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Official data from USPTO

PERSONALIZED RETIREMENT INCOME ANALYSIS

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

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: WordOffice: US

Quick snapshot

PERSONALIZED RETIREMENT INCOME ANALYSIS

ST13

US500000097270541

Class

36

Filing

97270541

Registration

7281301

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

28

Latest update

06/23/2026

Classification

Registered

Trademark type

Word

Nice classes

36

Filing date

02/16/2022

Registration date

01/16/2024

Expiration date

-

Recommended action

Perform a full collision analysis and validate classes before any filing or trademark investment.

Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/16/2024

Last transaction

06/23/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

First use anywhere

12/01/2013

First use in commerce

12/01/2013

Drawing code

4

Owner type

03

Owner location

Carpinteria, CA, US

Examiner

WHITE, TRAVIS WILLIAM

Law office

N80

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

P. C. (pessoa física)

Representatives

Kristin B. Kosinski CISLO & THOMAS LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial analysisadvisory and consultancy servicescreating personalized income and investment strategies for one's retirement years by using a spreadsheet based retirement planning tool

Publications

History of USPTO decisions and trademark events.

28 publications found

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

06/19/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/19/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

06/19/2026

REAP

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

06/19/2026

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

06/19/2026

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

06/19/2026

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

01/16/2024

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

01/16/2024

EXPT

EXPARTE APPEAL TERMINATED

10/14/2023

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

09/01/2023

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

09/01/2023

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/01/2023

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

05/18/2023

EXPI

EX PARTE APPEAL-INSTITUTED

05/18/2023

JURT

JURISDICTION RESTORED TO EXAMINING ATTORNEY

05/18/2023

EXAF

EXPARTE APPEAL RECEIVED AT TTAB

05/18/2023

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

03/15/2023

GNFR

FINAL REFUSAL E-MAILED

03/15/2023

CNFR

FINAL REFUSAL WRITTEN

03/15/2023

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/09/2023

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/08/2023

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/08/2023

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

10/13/2022

GNRT

NON-FINAL ACTION E-MAILED

10/13/2022

CNRT

NON-FINAL ACTION WRITTEN

10/13/2022

DOCK

ASSIGNED TO EXAMINER

10/06/2022

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

02/22/2022

NWAP

NEW APPLICATION ENTERED

02/19/2022

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