5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING
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Serial Number

99092683

Owner

Peak Retirement Planning, Inc.

Attorney

Amber N. Davis

First Use Date

Mar 31, 2024

Filing Date

Mar 19, 2025

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5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING Trademark

Serial Number: 99092683

5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING is a trademark filed by Peak Retirement Planning, Inc. on March 19, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Peak Retirement Planning, Inc. (6 trademarks)

3600 Olentangy River Road
Columbus, OH 43214

Entity Type: 03

Trademark Details

Filing Date

March 19, 2025

Registration Date

Not Registered

First Use Anywhere

March 31, 2024

First Use in Commerce

March 31, 2024

Goods & Services

Financial services, namely, providing an investment option available for fixed index annuities, fixed life insurance products, and investment life insurance products; Insurance agency services; Financial planning and strategy services, namely, providing information and advice in the fields of financial retirement strategy and planning products.

Filing History

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
May 2, 2026 RCSC
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Oct 24, 2025 GNS3
LETTER OF SUSPENSION E-MAILED
Oct 24, 2025 GNSL
SUSPENSION LETTER WRITTEN
Oct 24, 2025 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 23, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 23, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 23, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 7, 2025 GNRN
NON-FINAL ACTION E-MAILED
Oct 7, 2025 GNRT
NON-FINAL ACTION WRITTEN
Oct 7, 2025 CNRT
ASSIGNED TO EXAMINER
Aug 19, 2025 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Aug 12, 2025 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 12, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Mar 19, 2025 MAFR
NEW APPLICATION ENTERED
Mar 19, 2025 NWAP