SAVE FOR YOUR FUTURE RETIREMENT PLAN Trademark

Trademark Overview


On Monday, June 17, 2024, a trademark application was filed for SAVE FOR YOUR FUTURE RETIREMENT PLAN with the United States Patent and Trademark Office. The USPTO has given the SAVE FOR YOUR FUTURE RETIREMENT PLAN trademark a serial number of 98604104. The federal status of this trademark filing is REGISTERED as of Tuesday, May 19, 2026. This trademark is owned by Orgel Wealth Management, LLC. The SAVE FOR YOUR FUTURE RETIREMENT PLAN trademark is filed in the Insurance & Financial Services category with the following description:

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
save for your future retirement plan

General Information


Serial Number98604104
Word MarkSAVE FOR YOUR FUTURE RETIREMENT PLAN
Filing DateMonday, June 17, 2024
Status700 - REGISTERED
Status DateTuesday, May 19, 2026
Registration Number8265010
Registration DateTuesday, May 19, 2026
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 29, 2025

Trademark Statements


Goods and ServicesFinancial 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"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, June 17, 2024
Primary Code036
First Use Anywhere DateThursday, July 25, 2024
First Use In Commerce DateThursday, July 25, 2024

Trademark Owner History


Party NameOrgel Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressAltoona, WI 54720
US

Party NameOrgel Wealth Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressAltoona, WI 54720
US

Party NameOrgel Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAltoona, WI 54720
US

Trademark Events


Event DateEvent Description
Monday, June 17, 2024NEW APPLICATION ENTERED
Monday, June 17, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, December 19, 2024ASSIGNED TO EXAMINER
Saturday, December 21, 2024NON-FINAL ACTION WRITTEN
Saturday, December 21, 2024NON-FINAL ACTION E-MAILED
Saturday, December 21, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 21, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 21, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 21, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, March 28, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 23, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 29, 2025PUBLISHED FOR OPPOSITION
Tuesday, April 29, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 24, 2025NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, December 4, 2025TEAS STATEMENT OF USE RECEIVED
Thursday, December 4, 2025USE AMENDMENT FILED
Tuesday, April 28, 2026STATEMENT OF USE PROCESSING COMPLETE
Wednesday, April 29, 2026ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, April 29, 2026NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, May 19, 2026REGISTERED-PRINCIPAL REGISTER
Tuesday, May 19, 2026NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, May 19, 2026NOTICE OF REGISTRATION CONFIRMATION EMAILED