| Serial Number | 98604104 |
| Word Mark | SAVE FOR YOUR FUTURE RETIREMENT PLAN |
| Filing Date | Monday, June 17, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, June 24, 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, April 29, 2025 |
| Goods and Services | Financial planning and investment advisory services; Financial services, namely, wealth management, investment management, financial planning, and financial retirement plan consulting services; Investment management services, namely, financial investment strategy, financial investment portfolio management, monitoring financial markets for investment purposes, and global investment research service; Financial retirement plan investment management and consulting services |
| NOT AVAILABLE | "RETIREMENT PLAN" |
| 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, June 17, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Orgel Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Altoona, WI 54720 |
| Party Name | Orgel Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Altoona, WI 54720 |
| Event Date | Event Description |
| Monday, June 17, 2024 | NEW APPLICATION ENTERED |
| Monday, June 17, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, December 19, 2024 | ASSIGNED TO EXAMINER |
| Saturday, December 21, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 21, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, December 21, 2024 | NON-FINAL ACTION WRITTEN |
| Saturday, December 21, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, March 21, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 21, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 28, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 23, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 29, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 29, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 24, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |