NAVIGATE RETIREMENT SOLUTIONS Trademark
Trademark Overview
On Friday, May 29, 2026, a trademark application was filed for NAVIGATE RETIREMENT SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the NAVIGATE RETIREMENT SOLUTIONS trademark a serial number of 99854209. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, May 29, 2026. This trademark is owned by NBT Bancorp Inc.. The NAVIGATE RETIREMENT SOLUTIONS trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Financial advisory and consultancy services, namely, advising financial service providers in the field of retirement plan design and implementation; Financial investment advisory services, namely, providing information on the selection and monitoring of funds in the field of retirement plan design and implementation; Investment management services; Financial retirement plan consulting services; Administration of employee benefit plans concerning finance
Education services, namely, providing classes, seminars, workshops, and coaching in the field of retirement plans and providing educational materials in connection with the same
Business consultation in the field of retirement plans; Financial record-keeping for regulatory compliance purposes; Financial records management; Preparation of business reports, policies and procedures; Preparation of financial statements; Vendor management services for retirement plans
General Information
| Serial Number | 99854209 |
| Word Mark | NAVIGATE RETIREMENT SOLUTIONS |
| Filing Date | Friday, May 29, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, May 29, 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
| Goods and Services | Financial advisory and consultancy services, namely, advising financial service providers in the field of retirement plan design and implementation; Financial investment advisory services, namely, providing information on the selection and monitoring of funds in the field of retirement plan design and implementation; Investment management services; Financial retirement plan consulting services; Administration of employee benefit plans concerning finance |
| Goods and Services | Education services, namely, providing classes, seminars, workshops, and coaching in the field of retirement plans and providing educational materials in connection with the same |
| Goods and Services | Business consultation in the field of retirement plans; Financial record-keeping for regulatory compliance purposes; Financial records management; Preparation of business reports, policies and procedures; Preparation of financial statements; Vendor management services for retirement plans |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 29, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, June 30, 2024 |
| First Use In Commerce Date | Sunday, June 30, 2024 |
| 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 | Friday, May 29, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, June 30, 2024 |
| First Use In Commerce Date | Sunday, June 30, 2024 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 29, 2026 |
| Primary Code | 041 |
| First Use Anywhere Date | Sunday, June 30, 2024 |
| First Use In Commerce Date | Sunday, June 30, 2024 |
Trademark Owner History
| Party Name | NBT Bancorp Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Norwich, NY 13815
US |
Trademark Events
| Event Date | Event Description |
| Friday, May 29, 2026 | NEW APPLICATION ENTERED |
| Friday, May 29, 2026 | APPLICATION FILING RECEIPT MAILED |
| Friday, May 29, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
