RETIRENAV(K) Trademark

Trademark Overview


On Friday, November 1, 2024, a trademark application was filed for RETIRENAV(K) with the United States Patent and Trademark Office. The USPTO has given the RETIRENAV(K) trademark a serial number of 98832488. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Thursday, April 2, 2026. This trademark is owned by Boulay Financial Advisors, LLC. The RETIRENAV(K) trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial administration and management of Pooled Employer Plan (PEP) retirement accounts; Investment management services; investment management of funds; pension and pension fund investment management, namely, financial management and financial administration of corporate pension plans; portfolio investment management; stock investment management; investment advice services; real estate investment trust management services; pension services, namely, providing annuity services not constituting insurance in the nature of investment management and investment advice for annuity providers; Financial analysis and consultation services in the nature of providing financial market analyses in the form of stock market information to enable active management of investments in the field of qualified and nonqualified retirement programs and investments for others; Investment management and investment advisory services; Trustee financial services, namely financial adviso...
retirenav(k)

General Information


Serial Number98832488
Word MarkRETIRENAV(K)
Filing DateFriday, November 1, 2024
Status680 - APPROVED FOR PUBLICATION
Status DateThursday, April 2, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Pseudo MarkRETIRE NAV K
Goods and ServicesFinancial services, namely, financial administration and management of Pooled Employer Plan (PEP) retirement accounts; Investment management services; investment management of funds; pension and pension fund investment management, namely, financial management and financial administration of corporate pension plans; portfolio investment management; stock investment management; investment advice services; real estate investment trust management services; pension services, namely, providing annuity services not constituting insurance in the nature of investment management and investment advice for annuity providers; Financial analysis and consultation services in the nature of providing financial market analyses in the form of stock market information to enable active management of investments in the field of qualified and nonqualified retirement programs and investments for others; Investment management and investment advisory services; Trustee financial services, namely financial advisory, financial asset management, and trustee services; Financial management, financial employee benefit plan administration and support services concerning insurance and finance, financial employee benefit plan information management concerning insurance and finance, financial trust information management, financial trust administration support services in the nature of financial administration of employee benefit plans concerning insurance and finance; Fiduciary services, namely, fiduciary representative services; Fiduciary tax payment processing services; Investment advice related to 401(k) investments, namely, mutual funds, separate accounts and collective investment trusts (CITS); Investment management; Investment of funds; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Funds investment; Hedge fund investment services; Public equity investment management; Financial investment services, namely, fund investment consultation, investment advice, investment fund and partnership fund investment advice, investment fund transfer and transaction services, investment management services, investment administration services; Financial services, namely, employee pension plan investment management consulting and financial administration services, 401(K) plan financial consulting and financial administration services, and profit-sharing plan financial consulting and financial administration services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 1, 2024
Primary Code036
First Use Anywhere DateTuesday, October 1, 2024
First Use In Commerce DateTuesday, October 1, 2024

Trademark Owner History


Party NameBoulay Financial Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressEden Prairie, MN 55344
US

Trademark Events


Event DateEvent Description
Friday, November 1, 2024NEW APPLICATION ENTERED
Wednesday, April 30, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, May 1, 2025ASSIGNED TO EXAMINER
Monday, May 12, 2025NON-FINAL ACTION WRITTEN
Monday, May 12, 2025NON-FINAL ACTION E-MAILED
Monday, May 12, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, October 3, 2025ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Friday, October 3, 2025ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Monday, November 3, 2025TEAS PETITION TO REVIVE RECEIVED
Monday, November 3, 2025PETITION TO REVIVE-GRANTED
Monday, November 3, 2025NOTICE OF REVIVAL - E-MAILED
Monday, November 3, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, November 3, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, November 3, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 28, 2025FINAL REFUSAL WRITTEN
Friday, November 28, 2025FINAL REFUSAL E-MAILED
Friday, November 28, 2025NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, February 26, 2026TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, February 26, 2026APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, February 26, 2026TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, February 26, 2026ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, February 26, 2026TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 26, 2026TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, February 26, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 26, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 24, 2026EXAMINERS AMENDMENT -WRITTEN
Tuesday, March 24, 2026EXAMINERS AMENDMENT E-MAILED
Tuesday, March 24, 2026NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, March 24, 2026EXAMINER'S AMENDMENT ENTERED
Thursday, April 2, 2026APPROVED FOR PUB - PRINCIPAL REGISTER