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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, June 24, 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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, June 24, 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 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 |
