RETIREMENT DONE RIGHT HOSTED BY DAVID RATH CFA & PATH KALISH CFP Trademark
Trademark Overview
On Thursday, November 20, 2025, a trademark application was filed for RETIREMENT DONE RIGHT HOSTED BY DAVID RATH CFA & PATH KALISH CFP with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT DONE RIGHT HOSTED BY DAVID RATH CFA & PATH KALISH CFP trademark a serial number of 99506959. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, November 20, 2025. This trademark is owned by Continuum Wealth Advisors, LLC. The RETIREMENT DONE RIGHT HOSTED BY DAVID RATH CFA & PATH KALISH CFP trademark is filed in the Education & Entertainment Services category with the following description:
Conducting workshops and seminars in financial planning and retirement education; Educational services, namely, providing classes, seminars, workshops, presentations and retreats in the field of financial and retirement planning
General Information
| Serial Number | 99506959 |
| Word Mark | RETIREMENT DONE RIGHT HOSTED BY DAVID RATH CFA & PATH KALISH CFP |
| Filing Date | Thursday, November 20, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, November 20, 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 | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Pseudo Mark | RETIREMENT DONE RIGHT HOSTED BY DAVID RATH CHARTERED FINANCIAL ANALYST AND PATH KALISH CERTIFIED FINANCIAL PLANNER |
| Goods and Services | Conducting workshops and seminars in financial planning and retirement education; Educational services, namely, providing classes, seminars, workshops, presentations and retreats in the field of financial and retirement planning |
| Description of Mark | The mark consists of Wording to describe a financial education entity posting on social media platforms. |
Classification Information
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 20, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, September 1, 2025 |
| First Use In Commerce Date | Monday, September 1, 2025 |
Trademark Owner History
| Party Name | Continuum Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Saratoga Springs, NY 12866
US |
Trademark Events
| Event Date | Event Description |
| Thursday, November 20, 2025 | NEW APPLICATION ENTERED |
| Thursday, November 20, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, March 23, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 23, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
