| Serial Number | 86296678 |
| Word Mark | RETIREMENT BALANCING ACT |
| Filing Date | Friday, May 30, 2014 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, October 30, 2025 |
| Registration Number | 4674964 |
| Registration Date | Tuesday, January 20, 2015 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 4, 2014 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "RETIREMENT" |
| Goods and Services | Financial management; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Investment management |
| Description of Mark | The mark consists of the words "Retirement Balance Act" and three distinct graphic elements. The words "Balancing Act" are aligned horizontally, with the initial letters of each word capitalized. The letter "l" in "Balancing" is represented by, and replaced with, a graphic element, namely, a vertical line having circles of different sizes at either terminus, the smaller circle at the bottom. Atop the larger circle is a second graphic element consisting of a line with small circles of equal size at its terminus. This line is aligned approximately ten degrees off the horizontal baseline created by the words "Balancing Act," the left end higher than the right end, creating the effect that the line is balanced atop the vertical graphic element. Sitting atop this second graphic element, and aligned with, it is the word "RETIREMENT" in all capital letters, but in a smaller font that "Retirement Balancing." Suspended above the letter "E" in "Retirement" is a third graphic element consisting of a short horizontal line which appears to be a disjointed continuation of the first graphic element, a small circle at its upper terminus. |
| 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, June 12, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 30, 2014 |
| First Use In Commerce Date | Friday, May 30, 2014 |
| Party Name | BROWN AND COMPANY, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | DENVER, CO 80206 |
| Party Name | Brown & Tedstrom Retirement Planning, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Denver, CO 80290 |
| Party Name | Brown & Tedstrom Retirement Planning, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Denver, CO 80290 |
| Party Name | Brown & Tedstrom Retirement Planning, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Denver, CO 80290 |
| Event Date | Event Description |
| Tuesday, June 3, 2014 | NEW APPLICATION ENTERED |
| Thursday, June 12, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 13, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, September 11, 2014 | ASSIGNED TO EXAMINER |
| Saturday, September 13, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, September 13, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Saturday, September 13, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Saturday, September 13, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Saturday, September 13, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, September 25, 2014 | ASSIGNED TO LIE |
| Friday, September 26, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, October 15, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 4, 2014 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 4, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 20, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, June 13, 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, January 20, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, January 20, 2021 | TEAS SECTION 8 RECEIVED |
| Wednesday, April 14, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, April 14, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, April 14, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Saturday, January 20, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, July 11, 2025 | TEAS SECTION 8 & 9 RECEIVED |
| Thursday, October 30, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, October 30, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, October 30, 2025 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, October 30, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |