HELPING PEOPLE RETIRE COMFORTABLY AND REMAIN COMFORTABLY RETIRED Trademark

Trademark Overview


On Wednesday, July 3, 2019, a trademark application was filed for HELPING PEOPLE RETIRE COMFORTABLY AND REMAIN COMFORTABLY RETIRED with the United States Patent and Trademark Office. The USPTO has given the HELPING PEOPLE RETIRE COMFORTABLY AND REMAIN COMFORTABLY RETIRED trademark a serial number of 88499002. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, December 2, 2025. This trademark is owned by Stonebridge Wealth Management LLC. The HELPING PEOPLE RETIRE COMFORTABLY AND REMAIN COMFORTABLY RETIRED trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory services, wealth management services and retirement services, namely, financial planning for retirement
helping people retire comfortably and remain comfortably retired

General Information


Serial Number88499002
Word MarkHELPING PEOPLE RETIRE COMFORTABLY AND REMAIN COMFORTABLY RETIRED
Filing DateWednesday, July 3, 2019
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, December 2, 2025
Registration Number5965815
Registration DateTuesday, January 21, 2020
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 5, 2019

Trademark Statements


Goods and ServicesFinancial advisory services, wealth management services and retirement services, namely, financial planning for retirement

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, July 12, 2019
Primary Code036
First Use Anywhere DateThursday, November 1, 2012
First Use In Commerce DateThursday, November 1, 2012

Trademark Owner History


Party NameStonebridge Wealth Management LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressOak Brook, IL 60523

Party NameStonebridge Wealth Management LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressOak Brook, IL 60523

Party NameStonebridge Wealth Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOak Brook, IL 60523

Trademark Events


Event DateEvent Description
Friday, July 12, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 23, 2019ASSIGNED TO EXAMINER
Wednesday, October 2, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 16, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 5, 2019PUBLISHED FOR OPPOSITION
Tuesday, November 5, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 21, 2020REGISTERED-PRINCIPAL REGISTER
Tuesday, January 21, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, August 18, 2025TEAS SECTION 8 & 15 RECEIVED
Monday, December 1, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, December 2, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, December 2, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED