RETIRESURE401K Trademark
Trademark Overview
On Monday, March 17, 2025, a trademark application was filed for RETIRESURE401K with the United States Patent and Trademark Office. The USPTO has given the RETIRESURE401K trademark a serial number of 99088545. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, August 27, 2025. This trademark is owned by Financial Counseling Resources, LLC. The RETIRESURE401K trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Financial consultancy services; Financial investment brokerage services; Financial securities exchange services; On-line financial planning services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial services, namely, life insurance settlement services; Insurance and financial information and consultancy services; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial services, namely, commodity trading and managed futures advisory and management...
General Information
| Serial Number | 99088545 |
| Word Mark | RETIRESURE401K |
| Filing Date | Monday, March 17, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, August 27, 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 | Tuesday, September 16, 2025 |
Trademark Statements
| Pseudo Mark | RETIRE SURE FOUR ZERO ONE K |
| Pseudo Mark | RETIRE SURE FOUR HUNDRED ONE K |
| Goods and Services | Financial advisory services; Financial consultancy services; Financial investment brokerage services; Financial securities exchange services; On-line financial planning services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial services, namely, life insurance settlement services; Insurance and financial information and consultancy services; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services in the nature of providing an investment option available for life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial administration of retirement plans |
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 | Monday, March 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Financial Counseling Resources, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Laguna Niguel, CA 92677 |
Trademark Events
| Event Date | Event Description |
| Monday, March 17, 2025 | NEW APPLICATION ENTERED |
| Monday, March 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, August 18, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 10, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, August 18, 2025 | ASSIGNED TO EXAMINER |
| Monday, August 4, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
