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 NOTICE OF ALLOWANCE - ISSUED as of Tuesday, November 4, 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 | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, November 4, 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 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 11, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Saturday, July 12, 2025 | ASSIGNED TO EXAMINER |
| 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 |
| Sunday, July 20, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, July 20, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 11, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 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 |
| Tuesday, November 4, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
