| Serial Number | 98858623 |
| Word Mark | ROADMAP ADVISORS, INC. |
| Filing Date | Monday, November 18, 2024 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Saturday, June 28, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Description of Mark | The mark consists of We are in receipt of the Trademark Examiner's Office Action dated May 29, 2025 requiring a disclaimer for 'Roadmap.' Applicant is the Owner of Registered Mark, 'Roadmap Tax' (Reg. No.: 5140683). Applicant was not required to disclaim 'Roadmap' for this registration as it is the essence of the mark and not descriptive. For the current mark, we disclaimed 'Advisors, Inc.' and have reason to believe that the Office action Instruction to disclaim 'Roadmap' is a mistake. |
| Pseudo Mark | ROADMAP ADVISORS INC |
| Goods and Services | Insurance services, namely, annuities, long-term care insurance, group health insurance, life insurance and disability income insurance; wealth management and financial services, namely, risk management, cash management, investment planning, retirement planning, and estate conversion |
| Indication of Colors claimed | The color(s) gold, gray, and black is/are claimed as a feature of the mark. |
| NOT AVAILABLE | ADVISORS, INC. |
| 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, November 18, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 27, 2020 |
| First Use In Commerce Date | Wednesday, May 27, 2020 |
| Party Name | Roadmap Tax Services, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92108 |
| Event Date | Event Description |
| Monday, November 18, 2024 | NEW APPLICATION ENTERED |
| Wednesday, May 21, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, May 21, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, May 22, 2025 | ASSIGNED TO EXAMINER |
| Thursday, May 29, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, May 29, 2025 | NON-FINAL ACTION E-MAILED |
| Saturday, June 28, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, May 29, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, June 28, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, June 28, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |