IRA CLARITY Trademark

Trademark Overview


On Friday, April 4, 2025, a trademark application was filed for IRA CLARITY with the United States Patent and Trademark Office. The USPTO has given the IRA CLARITY trademark a serial number of 99121223. The federal status of this trademark filing is FIRST EXTENSION - GRANTED as of Tuesday, June 30, 2026. This trademark is owned by LDI-MAP LLC. The IRA CLARITY trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service (SAAS) services featuring software for use by retirement plan providers and financial consultants to assess and screen IRA rollover candidates, to interface with and solicit potential IRA rollover candidates, and to facilitate maintaining management of retirement accounts for clients upon their retirement.

General Information


Serial Number99121223
Word MarkIRA CLARITY
Filing DateFriday, April 4, 2025
Status730 - FIRST EXTENSION - GRANTED
Status DateTuesday, June 30, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 4, 2025

Trademark Statements


Goods and ServicesSoftware as a service (SAAS) services featuring software for use by retirement plan providers and financial consultants to assess and screen IRA rollover candidates, to interface with and solicit potential IRA rollover candidates, and to facilitate maintaining management of retirement accounts for clients upon their retirement.
NOT AVAILABLEIRA

Classification Information


International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, April 4, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameLDI-MAP LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, AZ 85254
US

Party NameLDI-MAP LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, AZ 85254
US

Trademark Events


Event DateEvent Description
Friday, April 4, 2025NEW APPLICATION ENTERED
Friday, April 4, 2025APPLICATION FILING RECEIPT MAILED
Friday, July 11, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 2, 2025ASSIGNED TO EXAMINER
Tuesday, September 2, 2025NON-FINAL ACTION WRITTEN
Tuesday, September 2, 2025NON-FINAL ACTION E-MAILED
Tuesday, September 2, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, September 4, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 4, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 4, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 1, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 22, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 22, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, October 22, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, October 29, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 4, 2025PUBLISHED FOR OPPOSITION
Tuesday, November 4, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 30, 2025NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, June 30, 2026SOU TEAS EXTENSION RECEIVED
Tuesday, June 30, 2026SOU EXTENSION 1 FILED
Tuesday, June 30, 2026SOU EXTENSION 1 GRANTED