NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
02/26/2026
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Official data from USPTO
RETIREMENT TUNE-UP
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
20
Latest update
02/27/2026
Trademark type
Combined
Nice classes
36
Filing date
11/15/2019
Registration date
11/17/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/26/2026
Last transaction
02/27/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
10/01/2017
First use in commerce
10/01/2017
Drawing code
3
Owner type
16
Owner location
Sandusky, OH, US
Examiner
BHANOT, KAPIL KUMAR
Current location
Historical data usage
Mark description
The mark consists of The words "RETIREMENT TUNE-UP" in stylized form, where the letters "UP" at the end of "TUNE-UP" are connected at the top, but separated therebelow by a space that is in the form of an upwardly pointing arrow.
Holders and representatives
Holders
W.A. Smith Financial LLC
Representatives
Randolph E. Digges, III RANKIN, HILL & CLARK LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning for retirement; Investment consultation in the fields of retirement; Investment management in the fields of retirement; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement
Publications
History of USPTO decisions and trademark events.
20 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02/26/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/26/2026
E815
TEAS SECTION 8 & 15 RECEIVED
11/20/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/17/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
11/17/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/01/2020
PUBO
PUBLISHED FOR OPPOSITION
09/01/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/12/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/27/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/16/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/15/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/15/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/20/2020
GNRT
NON-FINAL ACTION E-MAILED
02/20/2020
CNRT
NON-FINAL ACTION WRITTEN
02/20/2020
DOCK
ASSIGNED TO EXAMINER
02/20/2020
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
11/22/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/21/2019
NWAP
NEW APPLICATION ENTERED
11/19/2019
Continuous trademark protection
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