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Official data from USPTO

INCOME STRATEGIES FOR YOUR LIFE

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

INCOME STRATEGIES FOR YOUR LIFE

ST13

US500000077039329

Class

36

Filing

77039329

Registration

3305461

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

29

Latest update

10/15/2025

Trademark type

Word

Nice classes

36

Filing date

11/08/2006

Registration date

10/09/2007

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/31/2017

Last transaction

10/15/2025

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

07/26/2006

First use in commerce

07/26/2006

Drawing code

4

Owner type

03

Owner location

Mooresville, NC

Examiner

SAPPENFIELD, ANN

Law office

M80

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

Retirement Income Advisers, Inc.

Representatives

Shawn R. Farmer MUSKIN & FARMER, LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Annuity underwriting; Financial evaluation for insurance purposes; Financial planning; Financial planning consultation; Financial servicesnamely assisting others with the completion of financial transactions for stocksbondssecurities and equities; Insurance agency and brokerage; Insurance consultation; Insurance servicesunderwritingissuing and administration of life insurance; Investment management of and distribution of variable annuities; Issuance and administration of annuities; Life insurance brokerage

Publications

History of USPTO decisions and trademark events.

29 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

10/09/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

10/09/2025

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

10/09/2025

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

10/31/2017

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

10/31/2017

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

10/31/2017

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

10/31/2017

E89R

TEAS SECTION 8 & 9 RECEIVED

10/05/2017

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

10/05/2017

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

10/09/2016

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

10/08/2013

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

10/08/2013

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

10/08/2013

815F

REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED

10/02/2013

E815

TEAS SECTION 8 & 15 RECEIVED

10/02/2013

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

10/21/2009

R.PR

REGISTERED-PRINCIPAL REGISTER

10/09/2007

PUBO

PUBLISHED FOR OPPOSITION

07/24/2007

NPUB

NOTICE OF PUBLICATION

07/04/2007

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

05/08/2007

ALIE

ASSIGNED TO LIE

05/08/2007

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

04/19/2007

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

04/19/2007

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

04/18/2007

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

04/18/2007

GNRT

NON-FINAL ACTION E-MAILED

03/19/2007

CNRT

NON-FINAL ACTION WRITTEN

03/19/2007

DOCK

ASSIGNED TO EXAMINER

03/15/2007

NWAP

NEW APPLICATION ENTERED

11/14/2006

Continuous trademark protection

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