RETIREMENT MAKEOVER Trademark

Trademark Overview


On Monday, September 9, 2024, a trademark application was filed for RETIREMENT MAKEOVER with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT MAKEOVER trademark a serial number of 98741756. The federal status of this trademark filing is STATEMENT OF USE - TO EXAMINER as of Saturday, February 28, 2026. This trademark is owned by Root Financial Partners, LLC. The RETIREMENT MAKEOVER trademark is filed in the Education & Entertainment Services category with the following description:

Entertainment services, namely, an ongoing series featuring financial planning, retirement planning, and investment planning provided through online video streaming platforms; Entertainment services, namely, providing podcasts in the field of financial planning, retirement planning, and investment planning
retirement makeover

General Information


Serial Number98741756
Word MarkRETIREMENT MAKEOVER
Filing DateMonday, September 9, 2024
Status748 - STATEMENT OF USE - TO EXAMINER
Status DateSaturday, February 28, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 29, 2025

Trademark Statements


Goods and ServicesEntertainment services, namely, an ongoing series featuring financial planning, retirement planning, and investment planning provided through online video streaming platforms; Entertainment services, namely, providing podcasts in the field of financial planning, retirement planning, and investment planning

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, September 9, 2024
Primary Code041
First Use Anywhere DateSaturday, August 31, 2024
First Use In Commerce DateSaturday, August 31, 2024

Trademark Owner History


Party NameRoot Financial Partners, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSolana Beach, CA 92075
US

Party NameRoot Financial Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSolana Beach, CA 92075
US

Trademark Events


Event DateEvent Description
Tuesday, September 10, 2024NEW APPLICATION ENTERED
Tuesday, September 10, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 11, 2025ASSIGNED TO EXAMINER
Wednesday, March 12, 2025NON-FINAL ACTION WRITTEN
Wednesday, March 12, 2025NON-FINAL ACTION E-MAILED
Wednesday, March 12, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 27, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 27, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, March 27, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 1, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 23, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 29, 2025PUBLISHED FOR OPPOSITION
Tuesday, April 29, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 24, 2025NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Saturday, August 23, 2025TEAS STATEMENT OF USE RECEIVED
Saturday, February 28, 2026CASE ASSIGNED TO INTENT TO USE PARALEGAL
Saturday, August 23, 2025USE AMENDMENT FILED
Saturday, February 28, 2026STATEMENT OF USE PROCESSING COMPLETE