THE RETIREMENT WIZ Trademark
Trademark Overview
On Friday, December 27, 2024, a trademark application was filed for THE RETIREMENT WIZ with the United States Patent and Trademark Office. The USPTO has given the THE RETIREMENT WIZ trademark a serial number of 98925120. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, December 27, 2024. The THE RETIREMENT WIZ trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Advice on finance during retirement; Annuity services, namely, account and investment administration; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial administration of retirement plans; Financial consultancy services; Financial planning for retirement; Financial retirement plan consulting services; Individual retirement account services; Insurance consultation; Insurance consulting in the field of life, health, and disability insurance; Investment advice in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment consultation in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment management in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Mutual fund advisory services; Providing informati...
Business consultancy; Business consulting, management, and planning services in the field of retirement, qualified accounts, insurance, annuities, and estate planning; Business planning; Business strategic planning services; Providing business management information in connection with consulting and advisory services in the field of strategic planning
General Information
| Serial Number | 98925120 |
| Word Mark | THE RETIREMENT WIZ |
| Filing Date | Friday, December 27, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, December 27, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a shield shape around the words starting with "THE RETIREMENT" at the top, and "WIZ" below that with bold parallel lines underneath that. |
| Goods and Services | Advice on finance during retirement; Annuity services, namely, account and investment administration; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial administration of retirement plans; Financial consultancy services; Financial planning for retirement; Financial retirement plan consulting services; Individual retirement account services; Insurance consultation; Insurance consulting in the field of life, health, and disability insurance; Investment advice in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment consultation in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment management in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Mutual fund advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of estate planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Business consultancy; Business consulting, management, and planning services in the field of retirement, qualified accounts, insurance, annuities, and estate planning; Business planning; Business strategic planning services; Providing business management information in connection with consulting and advisory services in the field of strategic planning |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 27, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, July 1, 2013 |
| First Use In Commerce Date | Thursday, August 1, 2013 |
| 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 | Friday, December 27, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 1, 2013 |
| First Use In Commerce Date | Thursday, August 1, 2013 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | North Brookfield, MA 01535 |
Trademark Events
| Event Date | Event Description |
| Friday, December 27, 2024 | NEW APPLICATION ENTERED |
