YOUR RETIREMENT DESERVES A STRATEGY Trademark

Trademark Overview


On Friday, April 26, 2024, a trademark application was filed for YOUR RETIREMENT DESERVES A STRATEGY with the United States Patent and Trademark Office. The USPTO has given the YOUR RETIREMENT DESERVES A STRATEGY trademark a serial number of 98520995. The federal status of this trademark filing is SU - NON-FINAL ACTION - MAILED as of Tuesday, December 16, 2025. This trademark is owned by Ludwig & Associates, Ltd.. The YOUR RETIREMENT DESERVES A STRATEGY trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Strategic financial advisory services; financial consulting services; financial planning and investment advisory services; investment management services; financial retirement plan consulting services; estate trust planning services; estate planning; estate trust management; estate valuation services; Insurance information and consultancy

Tax preparation and planning services; accounting services
your retirement deserves a strategy

General Information


Serial Number98520995
Word MarkYOUR RETIREMENT DESERVES A STRATEGY
Filing DateFriday, April 26, 2024
Status807 - SU - NON-FINAL ACTION - MAILED
Status DateTuesday, December 16, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 18, 2025

Trademark Statements


Goods and ServicesStrategic financial advisory services; financial consulting services; financial planning and investment advisory services; investment management services; financial retirement plan consulting services; estate trust planning services; estate planning; estate trust management; estate valuation services; Insurance information and consultancy
Goods and ServicesTax preparation and planning services; accounting services

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 26, 2024
Primary Code035
First Use Anywhere DateTuesday, December 31, 2024
First Use In Commerce DateTuesday, December 31, 2024

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 26, 2024
Primary Code036
First Use Anywhere DateTuesday, December 31, 2024
First Use In Commerce DateTuesday, December 31, 2024

Trademark Owner History


Party NameLudwig & Associates, Ltd.
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressLombard, IL 60148

Party NameLudwig & Associates, Ltd.
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressLombard, IL 60148

Trademark Events


Event DateEvent Description
Friday, April 26, 2024NEW APPLICATION ENTERED
Friday, April 26, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, November 12, 2024ASSIGNED TO EXAMINER
Tuesday, November 12, 2024NON-FINAL ACTION WRITTEN
Tuesday, November 12, 2024NON-FINAL ACTION E-MAILED
Tuesday, November 12, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, December 18, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 18, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 19, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 24, 2025EXAMINERS AMENDMENT -WRITTEN
Friday, January 24, 2025EXAMINERS AMENDMENT E-MAILED
Friday, January 24, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, January 24, 2025EXAMINER'S AMENDMENT ENTERED
Friday, January 24, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 12, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 18, 2025PUBLISHED FOR OPPOSITION
Tuesday, February 18, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 15, 2025NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, May 30, 2025TEAS STATEMENT OF USE RECEIVED
Monday, June 23, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, June 23, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, June 23, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, November 14, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, May 30, 2025USE AMENDMENT FILED
Friday, November 14, 2025STATEMENT OF USE PROCESSING COMPLETE
Tuesday, December 16, 2025SU - NON-FINAL ACTION - WRITTEN
Tuesday, December 16, 2025NON-FINAL ACTION E-MAILED
Tuesday, December 16, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED