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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, March 17, 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...
retiresure401k

General Information


Serial Number99088545
Word MarkRETIRESURE401K
Filing DateMonday, March 17, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, March 17, 2025
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


Goods and ServicesFinancial 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 Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 17, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameFinancial Counseling Resources, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressLaguna Niguel, CA 92677

Trademark Events


Event DateEvent Description
Monday, March 17, 2025NEW APPLICATION ENTERED
Monday, March 17, 2025APPLICATION FILING RECEIPT MAILED