RETIREMENT ACADEMY Trademark

Trademark Overview


On Tuesday, August 11, 2020, a trademark application was filed for RETIREMENT ACADEMY with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT ACADEMY trademark a serial number of 90106318. The federal status of this trademark filing is REGISTERED as of Tuesday, October 12, 2021. This trademark is owned by PlanMember Financial Corporation. The RETIREMENT ACADEMY trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Educational services, namely, providing training and seminars to financial advisors that concern the offering of retirement planning solutions and programs, the offering personalized retirement planning and investment services, and providing support services for organizations regarding retirement planning and investments

Retirement planning solutions, namely financial planning for retirement, and personalized retirement planning and investment services

Business support services, namely business consulting for organizations regarding retirement planning and investments
retirement academy

General Information


Serial Number90106318
Word MarkRETIREMENT ACADEMY
Filing DateTuesday, August 11, 2020
Status700 - REGISTERED
Status DateTuesday, October 12, 2021
Registration Number6514202
Registration DateTuesday, October 12, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 27, 2021

Trademark Statements


Goods and ServicesEducational services, namely, providing training and seminars to financial advisors that concern the offering of retirement planning solutions and programs, the offering personalized retirement planning and investment services, and providing support services for organizations regarding retirement planning and investments
Goods and ServicesRetirement planning solutions, namely financial planning for retirement, and personalized retirement planning and investment services
Goods and ServicesBusiness support services, namely business consulting for organizations regarding retirement planning and investments
Disclaimer with Predetermined Text"ACADEMY" AS TO CLASS 041 ONLY

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, December 17, 2020
Primary Code035
First Use Anywhere DateSunday, January 31, 2010
First Use In Commerce DateSunday, January 31, 2010

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 11, 2020
Primary Code036
First Use Anywhere DateSunday, January 31, 2010
First Use In Commerce DateSunday, January 31, 2010

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, December 17, 2020
Primary Code041
First Use Anywhere DateSunday, January 31, 2010
First Use In Commerce DateSunday, January 31, 2010

Trademark Owner History


Party NamePlanMember Financial Corporation
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCARPINTERIA, CA 93013

Party NamePlanMember Financial Corporation
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCarpinteria, CA 93013

Party NamePlanMember Financial Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCarpinteria, CA 93013

Trademark Events


Event DateEvent Description
Wednesday, July 26, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, July 26, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, July 26, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, July 26, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, July 26, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, July 26, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, October 12, 2021REGISTERED-PRINCIPAL REGISTER
Tuesday, July 27, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 27, 2021PUBLISHED FOR OPPOSITION
Wednesday, July 7, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 22, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 22, 2021EXAMINER'S AMENDMENT ENTERED
Tuesday, June 22, 2021ASSIGNED TO LIE
Tuesday, June 22, 2021NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, June 22, 2021EXAMINERS AMENDMENT E-MAILED
Tuesday, June 22, 2021EXAMINERS AMENDMENT -WRITTEN
Thursday, April 22, 2021TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Wednesday, January 6, 2021NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, January 6, 2021LETTER OF SUSPENSION E-MAILED
Wednesday, January 6, 2021SUSPENSION LETTER WRITTEN
Thursday, December 17, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, December 16, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 16, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, September 28, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 28, 2020NON-FINAL ACTION E-MAILED
Monday, September 28, 2020NON-FINAL ACTION WRITTEN
Thursday, September 24, 2020ASSIGNED TO EXAMINER
Friday, September 11, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, August 14, 2020NEW APPLICATION ENTERED