RETIREMENT L.I.F.E. PLAN Trademark
Trademark Overview
On Saturday, February 1, 2025, a trademark application was filed for RETIREMENT L.I.F.E. PLAN with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT L.I.F.E. PLAN trademark a serial number of 99025947. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, July 17, 2025. This trademark is owned by Morrison Asset Management, LLC. The RETIREMENT L.I.F.E. PLAN trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning consultation; Financial planning for retirement; Providing information in the field of financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Estate planning; Providing information in the field of estate planning; Financial risk management; Financial risk management consultation
General Information
| Serial Number | 99025947 |
| Word Mark | RETIREMENT L.I.F.E. PLAN |
| Filing Date | Saturday, February 1, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, July 17, 2025 |
| 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 |
Trademark Statements
| Pseudo Mark | RETIREMENT L I F E PLAN |
| Goods and Services | Financial planning; Financial planning consultation; Financial planning for retirement; Providing information in the field of financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Estate planning; Providing information in the field of estate planning; Financial risk management; Financial risk management consultation |
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, February 1, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Belnap Enterprises, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Meridian, ID 83642 |
| Party Name | Morrison Asset Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boise, ID 83709 |
Trademark Events
| Event Date | Event Description |
| Saturday, February 1, 2025 | NEW APPLICATION ENTERED |
| Saturday, February 1, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, July 13, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, July 2, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 17, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 17, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, July 17, 2025 | NON-FINAL ACTION E-MAILED |
