RETIRE WISE Trademark
Trademark Overview
On Wednesday, June 3, 2026, a trademark application was filed for RETIRE WISE with the United States Patent and Trademark Office. The USPTO has given the RETIRE WISE trademark a serial number of 99863756. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, June 3, 2026. This trademark is owned by Retire Wise, LLC. The RETIRE WISE trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning consultation; On-line financial planning services; Financial planning for retirement; Investment advisory services; Family office investment advisory services; Real estate investment trust advisory services; Financial planning and investment advisory services; Financial wealth management services; Financial services, namely, wealth management services
General Information
| Serial Number | 99863756 |
| Word Mark | RETIRE WISE |
| Filing Date | Wednesday, June 3, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, June 3, 2026 |
| 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; Financial planning consultation; On-line financial planning services; Financial planning for retirement; Investment advisory services; Family office investment advisory services; Real estate investment trust advisory services; Financial planning and investment advisory services; Financial wealth management services; Financial services, namely, wealth management services |
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 | Wednesday, June 3, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, June 13, 2020 |
| First Use In Commerce Date | Friday, May 7, 2021 |
Trademark Owner History
| Party Name | Retire Wise, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Monroe, GA 30656
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, June 3, 2026 | NEW APPLICATION ENTERED |
| Wednesday, June 3, 2026 | APPLICATION FILING RECEIPT MAILED |
| Thursday, June 4, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
