Serial Number
99343941
Owner
Retirement Plan Advisory Group, LLCAttorney
Perry J ViscountyFiling Date
Aug 18, 2025
G Trademark
Serial Number: 99343941
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
120 Vantis Dr., Suite 480
Aliso Viejo, CA 92656
Entity Type: 16
Legal Representation
Correspondence Address
Perry J Viscounty LATHAM & WATKINS LLP
650 Town Center Drive, 20th Floor
COSTA MESA, CA 92626
United States
Trademark Details
Filing Date
August 18, 2025
Registration Date
Not Registered
Published for Opposition
February 24, 2026
Goods & Services
Business education and training services, namely, providing educational conferences, seminars, online training sessions, webinars, materials and online non-downloadable videos in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; interactive online training services in the fields of retirement plans and their service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; providing training for retirement plan consultants and advisors in the fields of business management, business operations, sales and marketing; providing online, non-downloadable videos featuring educational and training content in the fields of retirement plans and their service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits.
Providing a members-only website featuring technology that provides members, including financial services firms and their users, with the ability to obtain information, materials and analysis regarding retirement plans, their sponsors, participants and services providers, advisory services to retirement plans and their sponsors and participants, investment products, such as collective investment funds, mutual funds, and annuities, and related services to retirement plans and their sponsors and participants; providing an interactive website featuring technology that allows users to access, analyze and synthesize information and generate reports for their use in providing advisory services and related analyses, advisory and retirement planning services; providing technology consulting and technology advisory services in the fields of retirement plans, advisory services, financial planning, and employee benefits.
Financial consulting and advisory services in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; financial retirement plan consulting services; providing information and advice in the fields of finance, investment products, financial valuations, and the financial aspects of retirement; providing a resource website featuring educational information and information in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; financial due diligence services in the fields of investment products, such as collective investment funds, mutual funds, and annuities, and related services to retirement plans and their sponsors and participants; providing information and financial analysis in the fields of investment products, such as collective investment funds, mutual funds, and annuities, and related services to retirement plans.
Business marketing and consulting services in the fields of retirement plans, their sponsors, participants and service providers, advisory services to retirement plans and their sponsors and participants, financial planning, and employee benefits; marketing advisory services in the fields of retirement plans, their sponsors, participants and service providers, financial planning, and employee benefits; Business consulting services in the field of practice management for retirement plan consultants and advisors; providing business planning and marketing solutions for retirement plan consultants and advisors