TrademarkDir
A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT, PORTFOLIO OPTIMIZATION, AND WEALTH PRESERVATION.
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Serial Number

99644744

Owner

Gabriela C. Mechem

Attorney

C. Russell Riddle

Filing Date

Feb 10, 2026

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A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT, PORTFOLIO OPTIMIZATION, AND WEALTH PRESERVATION. Trademark

Serial Number: 99644744

A PROPRIETARY RETIREMENT PLANNING SYSTEM COMPRISED OF PROACTIVE TAX MANAGEMENT, PORTFOLIO OPTIMIZATION, AND WEALTH PRESERVATION. is a trademark filed by Gabriela C. Mechem on February 10, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Gabriela C. Mechem (7 trademarks)

2125 Cully Place
San Jose, CA 95124

Entity Type: 01

Trademark Details

Filing Date

February 10, 2026

Registration Date

Not Registered

Goods & Services

Financial retirement plan consulting services

Filing History

TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 17, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 17, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 17, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 17, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jun 17, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jun 17, 2026 CNRT
ASSIGNED TO EXAMINER
Jun 11, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 10, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Feb 10, 2026 MAFR
NEW APPLICATION ENTERED
Feb 10, 2026 NWAP

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WE WORK WITH INDIVIDUALS AND FAMILIES WHO SEEK TO MINIMIZE TAX LIABILITIES, ARE CONCERNED THEY MAY NOT BE FULLY PREPARED IN ALL KEY AREAS OF RETIREMENT, AND WANT TO OPTIMIZE THEIR HARD-EARNED FINANCIAL RESOURCES.

WE WORK WITH INDIVIDUALS AND FAMILIES WHO SEEK TO MINIMIZE TAX LIABILITIES, ARE CONCERNED THEY MAY NOT BE FULLY PREPARED IN ALL KEY AREAS OF RETIREMENT, AND WANT TO OPTIMIZE THEIR HARD-EARNED FINANCIAL RESOURCES.

WE WORK WITH INDIVIDUALS AND FAMILIES WHO SEEK TO MINIMIZE TAX LIABILITIES, ARE CONCERNED THEY MAY NOT BE FULLY PREPARED IN ALL KEY AREAS OF RETIREMENT, AND WANT TO OPTIMIZE THEIR HARD-EARNED FINANCIAL RESOURCES.

WE WORK WITH INDIVIDUALS AND FAMILIES WHO SEEK TO MINIMIZE TAX LIABILITIES, ARE CONCERNED THEY MAY NOT BE FULLY PREPARED IN ALL KEY AREAS OF RETIREMENT, AND WANT TO OPTIMIZE THEIR HARD-EARNED FINANCIAL RESOURCES.