| Serial Number | 97682708 |
| Word Mark | RETIREMENT LOCK INC. INVESTMENTS WEALTH MANAGEMENT |
| Filing Date | Thursday, November 17, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 10, 2024 |
| Registration Number | 7593207 |
| Registration Date | Tuesday, December 10, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 8, 2024 |
| Description of Mark | The mark consists of a bronze padlock with three lines on each side and dollar sign inside it, next to the green, stylized wording "RETIREMENT LOCK INC." over a horizontal black line, over the black stylized wording "INVESTMENTS" and WEALTH MANAGEMENT" separated by a vertical black line. The color gray in the padlock, three lines, dollar sign, and background represents background, shading, and transparent areas and is not part of the mark. |
| Goods and Services | Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial investment brokerage services; Financial retirement plan consulting services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services |
| Indication of Colors claimed | The colors green, bronze, and black are claimed as a feature of the mark. |
| NOT AVAILABLE | "RETIREMENT", "INC.", and "INVESTMENTS WEALTH MANAGEMENT" |
| 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 | Thursday, December 8, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, October 12, 2022 |
| First Use In Commerce Date | Friday, November 4, 2022 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Saint Petersburg, FL 33712 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Saint Petersburg, FL 33712 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Saint Petersburg, FL 33712 |
| Event Date | Event Description |
| Friday, December 9, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, November 21, 2022 | NEW APPLICATION ENTERED |
| Thursday, December 8, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, August 30, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, September 19, 2023 | NON-FINAL ACTION WRITTEN |
| Tuesday, September 19, 2023 | NON-FINAL ACTION E-MAILED |
| Tuesday, September 19, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, November 29, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, November 29, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 29, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 29, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, August 27, 2024 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Tuesday, August 27, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 27, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 27, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, August 27, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, August 27, 2024 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Friday, August 30, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Friday, August 30, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, August 30, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 3, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 18, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 8, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 8, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 10, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 10, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Friday, August 30, 2024 | EXAMINERS AMENDMENT -WRITTEN |