RPAG Trademark
Trademark Overview
On Monday, August 18, 2025, a trademark application was filed for RPAG with the United States Patent and Trademark Office. The USPTO has given the RPAG trademark a serial number of 99343899. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, February 24, 2026. This trademark is owned by Retirement Plan Advisory Group, LLC. The RPAG trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:
Business education and training services, namely, providing educational conferences, seminars, online training sessions, webinars, materials and online non-downloadable videos in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; interactive online training services in the fields of retirement plans and their service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; providing training for retirement plan consultants and advisors in the fields of business management, business operations, sales and marketing; providing online, non-downloadable videos featuring educational and training content in the fields of retirement plans and their service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee b...
Business marketing and consulting services in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; marketing advisory services in the fields of retirement plans, their sponsors, participants and service providers, financial planning, and employee benefits; business consulting services in the field of practice management for retirement plan consultants and advisors; providing business planning and marketing solutions for retirement plan consultants and advisors.
Providing a members-only website featuring technology that provides members, including financial services firms and their users, with the ability to obtain information, materials and analysis regarding retirement plans, their sponsors, participants and services providers, advisory services to retirement plans and their sponsors and participants, investment products, such as collective investment funds, mutual funds, and annuities, and related services to retirement plans and their sponsors and participants; providing an interactive website featuring technology that allows users to access, analyze and synthesize information and generate reports for their use in providing advisory services and related analyses, advisory and retirement planning services; providing technology consulting and technology advisory services in the fields of retirement plans, advisory services, financial planning, and employee benefits.
Financial consulting and advisory services in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; financial retirement plan consulting services; providing information and advice in the fields of finance, investment products, financial valuations, and the financial aspects of retirement; providing a resource website featuring educational information and information in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; financial due diligence services in the fields of investment products, such as collective investment funds, mutual funds, and annuities, and related services to retirement plans and their sponsors and participants; providing information and financial analysis in the fields of i...
General Information
| Serial Number | 99343899 |
| Word Mark | RPAG |
| Filing Date | Monday, August 18, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, February 24, 2026 |
| 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 | Tuesday, February 24, 2026 |
Trademark Statements
| Goods and Services | Business education and training services, namely, providing educational conferences, seminars, online training sessions, webinars, materials and online non-downloadable videos in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; interactive online training services in the fields of retirement plans and their service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; providing training for retirement plan consultants and advisors in the fields of business management, business operations, sales and marketing; providing online, non-downloadable videos featuring educational and training content in the fields of retirement plans and their service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits. |
| Goods and Services | Business marketing and consulting services in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; marketing advisory services in the fields of retirement plans, their sponsors, participants and service providers, financial planning, and employee benefits; business consulting services in the field of practice management for retirement plan consultants and advisors; providing business planning and marketing solutions for retirement plan consultants and advisors. |
| Description of Mark | The mark consists of the stylized letters "RPAG" with curved design element extending from the letter "A" rightward and following the letter "G". |
| Goods and Services | Providing a members-only website featuring technology that provides members, including financial services firms and their users, with the ability to obtain information, materials and analysis regarding retirement plans, their sponsors, participants and services providers, advisory services to retirement plans and their sponsors and participants, investment products, such as collective investment funds, mutual funds, and annuities, and related services to retirement plans and their sponsors and participants; providing an interactive website featuring technology that allows users to access, analyze and synthesize information and generate reports for their use in providing advisory services and related analyses, advisory and retirement planning services; providing technology consulting and technology advisory services in the fields of retirement plans, advisory services, financial planning, and employee benefits. |
| Goods and Services | Financial consulting and advisory services in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; financial retirement plan consulting services; providing information and advice in the fields of finance, investment products, financial valuations, and the financial aspects of retirement; providing a resource website featuring educational information and information in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; financial due diligence services in the fields of investment products, such as collective investment funds, mutual funds, and annuities, and related services to retirement plans and their sponsors and participants; providing information and financial analysis in the fields of investment products, such as collective investment funds, mutual funds, and annuities, and related services to retirement plans. |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 18, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, August 18, 2025 |
| Primary Code | 036 |
| 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 | Monday, August 18, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 18, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Retirement Plan Advisory Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Aliso Viejo, CA 92656
US |
| Party Name | Retirement Plan Advisory Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Aliso Viejo, CA 92656
US |
Trademark Events
| Event Date | Event Description |
| Monday, August 18, 2025 | NEW APPLICATION ENTERED |
| Monday, August 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, January 5, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, January 5, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, January 6, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, January 13, 2026 | NON-FINAL ACTION WRITTEN |
| Tuesday, January 13, 2026 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 13, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, January 13, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, January 13, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, January 13, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, January 30, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 18, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 24, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 24, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
