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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Saturday, February 1, 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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Saturday, February 1, 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
| 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 |
