| Serial Number | 99765527 |
| Word Mark | RETIREMENT INCOME/LIQUIDITY/LEGACY WATERFALL |
| Filing Date | Wednesday, April 15, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, April 15, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Providing on-line financial calculators; Providing information in the field of personal finance; Financial services, namely, wealth management services |
| Goods and Services | Software as a service (SAAS) services featuring software for use in providing advice and consultation in the fields of personal finance and wealth management; Providing temporary use of on-line non-downloadable software for financial calculators for use in personal finance and wealth management. |
| Goods and Services | Downloadable mobile applications for use in providing advice and consultation in the fields of personal finance and wealth management; computer software, namely, financial investment tools in the nature of financial calculators for personal finance and wealth management; downloadable presentations in the field of personal finance and wealth management. |
| Goods and Services | Printed educational materials in the field of personal finance and wealth management |
| Goods and Services | Education services, namely, providing web-based presentations, videos, and seminars in the fields of personal finance and wealth management. |
| Pseudo Mark | RETIREMENT INCOME AND LIQUIDITY AND LEGACY WATERFALL |
| Pseudo Mark | RETIREMENT INCOME LIQUIDITY LEGACY WATERFALL |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 15, 2026 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, April 6, 2026 |
| First Use In Commerce Date | Monday, April 6, 2026 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 15, 2026 |
| Primary Code | 016 |
| First Use Anywhere Date | Monday, April 6, 2026 |
| First Use In Commerce Date | Monday, April 6, 2026 |
| 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 | Wednesday, April 15, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, April 6, 2026 |
| First Use In Commerce Date | Monday, April 6, 2026 |
| 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 | Wednesday, April 15, 2026 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, April 6, 2026 |
| First Use In Commerce Date | Monday, April 6, 2026 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 15, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, April 6, 2026 |
| First Use In Commerce Date | Monday, April 6, 2026 |
| Party Name | Wealth Building Cornerstones LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Madison, WI 53719 US |
| Event Date | Event Description |
| Wednesday, April 15, 2026 | NEW APPLICATION ENTERED |
| Wednesday, April 15, 2026 | APPLICATION FILING RECEIPT MAILED |