RETIREMENT READINESS REVIEW Trademark
Trademark Overview
On Thursday, January 30, 2025, a trademark application was filed for RETIREMENT READINESS REVIEW with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT READINESS REVIEW trademark a serial number of 99023421. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Friday, September 26, 2025. This trademark is owned by Comal Wealth Management LLC. The RETIREMENT READINESS REVIEW trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Investment management; Financial advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
General Information
| Serial Number | 99023421 |
| Word Mark | RETIREMENT READINESS REVIEW |
| Filing Date | Thursday, January 30, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Friday, September 26, 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 for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Investment management; Financial advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services |
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 | Thursday, January 30, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 14, 2025 |
| First Use In Commerce Date | Tuesday, January 14, 2025 |
Trademark Owner History
| Party Name | Comal Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New Braunfels, TX 78132 |
Trademark Events
| Event Date | Event Description |
| Thursday, January 30, 2025 | NEW APPLICATION ENTERED |
| Tuesday, July 1, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 30, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, July 10, 2025 | ASSIGNED TO EXAMINER |
| Thursday, July 10, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, July 10, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 10, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, September 26, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 26, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, September 26, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
