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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, September 16, 2025. 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; Online financial services accessible by means of online platforms and downloadable applications for use by retirement account investors for managing and investing in various assets
General Information
| Serial Number | 99394996 |
| Word Mark | INVEST FREELY. RETIRE CONFIDENTLY. |
| Filing Date | Tuesday, September 16, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, September 16, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial services, namely, providing custody, administration, and consulting services for self-directed retirement accounts; Online financial services accessible by means of online platforms and downloadable applications for use by retirement account investors for managing and investing in various assets |
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 |
Trademark Events
| Event Date | Event Description |
| Tuesday, September 16, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, September 16, 2025 | NEW APPLICATION ENTERED |
