| Serial Number | 99541756 |
| Word Mark | SYMPHONY RETIREMENT PARTNERS, LLC |
| Filing Date | Thursday, December 11, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, April 29, 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 | NOT AVAILABLE |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of a stylized, symmetrical emblem resembling an interwoven knot or floral motif, positioned above the word “SYMPHONY” in refined uppercase serif font, with “Retirement Partners, LLC” displayed below in smaller, elegant serif type. |
| Goods and Services | 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 |
| Goods and Services | Educational services, namely, providing seminars and workshops in the fields 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 |
| 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 | Thursday, December 11, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, April 30, 2019 |
| First Use In Commerce Date | Tuesday, April 30, 2019 |
| 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 | Thursday, December 11, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, April 30, 2019 |
| First Use In Commerce Date | Tuesday, April 30, 2019 |
| Party Name | Symphony Retirement Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Round Rock, TX 78681 US |
| Event Date | Event Description |
| Thursday, December 11, 2025 | NEW APPLICATION ENTERED |
| Thursday, December 11, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, April 3, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 3, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, April 15, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, April 29, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, April 29, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 29, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |