, ANY ROLLOVER |
| Filing Date | Thursday, March 19, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, March 19, 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
| Pseudo Mark | ANY INDIVIDUAL RETIREMENT ACCOUNT ANY FOUR OH ONE K ANY ROLLOVER |
| Pseudo Mark | ANY IRA ANY FOUR OH ONE K ANY ROLLOVER |
| Pseudo Mark | ANY IRA ANY FOUR ZERO ONE K ANY ROLLOVER |
| Goods and Services | Individual retirement account services; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Electronic transfers of money; Financial advice on retirement; Advice on finance during retirement; Financial advice relating to retirement; Pension fund investment management; Investment management of pension funds; Financial administration of employee pension plans; Financial management of employee pension plans; Business, stock option and pension valuation services; Financial management in the field of IRA AND 401K ROLLOVERS; Financial management in the field of IRA ROLLOVERS; Financial management in the field of 401K ROLLOVERS; Financial management in the field of PENSION ROLLOVERS; Financial management in the field of ACCOUNT ROLLOVERS; Financial management in the field of 1035 EXCHANGE; Financial management in the field of ANNUITIES; Financial management in the field of ANNUITY; Financial advisory services; Strategic financial advisory services; Providing financial advisory services; Strategic corporate financial advisory services; Financial information and advisory services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial advisory services rendered using artificial intelligence (AI); Providing financial advisory services in the field of virtual currency; Providing financial advisory services in the field of digital currency; Investment advice; Commodity investment advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Advice relating to investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial management in the field of DIRECT ROLLOVERS; Financial management in the field of 403B ROLLOVERS; Financial management in the field of ROTH IRA ROLLOVERS; Financial management in the field of 457 ROLLOVERS; Financial management in the field of SIMPLE IRA ROLLOVERS; Financial management in the field of SEP IRA ROLLOVERS; Financial management in the field of TRADITIONAL ROLLOVERS; Financial management in the field of CONVERSION ROLLOVERS; Financial management in the field of INHERITED ROLLOVERS; Financial management in the field of BENEFICIARY ROLLOVERS; Financial management in the field of QUALIFIED ROLLOVERS; Financial management in the field of NON QUALIFIED ROLLOVERS; Financial management in the field of VARIABLE ANNUITY ROLLOVERS; Financial management in the field of LATE ROLLOVERS; Financial management in the field of SELF CERTIFICATION ROLLOVERS; Financial management in the field of INDIRECT ROLLOVERS |
| Pseudo Mark | ANY INDIVIDUAL RETIREMENT ACCOUNT ANY FOUR ZERO ONE K ANY ROLLOVER |
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 | Thursday, March 19, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 1, 2026 |
| First Use In Commerce Date | Sunday, March 1, 2026 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | VISALIA, CA 93277
US |
Trademark Events
| Event Date | Event Description |
| Thursday, March 19, 2026 | NEW APPLICATION ENTERED |
| Thursday, March 19, 2026 | APPLICATION FILING RECEIPT MAILED |
