| Serial Number | 98479646 |
| Word Mark | ER ELITE RETIREMENT PLANNING |
| Filing Date | Tuesday, April 2, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 4, 2025 |
| Registration Number | 7676977 |
| Registration Date | Tuesday, February 4, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 17, 2024 |
| Description of Mark | The mark consists of The letters "ER" in a circle above the wording "Elite Retirement", all above the word "PLANNING" with horizontal lines on either side of "PLANNING". |
| Goods and Services | Advice on finance during retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning for retirement; Individual retirement account services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | RETIREMENT PLANNING |
| 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, April 2, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 31, 2019 |
| First Use In Commerce Date | Sunday, March 31, 2019 |
| Party Name | Merkle Retirement Planning LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grimes, IA 50111 |
| Party Name | Merkle Retirement Planning LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grimes, IA 50111 |
| Party Name | Merkle Retirement Planning LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grimes, IA 50111 |
| Event Date | Event Description |
| Tuesday, April 2, 2024 | NEW APPLICATION ENTERED |
| Saturday, September 7, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Saturday, September 7, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, September 30, 2024 | ASSIGNED TO EXAMINER |
| Monday, October 7, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, October 7, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, October 7, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, November 16, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, November 16, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, November 16, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 19, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 11, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 17, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 17, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 4, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 4, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |