RETIREMENT SOLUTIONS Trademark
Trademark Overview
On Thursday, July 31, 2025, a trademark application was filed for RETIREMENT SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT SOLUTIONS trademark a serial number of 99312891. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Sunday, December 21, 2025. This trademark is owned by Retirement Solutions, Inc.. The RETIREMENT SOLUTIONS trademark is filed in the Insurance & Financial Services category with the following description:
Financial services in the nature of providing an investment option available for life insurance products; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Investment advisory services; Financial planning, namely, financial retirement plan consulting services; financial analysis, financial consulting, financial valuations; financial forecasting; financial trust planning; strategic financial advisory services; financial risk management; financial advice on retirement
General Information
| Serial Number | 99312891 |
| Word Mark | RETIREMENT SOLUTIONS |
| Filing Date | Thursday, July 31, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Sunday, December 21, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of clasped hands in front of a stylized sun followed by the words RETIREMENT in a stylized font centered over SOLUTIONS in a smaller stylized font. |
| Goods and Services | Financial services in the nature of providing an investment option available for life insurance products; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Investment advisory services; Financial planning, namely, financial retirement plan consulting services; financial analysis, financial consulting, financial valuations; financial forecasting; financial trust planning; strategic financial advisory services; financial risk management; financial advice on retirement |
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, July 31, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 3, 2025 |
| First Use In Commerce Date | Tuesday, June 3, 2025 |
Trademark Owner History
| Party Name | Retirement Solutions, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Provo, UT 84601 |
Trademark Events
| Event Date | Event Description |
| Thursday, July 31, 2025 | NEW APPLICATION ENTERED |
| Thursday, July 31, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, December 9, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 9, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, December 16, 2025 | ASSIGNED TO EXAMINER |
| Sunday, December 21, 2025 | NON-FINAL ACTION WRITTEN |
| Sunday, December 21, 2025 | NON-FINAL ACTION E-MAILED |
| Sunday, December 21, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
