NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
04/28/2026
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Official data from USPTO
PLAN SMART RETIRE SMART
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
PLAN SMART RETIRE SMART
ST13
US500000087015751Class
36
Filing
87015751
Registration
5122258
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
05/19/2026
Classification
Registered
Trademark type
Word
Nice classes
36
Filing date
04/27/2016
Registration date
01/17/2017
Expiration date
-
Recommended action
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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
04/28/2026
Last transaction
05/19/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
06/01/2009
First use in commerce
06/01/2009
Drawing code
4
Owner type
16
Owner location
GRAND HAVEN, MI, US
Examiner
POWERS, ALEXANDER L
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
STRATEGIC FINANCIAL GROUP LLC
IQ COMPANIES, LLC
STRATEGIC FINANCIAL GROUP LLC
Representatives
STRATEGIC FINANCIAL GROUP LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning and investment advisory services; Financial planning for retirement; Investment advisory services
Publications
History of USPTO decisions and trademark events.
28 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
04/28/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
04/28/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/28/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
02/23/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/17/2026
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
06/07/2023
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
06/07/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/07/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04/05/2023
ES8R
TEAS SECTION 8 RECEIVED
12/09/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/17/2022
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
12/18/2019
R.PR
REGISTERED-PRINCIPAL REGISTER
01/17/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/01/2016
PUBO
PUBLISHED FOR OPPOSITION
11/01/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/12/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/22/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
09/22/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/22/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
09/22/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/22/2016
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
08/12/2016
GPRA
PRIORITY ACTION E-MAILED
08/12/2016
CPRA
PRIORITY ACTION WRITTEN
08/12/2016
DOCK
ASSIGNED TO EXAMINER
08/12/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/30/2016
NWAP
NEW APPLICATION ENTERED
04/30/2016
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