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Official data from USPTO

RETIREMENT BALANCING ACT

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

RETIREMENT BALANCING ACT

ST13

US500000086296678

Class

36

Filing

86296678

Registration

4674964

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

28

Latest update

05/14/2026

Trademark type

Combined

Nice classes

36

Filing date

05/30/2014

Registration date

01/20/2015

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/30/2025

Last transaction

05/14/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

05/30/2014

First use in commerce

05/30/2014

Drawing code

3

Owner type

01

Owner location

DENVER, CO, US

Examiner

WATTS-FITZGERALD, CAITLIN C

Current location

PUBLICATION AND ISSUE SECTION

Mark description

The mark consists of the words "Retirement Balance Act" and three distinct graphic elements. The words "Balancing Act" are aligned horizontally, with the initial letters of each word capitalized. The letter "l" in "Balancing" is represented by, and replaced with, a graphic element, namely, a vertical line having circles of different sizes at either terminus, the smaller circle at the bottom. Atop the larger circle is a second graphic element consisting of a line with small circles of equal size at its terminus. This line is aligned approximately ten degrees off the horizontal baseline created by the words "Balancing Act," the left end higher than the right end, creating the effect that the line is balanced atop the vertical graphic element. Sitting atop this second graphic element, and aligned with, it is the word "RETIREMENT" in all capital letters, but in a smaller font that "Retirement Balancing." Suspended above the letter "E" in "Retirement" is a third graphic element consisting of a short horizontal line which appears to be a disjointed continuation of the first graphic element, a small circle at its upper terminus.

Holders and representatives

Holders

BROWN, MARK RANSOM, MR.
BROWN AND COMPANY, INC.
Brown & Tedstrom Retirement Planning, Inc.

Representatives

Charles F. Luce, Jr. Fennemore Craig, P.C.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial management; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Investment management

Publications

History of USPTO decisions and trademark events.

28 publications found

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

05/13/2026

NA89

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

10/30/2025

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

10/30/2025

89AG

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

10/30/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

10/30/2025

E89R

TEAS SECTION 8 & 9 RECEIVED

07/11/2025

REM2

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

01/20/2024

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

04/14/2021

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

04/14/2021

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

04/14/2021

ES8R

TEAS SECTION 8 RECEIVED

01/20/2021

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

01/20/2020

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

06/13/2018

R.PR

REGISTERED-PRINCIPAL REGISTER

01/20/2015

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/04/2014

PUBO

PUBLISHED FOR OPPOSITION

11/04/2014

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

10/15/2014

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

09/26/2014

ALIE

ASSIGNED TO LIE

09/25/2014

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

09/13/2014

XAEC

EXAMINER'S AMENDMENT ENTERED

09/13/2014

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

09/13/2014

GNEA

EXAMINERS AMENDMENT E-MAILED

09/13/2014

CNEA

EXAMINERS AMENDMENT -WRITTEN

09/13/2014

DOCK

ASSIGNED TO EXAMINER

09/11/2014

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

06/13/2014

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/12/2014

NWAP

NEW APPLICATION ENTERED

06/03/2014

Continuous trademark protection

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