GAIN A RETIREMENT ADVANTAGE Trademark
Trademark Overview
On Thursday, March 13, 2025, a trademark application was filed for GAIN A RETIREMENT ADVANTAGE with the United States Patent and Trademark Office. The USPTO has given the GAIN A RETIREMENT ADVANTAGE trademark a serial number of 99083488. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, August 26, 2025. This trademark is owned by Franklin Resources, Inc.. The GAIN A RETIREMENT ADVANTAGE trademark is filed in the Insurance & Financial Services category with the following description:
Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial information and advisory services; Fund investment consultation; Funds investment; Investment advisory services; Investment consultation; Investment management; Mutual fund advisory services; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment; Transfer agency services rendered to issuers of invest...

General Information
| Serial Number | 99083488 |
| Word Mark | GAIN A RETIREMENT ADVANTAGE |
| Filing Date | Thursday, March 13, 2025 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, August 26, 2025 |
| 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 | Tuesday, July 1, 2025 |
Trademark Statements
| Goods and Services | Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial information and advisory services; Fund investment consultation; Funds investment; Investment advisory services; Investment consultation; Investment management; Mutual fund advisory services; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment; Transfer agency services rendered to issuers of investment securities |
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 13, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Franklin Resources, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Mateo, CA 94403 |
| Party Name | Franklin Resources, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Mateo, CA 94403 |
Trademark Events
| Event Date | Event Description |
| Thursday, March 13, 2025 | NEW APPLICATION ENTERED |
| Thursday, March 13, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 13, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, May 30, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 25, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, May 30, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, July 1, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 26, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 9, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, July 1, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |