PEAK RETIREMENT PLANNING, INC. Trademark
Trademark Overview
On Thursday, January 11, 2024, a trademark application was filed for PEAK RETIREMENT PLANNING, INC. with the United States Patent and Trademark Office. The USPTO has given the PEAK RETIREMENT PLANNING, INC. trademark a serial number of 98352872. The federal status of this trademark filing is REGISTERED as of Tuesday, December 3, 2024. This trademark is owned by Peak Retirement Planning, Inc.. The PEAK RETIREMENT PLANNING, INC. 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 | 98352872 |
| Word Mark | PEAK RETIREMENT PLANNING, INC. |
| Filing Date | Thursday, January 11, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 3, 2024 |
| Registration Number | 7585597 |
| Registration Date | Tuesday, December 3, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 1, 2024 |
Trademark Statements
| Description of Mark | The mark consists of two mountains encompassed by a nearly complete circle above the words "PEAK RETIREMENT" in caps and "PLANNING, INC." below the words "PEAK RETIREMENT" with a symbol of a diamond on each side of "PLANNING, INC." |
| Pseudo Mark | PEAK RETIREMENT PLANNING INC |
| 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. |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "RETIREMENT PLANNING, INC." |
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 | Thursday, January 11, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, December 31, 2021 |
| First Use In Commerce Date | Friday, December 31, 2021 |
Trademark Owner History
| Party Name | Peak Retirement Planning, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Columbus, OH 43214 |
| Party Name | Peak Retirement Planning, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Columbus, OH 43214 |
| 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 |
| Thursday, January 11, 2024 | NEW APPLICATION ENTERED |
| Tuesday, May 21, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, May 21, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, August 7, 2024 | ASSIGNED TO EXAMINER |
| Monday, August 19, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, August 19, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Monday, August 19, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Monday, August 19, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, August 23, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 11, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 1, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 1, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 3, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 3, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
