NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
06/23/2026
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Official data from USPTO
RETIRENAV(K)
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
RETIRENAV(K)
ST13
US500000098832488Class
36
Filing
98832488
Registration
8309897
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
35
Latest update
06/23/2026
Trademark type
Word
Nice classes
36
Filing date
11/01/2024
Registration date
06/23/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/23/2026
Last transaction
06/23/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
10/01/2024
First use in commerce
10/01/2024
Drawing code
4
Owner type
16
Owner location
Eden Prairie, MN, US
Examiner
DAVIS, ALEXIS A
Law office
N50
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Boulay Financial Advisors, LLC
Representatives
Glen Schumann Moss & Barnett
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesfinancial administration and management of Pooled Employer Plan (PEP) retirement accounts; Investment management services; investment management of funds; pension and pension fund investment managementfinancial management and financial administration of corporate pension plans; portfolio investment management; stock investment management; investment advice services; real estate investment trust management services; pension servicesproviding annuity services not constituting insurance in the nature of investment management and investment advice for annuity providers; Financial analysis and consultation services in the nature of providing financial market analyses in the form of stock market information to enable active management of investments in the field of qualified and nonqualified retirement programs and investments for others; Investment management and investment advisory services; Trustee financial servicesnamely financial advisoryfinancial asset managementtrustee services; Financial managementfinancial employee benefit plan administration and support services concerning insurance and financefinancial employee benefit plan information management concerning insurance and financefinancial trust information managementfinancial trust administration support services in the nature of financial administration of employee benefit plans concerning insurance and finance; Fiduciary servicesfiduciary representative services; Fiduciary tax payment processing services; Investment advice related to 401(k) investmentsmutual fundsseparate accounts and collective investment trusts (CITS); Investment management; Investment of funds; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Funds investment; Hedge fund investment services; Public equity investment management; Financial investment servicesfund investment consultationinvestment adviceinvestment fund and partnership fund investment adviceinvestment fund transfer and transaction servicesinvestment management servicesinvestment administration services; Financial servicesemployee pension plan investment management consulting and financial administration services401(K) plan financial consulting and financial administration servicesprofit-sharing plan financial consulting and financial administration services
Publications
History of USPTO decisions and trademark events.
35 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
06/23/2026
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/05/2026
PUBO
PUBLISHED FOR OPPOSITION
05/05/2026
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/29/2026
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/02/2026
XAEC
EXAMINER'S AMENDMENT ENTERED
03/24/2026
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/24/2026
GNEA
EXAMINERS AMENDMENT E-MAILED
03/24/2026
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/24/2026
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/26/2026
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/26/2026
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
02/26/2026
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/26/2026
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/26/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/26/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
02/26/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
02/26/2026
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
11/28/2025
GNFR
FINAL REFUSAL E-MAILED
11/28/2025
CNFR
FINAL REFUSAL WRITTEN
11/28/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/03/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/03/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/03/2025
NREV
NOTICE OF REVIVAL - E-MAILED
11/03/2025
PETG
PETITION TO REVIVE-GRANTED
11/03/2025
PROA
TEAS PETITION TO REVIVE RECEIVED
11/03/2025
MAB2
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
10/03/2025
ABN2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
10/03/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/12/2025
GNRT
NON-FINAL ACTION E-MAILED
05/12/2025
CNRT
NON-FINAL ACTION WRITTEN
05/12/2025
DOCK
ASSIGNED TO EXAMINER
05/01/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/30/2025
NWAP
NEW APPLICATION ENTERED
11/01/2024
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