SYMPHONY RETIREMENT PARTNERS, LLC Trademark

Trademark Overview


On Thursday, December 11, 2025, a trademark application was filed for SYMPHONY RETIREMENT PARTNERS, LLC with the United States Patent and Trademark Office. The USPTO has given the SYMPHONY RETIREMENT PARTNERS, LLC trademark a serial number of 99541747. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, December 11, 2025. This trademark is owned by Symphony Retirement Partners, LLC. The SYMPHONY RETIREMENT PARTNERS, LLC trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Financial retirement plan consulting services; Investment management; Financial planning and investment advisory services; Financial consultation in the field of employer sponsored retirement plans, including 401(k) and 403(b) plans

Education services, namely, providing seminars and workshops in the field of financial planning, investment management, retirement planning, government benefits for older adults, health care expenses in retirement, retirement income strategies, caregiving, and multigenerational planning; Entertainment services, namely, providing podcasts in the field of financial planning, investment management, and retirement planning
symphony retirement partners, llc

General Information


Serial Number99541747
Word MarkSYMPHONY RETIREMENT PARTNERS, LLC
Filing DateThursday, December 11, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, December 11, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial retirement plan consulting services; Investment management; Financial planning and investment advisory services; Financial consultation in the field of employer sponsored retirement plans, including 401(k) and 403(b) plans
Goods and ServicesEducation services, namely, providing seminars and workshops in the field of financial planning, investment management, retirement planning, government benefits for older adults, health care expenses in retirement, retirement income strategies, caregiving, and multigenerational planning; Entertainment services, namely, providing podcasts in the field of financial planning, investment management, and retirement planning

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, December 11, 2025
Primary Code036
First Use Anywhere DateTuesday, April 30, 2019
First Use In Commerce DateTuesday, April 30, 2019

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, December 11, 2025
Primary Code041
First Use Anywhere DateTuesday, April 30, 2019
First Use In Commerce DateTuesday, April 30, 2019

Trademark Owner History


Party NameSymphony Retirement Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRound Rock, TX 78681

Trademark Events


Event DateEvent Description
Thursday, December 11, 2025NEW APPLICATION ENTERED
Thursday, December 11, 2025APPLICATION FILING RECEIPT MAILED