NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
record initialized not assigned to examiner
on 27 Dec 2024
Last Applicant/ Owned by
PO BOX 172
North Brookfield
US
MA
01535
Serial Number
98925120 filed on 27th Dec 2024
Registration Number
N/A
Correspondent Address
Jerome W. Boston, Esq.
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
THE RETIREMENT WIZ
Business consultancy; Business consulting, management, and planning services in the field of retirement, qualified accounts, insurance, annuities, and estate planning; Business planning; Business strategic planning services; Providing business management information in connection with consulting and advisory services in the field of strategic planning Advice on finance during retirement; Annuity Read More
Classification Information
Class [036]
Insurance & Financial Services
Advice on finance during retirement; Annuity services, namely, account and investment administration; Estate planning; Estate trust planning; Financial administration of retirement plans; 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 life, health, and disability insurance; Investment advice in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment consultation in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment management in the fields of retirement, qualified accounts, insurance, annuities, and estate 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 finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of estate planning
First Use Date in General
01st Jul 2013
First Use Date in Commerce
01st Aug 2013
Class [035]
Advertising, Business & Retail Services
Business consultancy; Business consulting, management, and planning services in the field of retirement, qualified accounts, insurance, annuities, and estate planning; Business planning; Business strategic planning services; Providing business management information in connection with consulting and advisory services in the field of strategic planning
First Use Date in General
01st Jul 2013
First Use Date in Commerce
01st Aug 2013
Mark Details
Serial Number
No 98925120
Mark Type
No Service Mark
Attorney Docket Number
No E578841901
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 27th Dec 2024 | NEW APPLICATION ENTERED |