NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
10/14/2025
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Official data from USPTO
THE RETIREMENT WIZ
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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
16
Latest update
10/14/2025
Trademark type
Combined
Nice classes
35, 36
Filing date
12/27/2024
Registration date
10/14/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/14/2025
Last transaction
10/14/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
07/01/2013
First use in commerce
08/01/2013
Drawing code
3
Owner type
01
Owner location
North Brookfield, MA, US
Examiner
JANSON,ANDREW KYLE
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of a stylized shield design with outward-facing points on the top and bottom and inward-facing points on the sides. On either side of the shield shape is a partial oval with a partial sunburst design inside. In the upper portion of the shield shape is a shaded triangle that follows the contours of the shield shape and contains the wording "THE RETIREMENT". Below this triangle shape is the word "WIZ" in large stylized letters with a subtle shadow. Below the word "WIZ" are several vertical stripes across the width of the shield shape and also following the contour thereof.
Holders and representatives
Holders
E. A. (pessoa física)
Representatives
Jerome W. Boston, Esq. LZ Legal Services, LLC
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business consultancy; Business consultingmanagementplanning services in the field of retirementqualified accountsinsuranceannuitiesestate planning; Business planning; Business strategic planning services; Providing business management information in connection with consulting and advisory services in the field of strategic planning
Class 36
Advice on finance during retirement; Annuity servicesaccount and investment administration; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial consultancy services; Financial planning for retirement; Financial retirement plan consulting services; Individual retirement account services; Insurance consultation; Insurance consulting in the field of lifehealthdisability insurance; Investment advice in the fields of retirementqualified accountsinsuranceannuitiesestate planning; Investment consultation in the fields of retirementqualified accountsinsuranceannuitiesestate planning; Investment management in the fields of retirementqualified accountsinsuranceannuitiesestate planning; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Mutual fund advisory services; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information in the field of estate planning
Publications
History of USPTO decisions and trademark events.
16 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
10/14/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/26/2025
PUBO
PUBLISHED FOR OPPOSITION
08/26/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/20/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/23/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/22/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/22/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/22/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/13/2025
GNRT
NON-FINAL ACTION E-MAILED
06/13/2025
CNRT
NON-FINAL ACTION WRITTEN
06/13/2025
DOCK
ASSIGNED TO EXAMINER
06/11/2025
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
05/31/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/31/2025
NWAP
NEW APPLICATION ENTERED
12/27/2024
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