USPTO serial 99507315
RETIRE WITH CONFIDENCE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 16, 2026
- Examiner
- FIRST, VIVIAN M
- 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.
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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.
Lynn M. Jordan
Lynn M. Jordan Attorney of Record, DC Bar memberSuite 6001150 Connecticut Avenue, NWWashington, DC 20036Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable audio and video recordings featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; Downloadable webinars in the field of finance, investment, and retirement; Downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning; Downloadable electronic publications in the nature of newsletters, magazines, white papers, reports, and brochures in the field of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs | ACTIVE | — |
| 036 | Financial advisory and consultancy services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; Hedge fund management; Hedge fund investment services; Providing financial information via a website; Mutual fund investment; Investment management; Investment fund management services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Investment management of pension funds; Financial affairs and monetary affairs, namely, financial information, management and analysis services | ACTIVE | Jun 1, 2000 |
| 041 | Non-downloadable electronic publications in the nature of newsletters, magazines, articles, white papers, reports, podcasts, videos and brochures in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Education services, namely, providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement; Providing online non-downloadable videos in the field of investment, investment management, asset management, portfolio management, financial budgeting, planning for retirement and financial and monetary affairs | ACTIVE | Jun 1, 2000 |
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.
- Other trademarks owned by T. Rowe Price Group, Inc.
- Other trademarks owned by T. Rowe Price Group, Inc.
- Other trademarks owned by T. Rowe Price Group, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named RETIRE WITH CONFIDENCE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 16, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jun 16, 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. |
| Apr 28, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 28, 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. |
| Apr 22, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 27, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 26, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 20, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Nov 20, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 20, 2025 | NWAP | NEW APPLICATION ENTERED | — |