NEXTPHASE RETIREMENT SUCCESS STRATEGY Trademark
Trademark Overview
On Tuesday, June 24, 2025, a trademark application was filed for NEXTPHASE RETIREMENT SUCCESS STRATEGY with the United States Patent and Trademark Office. The USPTO has given the NEXTPHASE RETIREMENT SUCCESS STRATEGY trademark a serial number of 99250741. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, November 18, 2025. This trademark is owned by Next Phase Advisors, LLC. The NEXTPHASE RETIREMENT SUCCESS STRATEGY trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning, namely, retirement income strategies, including creation and implementation of bucket-based income plans
General Information
| Serial Number | 99250741 |
| Word Mark | NEXTPHASE RETIREMENT SUCCESS STRATEGY |
| Filing Date | Tuesday, June 24, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, November 18, 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
| Pseudo Mark | NEXT PHASE RETIREMENT SUCCESS STRATEGY |
| Goods and Services | Financial planning, namely, retirement income strategies, including creation and implementation of bucket-based income plans |
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, June 24, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 16, 2025 |
| First Use In Commerce Date | Monday, June 16, 2025 |
Trademark Owner History
| Party Name | Next Phase Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cullman, AL 35055 |
Trademark Events
| Event Date | Event Description |
| Tuesday, June 24, 2025 | NEW APPLICATION ENTERED |
| Tuesday, June 24, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, October 31, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, November 13, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, November 18, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, November 18, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, November 18, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
