RISK-BASED LIFESTYLE AND LEGACY PLANNING Trademark
Trademark Overview
On Saturday, June 14, 2025, a trademark application was filed for RISK-BASED LIFESTYLE AND LEGACY PLANNING with the United States Patent and Trademark Office. The USPTO has given the RISK-BASED LIFESTYLE AND LEGACY PLANNING trademark a serial number of 99234681. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Saturday, June 14, 2025. This trademark is owned by Retirement Risk Advisors. The RISK-BASED LIFESTYLE AND LEGACY PLANNING trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Educational services, namely, conducting seminars, webinars, workshops and classes in the field of of financial planning.
Financial planning, namely, providing retirement income strategies, legacy preservation, and risk-based financial analysis.
General Information
| Serial Number | 99234681 |
| Word Mark | RISK-BASED LIFESTYLE AND LEGACY PLANNING |
| Filing Date | Saturday, June 14, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Saturday, June 14, 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 seminars, webinars, workshops and classes in the field of of financial planning. |
| Goods and Services | Financial planning, namely, providing retirement income strategies, legacy preservation, and risk-based financial analysis. |
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 | Saturday, June 14, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 9, 2024 |
| First Use In Commerce Date | Monday, September 9, 2024 |
| 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 | Saturday, June 14, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, September 9, 2024 |
| First Use In Commerce Date | Monday, September 9, 2024 |
Trademark Owner History
| Party Name | Retirement Risk Advisors |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Collierville, TN 38017 |
Trademark Events
| Event Date | Event Description |
| Saturday, June 14, 2025 | NEW APPLICATION ENTERED |
| Saturday, June 14, 2025 | APPLICATION FILING RECEIPT MAILED |
