| Serial Number | 90879097 |
| Word Mark | RETIREMENT GENIUS |
| Filing Date | Thursday, August 12, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 17, 2023 |
| Registration Number | 7196962 |
| Registration Date | Tuesday, October 17, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 25, 2022 |
| Goods and Services | Educational services, namely, providing seminars and training for educating consumers and advisors in the fields of financial services, health and life insurance relevant to retirement, and insurance for people over 60 years of age, namely, life insurance, health insurance, Medicare supplement, long term care, annuities, and life settlements, and distribution of material in connection therewith |
| Description of Mark | The mark consists of the stylized word "Retirement" above the stylized word "Genius". The word "Genius" is partially underlined with a stylized curved line. |
| Goods and Services | Insurance and financial services, namely, providing information to consumers and advisors in the fields of insurance, insurance relevant to retirement and insurance for people over 60 years of age and financial services, life insurance, health insurance, Medicare supplement, long term care insurance, annuities, and life settlements but excluding any property and casualty insurance products or services |
| Goods and Services | Marketing and advertising services designed to assist the insurance and financial services industries with lead generation relevant to retirement, including long term care insurance and life settlements and the sale of new insurance and annuity products relevant to retirement, including long term care insurance and life settlements in each case excluding lead generation or the sale of new insurance products related to property and casualty insurance |
| Disclaimer with Predetermined Text | "RETIREMENT" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, September 17, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, July 31, 2022 |
| First Use In Commerce Date | Sunday, July 31, 2022 |
| 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 | Monday, October 4, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, July 31, 2022 |
| First Use In Commerce Date | Sunday, July 31, 2022 |
| 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 | Monday, October 4, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Sunday, July 31, 2022 |
| First Use In Commerce Date | Sunday, July 31, 2022 |
| Party Name | Retirement Genius, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fort Washington, PA 19034 |
| Party Name | Retirement Genius, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fort Washington, PA 19034 |
| Party Name | Retirement Genius, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fort Washington, PA 19034 |
| Event Date | Event Description |
| Tuesday, October 17, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, October 17, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, September 13, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, September 12, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, July 22, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, June 26, 2023 | USE AMENDMENT FILED |
| Thursday, July 20, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, June 26, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, June 15, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, June 13, 2023 | SOU EXTENSION 1 GRANTED |
| Tuesday, June 13, 2023 | SOU EXTENSION 1 FILED |
| Tuesday, June 13, 2023 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, December 20, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, October 25, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 25, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 5, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, September 19, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, September 17, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 16, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 16, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 18, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 18, 2022 | NON-FINAL ACTION E-MAILED |
| Friday, March 18, 2022 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 16, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, October 5, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, October 4, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, August 16, 2021 | NEW APPLICATION ENTERED |