SUCCESSFUL RETIREMENT Trademark
Trademark Overview
On Tuesday, August 27, 2024, a trademark application was filed for SUCCESSFUL RETIREMENT with the United States Patent and Trademark Office. The USPTO has given the SUCCESSFUL RETIREMENT trademark a serial number of 98720027. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Wednesday, October 15, 2025. This trademark is owned by Successful Retirement Wealth Management LLC. The SUCCESSFUL RETIREMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial planning for retirement; Providing information in the field of financial planning
General Information
| Serial Number | 98720027 |
| Word Mark | SUCCESSFUL RETIREMENT |
| Filing Date | Tuesday, August 27, 2024 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Wednesday, October 15, 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 | Financial planning and investment advisory services; Financial planning for retirement; Providing information in the field of financial planning |
| NOT AVAILABLE | RETIREMENT |
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 | Tuesday, August 27, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, October 31, 2014 |
| First Use In Commerce Date | Friday, October 31, 2014 |
Trademark Owner History
| Party Name | Successful Retirement Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Alpharetta, GA 30022 |
Trademark Events
| Event Date | Event Description |
| Tuesday, August 27, 2024 | NEW APPLICATION ENTERED |
| Tuesday, August 27, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 4, 2025 | ASSIGNED TO EXAMINER |
| Monday, March 17, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, March 17, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, March 17, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 17, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 17, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 17, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 15, 2025 | FINAL REFUSAL WRITTEN |
| Wednesday, October 15, 2025 | FINAL REFUSAL E-MAILED |
| Wednesday, October 15, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, June 13, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Friday, June 13, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
