RETIREMENT CONFIDENCE SCORECARD Trademark
Trademark Overview
On Friday, January 3, 2025, a trademark application was filed for RETIREMENT CONFIDENCE SCORECARD with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT CONFIDENCE SCORECARD trademark a serial number of 98936413. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, September 9, 2025. The RETIREMENT CONFIDENCE SCORECARD trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial planning, namely, creating personalized financial strategies for families or family offices, estate and financial advice relating to tax planning services for families or family offices; Financial retirement plan consulting services; Advice on finance during retirement; Financial services, namely, wealth management services; Financial planning for retirement
General Information
| Serial Number | 98936413 |
| Word Mark | RETIREMENT CONFIDENCE SCORECARD |
| Filing Date | Friday, January 3, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, September 9, 2025 |
| 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, September 9, 2025 |
Trademark Statements
| Description of Mark | The mark consists of a circular design divided into eight segments with a check mark in the center. Below the circular design are the stacked words "RETIREMENT CONFIDENCE" in stylized font. Beneath this, the word "SCORECARD" appears inside a rectangular border. |
| Goods and Services | Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial planning, namely, creating personalized financial strategies for families or family offices, estate and financial advice relating to tax planning services for families or family offices; Financial retirement plan consulting services; Advice on finance during retirement; Financial services, namely, wealth management services; Financial planning for retirement |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "RETIREMENT" |
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 | Saturday, January 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Sarasota, FL 34231 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Sarasota, FL 34231 |
Trademark Events
| Event Date | Event Description |
| Friday, January 3, 2025 | NEW APPLICATION ENTERED |
| Friday, July 11, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, July 11, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, July 12, 2025 | ASSIGNED TO EXAMINER |
| Sunday, July 20, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, July 20, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 3, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 9, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 9, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, July 18, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, July 18, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, July 18, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, July 20, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 11, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
