INVEST FREELY. RETIRE CONFIDENTLY. Trademark
Trademark Overview
On Tuesday, September 16, 2025, a trademark application was filed for INVEST FREELY. RETIRE CONFIDENTLY. with the United States Patent and Trademark Office. The USPTO has given the INVEST FREELY. RETIRE CONFIDENTLY. trademark a serial number of 99394996. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Tuesday, February 24, 2026. This trademark is owned by IRA FINANCIAL TRUST COMPANY. The INVEST FREELY. RETIRE CONFIDENTLY. trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, providing custody, administration, and consulting services for self-directed retirement accounts;
General Information
| Serial Number | 99394996 |
| Word Mark | INVEST FREELY. RETIRE CONFIDENTLY. |
| Filing Date | Tuesday, September 16, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Tuesday, February 24, 2026 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | INVEST FREELY RETIRE CONFIDENTLY |
| Goods and Services | Financial services, namely, providing custody, administration, and consulting services for self-directed retirement accounts; |
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 | Tuesday, September 16, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, June 1, 2025 |
| First Use In Commerce Date | Sunday, June 1, 2025 |
Trademark Owner History
| Party Name | IRA FINANCIAL TRUST COMPANY |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Sioux Falls, SD 57108
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, September 16, 2025 | NEW APPLICATION ENTERED |
| Tuesday, September 16, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, February 8, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 9, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, February 10, 2026 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 10, 2026 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 10, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, February 24, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, February 24, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 24, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
