ERISA READY 365 Trademark
Trademark Overview
On Tuesday, January 20, 2026, a trademark application was filed for ERISA READY 365 with the United States Patent and Trademark Office. The USPTO has given the ERISA READY 365 trademark a serial number of 99604199. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, January 20, 2026. The ERISA READY 365 trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for financial planning for retirement, investment planning, risk assessment, audit and audit planning, fiduciary governance, compliance workflows, and fiduciary responsibilities in the field of retirement planning
General Information
| Serial Number | 99604199 |
| Word Mark | ERISA READY 365 |
| Filing Date | Tuesday, January 20, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, January 20, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Providing temporary use of on-line non-downloadable software for retirement planning; Software as a service (SAAS) services featuring software for financial planning for retirement, investment planning, risk assessment, audit and audit planning, fiduciary governance, compliance workflows, and fiduciary responsibilities in the field of retirement planning |
| Description of Mark | The mark consists of a design of a shaded arrow with 4 separate shaded lines forming a circle appearing before the words and numbers ERISAReady365. |
Classification Information
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, January 20, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Cutchogue, NY 11935 |
Trademark Events
| Event Date | Event Description |
| Tuesday, January 20, 2026 | NEW APPLICATION ENTERED |
| Tuesday, January 20, 2026 | APPLICATION FILING RECEIPT MAILED |
