USPTO serial 99333553
DIRECTED IRA
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 20, 2026
- Examiner
- ALI, STEPHANIE MARIE
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
Need help with DIRECTED IRA?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jarom Bergeson
Jarom Bergeson Kyler, Kohler, Ostermiller & Sorensen, LLP1883 W. Royal Hunte Dr., Suite 200Cedar City, UT 84720United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial administration of retirement plans | ACTIVE | Sep 10, 2018 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 20, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Oct 20, 2026 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Sep 1, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 1, 2026 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Aug 26, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 7, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 5, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 5, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 5, 2026 | ALIE | ASSIGNED TO LIE | — |
| Aug 4, 2026 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Aug 4, 2026 | PGRR | PETITION GRANTED - RESPONSE RECEIVED | — |
| Aug 4, 2026 | APET | ASSIGNED TO PETITION STAFF | — |
| Jun 30, 2026 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Jun 30, 2026 | MAB2 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Jun 30, 2026 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Mar 6, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 6, 2026 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 6, 2026 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 28, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 23, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 12, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Aug 12, 2025 | NWAP | NEW APPLICATION ENTERED | — |