| Serial Number | 99194608 |
| Word Mark | FOCUS PARTNERS RETIREMENT SOLUTIONS |
| Filing Date | Tuesday, May 20, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, October 6, 2025 |
| 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 |
| Goods and Services | Education services in the field of financial counseling through conducting seminars and workshops |
| NOT AVAILABLE | "PARTNERS" and "RETIREMENT SOLUTIONS" |
| Goods and Services | Financial services, namely, wealth management services; Financial planning for retirement; Investment advice; Financial retirement plan consulting services; Financial administration of retirement plans; Estate planning consultation; Professional financial development services in the nature of financial planning, investment management, and wealth management; Trading in securities |
| Goods and Services | Consulting services, namely, providing practice management, investment modeling, and back-office support in the fields of financial planning and wealth management; Business advice; Tax planning services |
| Description of Mark | The mark consists of a gemstone design formed by interlocking blocks to the left of the word "FOCUS" above the word "PARTNERS" followed by a vertical line before the word "RETIREMENT" above the word "SOLUTIONS". |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 20, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, January 13, 2025 |
| First Use In Commerce Date | Monday, January 13, 2025 |
| 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, May 20, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 13, 2025 |
| First Use In Commerce Date | Monday, January 13, 2025 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 20, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, January 13, 2025 |
| First Use In Commerce Date | Monday, January 13, 2025 |
| Party Name | Focus Financial Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10022 |
| Event Date | Event Description |
| Tuesday, May 20, 2025 | NEW APPLICATION ENTERED |
| Tuesday, May 20, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, September 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, September 29, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, October 2, 2025 | ASSIGNED TO EXAMINER |
| Monday, October 6, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, October 6, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, October 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 2, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, October 2, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, October 2, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, October 2, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, October 2, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |