RETIRE&SHIFT Trademark
Trademark Overview
On Tuesday, November 18, 2025, a trademark application was filed for RETIRE&SHIFT with the United States Patent and Trademark Office. The USPTO has given the RETIRE&SHIFT trademark a serial number of 99503074. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, November 18, 2025. This trademark is owned by Jeanne Thompson LLC. The RETIRE&SHIFT trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Paper & Printed Material Products, Advertising, Business and Retail Services, and Education & Entertainment Services categories with the following description:
Educational services, namely, conducting classes, seminars, conferences, workshops, webinars, retreats, podcasts in the fields of retirement planning and lifestyle consulting and distribution of training materials in connection therewith; Educational services, namely, conducting classes, seminars, conferences, workshops, webinars, presentations, keynote addresses, retreats for financial advisors, HR benefits leaders, conultants, coaches, pre-retirees and retirees in the field of retirement planning and lifestyle consulting; Consulting services in the field of retirement planning and lifestyle consulting training; Educational and entertainment services, namely, providing speaking tours in the nature of live presentations by educational and motivational speakers
Business consultation; Preparing audiovisual presentations for use in advertising; Organisation and conducting of product presentations; Business consultation in the field of retirement planning and lifestyle consulting; Business consulting services in business leadership development and business management
Printed educational publications, namely, training manuals in the field of retirement planning and lifestyle consulting; Printed workbooks directed to retirement planning and lifestyle consulting; Printed publications, namely, books, handouts, workbooks and presentations in the field of retirement planning and lifestyle consulting; Educational kits sold as a unit in the field of retirement planning and lifestyle consulting consisting primarily of printed educational books, flash cards and worksheets, and also including an educational DVD; Printed educational course materials in the field of retirement planning and lifestyle consulting
Downloadable educational course materials in the field of retirement planning and lifestyle consulting; Downloadable educational materials, namely, printable books, workbooks, worksheets, handouts, train the trainer guides in the field of retirement planning and lifestyle consulting; Downloadable educational podcasts in the field of retirement planning and lifestyle consulting
General Information
| Serial Number | 99503074 |
| Word Mark | RETIRE&SHIFT |
| Filing Date | Tuesday, November 18, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, November 18, 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 | Educational services, namely, conducting classes, seminars, conferences, workshops, webinars, retreats, podcasts in the fields of retirement planning and lifestyle consulting and distribution of training materials in connection therewith; Educational services, namely, conducting classes, seminars, conferences, workshops, webinars, presentations, keynote addresses, retreats for financial advisors, HR benefits leaders, conultants, coaches, pre-retirees and retirees in the field of retirement planning and lifestyle consulting; Consulting services in the field of retirement planning and lifestyle consulting training; Educational and entertainment services, namely, providing speaking tours in the nature of live presentations by educational and motivational speakers |
| Pseudo Mark | RETIRE AND SHIFT |
| Goods and Services | Business consultation; Preparing audiovisual presentations for use in advertising; Organisation and conducting of product presentations; Business consultation in the field of retirement planning and lifestyle consulting; Business consulting services in business leadership development and business management |
| Goods and Services | Printed educational publications, namely, training manuals in the field of retirement planning and lifestyle consulting; Printed workbooks directed to retirement planning and lifestyle consulting; Printed publications, namely, books, handouts, workbooks and presentations in the field of retirement planning and lifestyle consulting; Educational kits sold as a unit in the field of retirement planning and lifestyle consulting consisting primarily of printed educational books, flash cards and worksheets, and also including an educational DVD; Printed educational course materials in the field of retirement planning and lifestyle consulting |
| Goods and Services | Downloadable educational course materials in the field of retirement planning and lifestyle consulting; Downloadable educational materials, namely, printable books, workbooks, worksheets, handouts, train the trainer guides in the field of retirement planning and lifestyle consulting; Downloadable educational podcasts in the field of retirement planning and lifestyle consulting |
Classification Information
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 18, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | Friday, January 24, 2025 |
| First Use In Commerce Date | Friday, January 24, 2025 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 18, 2025 |
| Primary Code | 016 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 18, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 18, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Friday, January 24, 2025 |
| First Use In Commerce Date | Friday, January 24, 2025 |
Trademark Owner History
| Party Name | Jeanne Thompson LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Kingfield, ME 04947
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, November 18, 2025 | NEW APPLICATION ENTERED |
| Tuesday, November 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, March 20, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
