PRIVATE RETIREMENT TRUST Trademark

Trademark Overview

On Wednesday, October 14, 2015, a trademark application was filed for PRIVATE RETIREMENT TRUST with the United States Patent and Trademark Office. The USPTO has given the PRIVATE RETIREMENT TRUST trademark a serial number of 86787547. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, June 3, 2022. This trademark is owned by CA Troop #704, LLC. The PRIVATE RETIREMENT TRUST trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Business management in the field of planning, risk management, administration, and compliance, related to retirement plans and trusts provided by others; Business administration services in the field of retirement plans and financial trusts provided by others

Financial administration services, namely, providing a trust program and a retirement plan program, which are used by others to provide retirement plans and trusts to consumers
private retirement trust

General Information

Serial Number86787547
Word MarkPRIVATE RETIREMENT TRUST
Filing DateWednesday, October 14, 2015
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, June 3, 2022
Registration Number5075314
Registration DateTuesday, November 1, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesBusiness management in the field of planning, risk management, administration, and compliance, related to retirement plans and trusts provided by others; Business administration services in the field of retirement plans and financial trusts provided by others
Goods and ServicesFinancial administration services, namely, providing a trust program and a retirement plan program, which are used by others to provide retirement plans and trusts to consumers
NOT AVAILABLE"RETIREMENT TRUST"

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 19, 2015
Primary Code035
First Use Anywhere DateMonday, June 29, 2015
First Use In Commerce DateMonday, June 29, 2015
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, August 10, 2016
Primary Code036
First Use Anywhere DateMonday, June 29, 2015
First Use In Commerce DateMonday, June 29, 2015

Trademark Owner History

Party NameNOT AVAILABLE
Party Type31 - New Owner After Registration
Legal Entity Type01 - Individual
AddressNewport Beach, CA 92660
Party NameCA Troop #704, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressIrvine, CA 92618
Party NameCA Troop #704, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressIrvine, CA 92618

Trademark Events

Event DateEvent Description
Saturday, October 17, 2015NEW APPLICATION ENTERED
Monday, October 19, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, February 4, 2016ASSIGNED TO EXAMINER
Friday, February 12, 2016NON-FINAL ACTION WRITTEN
Friday, February 12, 2016NON-FINAL ACTION E-MAILED
Friday, February 12, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, August 9, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, August 9, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 10, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 6, 2016NON-FINAL ACTION WRITTEN
Tuesday, September 6, 2016NON-FINAL ACTION E-MAILED
Tuesday, September 6, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, September 6, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 6, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 6, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, September 7, 2016APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, September 21, 2016ASSIGNED TO LIE
Monday, September 26, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, November 1, 2016REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, October 9, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, November 1, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, December 13, 2021TEAS SECTION 8 RECEIVED
Tuesday, May 24, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, June 3, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, June 3, 2022NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, February 23, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, February 23, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, February 23, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, February 23, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 23, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, September 24, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 24, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, September 24, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, September 24, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Saturday, November 1, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Related Keywords

trust retirement private administration trusts plans others program financial business services provided