INVESTMENT PLANNING TAX PLANNING INCOME PLANNING HEALTHCARE PLANNING ESTATE PLANNING 5 PILLARS Trademark
Trademark Overview
On Wednesday, March 19, 2025, a trademark application was filed for INVESTMENT PLANNING TAX PLANNING INCOME PLANNING HEALTHCARE PLANNING ESTATE PLANNING 5 PILLARS with the United States Patent and Trademark Office. The USPTO has given the INVESTMENT PLANNING TAX PLANNING INCOME PLANNING HEALTHCARE PLANNING ESTATE PLANNING 5 PILLARS trademark a serial number of 99092683. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, March 19, 2025. This trademark is owned by Peak Retirement Planning, Inc.. The INVESTMENT PLANNING TAX PLANNING INCOME PLANNING HEALTHCARE PLANNING ESTATE PLANNING 5 PILLARS trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, providing an investment option available for fixed index annuities, fixed life insurance products, and investment life insurance products; Insurance agency services; Financial planning and strategy services, namely, providing information and advice in the fields of financial retirement strategy and planning products.
General Information
| Serial Number | 99092683 |
| Word Mark | INVESTMENT PLANNING TAX PLANNING INCOME PLANNING HEALTHCARE PLANNING ESTATE PLANNING 5 PILLARS |
| Filing Date | Wednesday, March 19, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, March 19, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a circle design with the text 5 PILLARS displayed within the top of the outer circle. Also within the outer circle are five pillars/columns, and atop each column are the phrases INVESTMENT PLANNING, INCOME PLANNING, TAX PLANNING, HEALTHCARE PLANNING, and ESTATE PLANNING respectively. The center column features a mountain design embedded in the column, and an inner circle encompasses the top half of the center column. |
| Goods and Services | Financial services, namely, providing an investment option available for fixed index annuities, fixed life insurance products, and investment life insurance products; Insurance agency services; Financial planning and strategy services, namely, providing information and advice in the fields of financial retirement strategy and planning products. |
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 | Wednesday, March 19, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 31, 2024 |
| First Use In Commerce Date | Sunday, March 31, 2024 |
Trademark Owner History
| Party Name | Peak Retirement Planning, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Columbus, OH 43214 |
Trademark Events
| Event Date | Event Description |
| Wednesday, March 19, 2025 | NEW APPLICATION ENTERED |
| Wednesday, March 19, 2025 | APPLICATION FILING RECEIPT MAILED |
