| Serial Number | 98582206 |
| Word Mark | CAREFREE RETIREMENT INCOME MODEL BUCKET 1 BUCKET 2 BUCKET 3 ASSET-BACKED PRIVATE PUBLIC |
| Filing Date | Monday, June 3, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 14, 2025 |
| Registration Number | 7987347 |
| Registration Date | Tuesday, October 14, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 18, 2025 |
| Description of Mark | The mark consists of "CAREFREE RETIREMENT INCOME MODEL BUCKET 1 BUCKET 2 BUCKET 3 ASSET-BACKED PRIVATE PUBLIC" and a chart design. "CAREFREE RETIREMENT INCOME MODEL" is above the chart, "BUCKET 1," "BUCKET 2," and "BUCKET 3" are below a diagonal line in the chart and separated by vertical lines, and "ASSET-BACKED," "PRIVATE," and "PUBLIC" are below the chart separated by horizontal lines. |
| Pseudo Mark | CAREFREE RETIREMENT INCOME MODEL BUCKET ONE BUCKET TWO BUCKET THREE ASSET BACKED PRIVATE PUBLIC |
| Goods and Services | Annuity planning for retirement, namely, account and investment administration; Financial planning for retirement; Financial investment planning for retirement |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "RETIREMENT INCOME MODEL", "ASSET-BACKED", "PRIVATE", and "PUBLIC" |
| 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, June 3, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, April 28, 2025 |
| First Use In Commerce Date | Monday, April 28, 2025 |
| Party Name | Retirement Capital Planners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Glen Allen, VA 23060 |
| Party Name | Retirement Capital Planners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Glen Allen, VA 23060 |
| Party Name | Retirement Capital Planners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Glen Allen, VA 23060 |
| Event Date | Event Description |
| Monday, June 3, 2024 | NEW APPLICATION ENTERED |
| Sunday, December 15, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, December 15, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 16, 2024 | ASSIGNED TO EXAMINER |
| Thursday, January 2, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, January 2, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, January 2, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 22, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 22, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, January 23, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 12, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, January 22, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 18, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 18, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 15, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, April 28, 2025 | USE AMENDMENT FILED |
| Monday, April 28, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Saturday, September 20, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Saturday, September 20, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, September 22, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, September 22, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 14, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 14, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |