| Serial Number | 98925120 |
| Word Mark | THE RETIREMENT WIZ |
| Filing Date | Friday, December 27, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, August 6, 2025 |
| 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 | Tuesday, August 26, 2025 |
| Description of Mark | The mark consists of a stylized shield design with outward-facing points on the top and bottom and inward-facing points on the sides. On either side of the shield shape is a partial oval with a partial sunburst design inside. In the upper portion of the shield shape is a shaded triangle that follows the contours of the shield shape and contains the wording "THE RETIREMENT". Below this triangle shape is the word "WIZ" in large stylized letters with a subtle shadow. Below the word "WIZ" are several vertical stripes across the width of the shield shape and also following the contour thereof. |
| 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 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 |
| NOT AVAILABLE | "RETIREMENT" |
| 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 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | North Brookfield, MA 01535 |
| Event Date | Event Description |
| Friday, December 27, 2024 | NEW APPLICATION ENTERED |
| Saturday, May 31, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, June 11, 2025 | ASSIGNED TO EXAMINER |
| Friday, June 13, 2025 | NON-FINAL ACTION E-MAILED |
| Saturday, May 31, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 13, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 13, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, July 22, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 22, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 22, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 23, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |