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 PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, August 26, 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 | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, August 26, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| 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 | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Columbus, OH 43214 |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 21, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, January 11, 2024 | NEW APPLICATION ENTERED |
| 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 |
