RETIREMENT DONE RIGHT HOSTED BY DAVID RATH CFA & PATH KALISH CFP Trademark

Serial Number: 99506959

RETIREMENT DONE RIGHT HOSTED BY DAVID RATH CFA & PATH KALISH CFP is a trademark filed by Continuum Wealth Advisors, LLC on November 20, 2025. The trademark is classified under Class 41 (Education & Entertainment). The application is currently pending registration.

Trademark Classes

Class 41 - Education & Entertainment

Education; providing of training; entertainment; sporting and cultural activities

Owner Contact Info

Continuum Wealth Advisors, LLC

18 Division Street
Saratoga Springs, NY 12866

Entity Type: 16

Legal Representation

Correspondence Address

Continuum Wealth Advisors, LLC

18 Division Street

Suite 207B

Saratoga Springs, NY 12866

United States

Trademark Details

Filing Date

November 20, 2025

Registration Date

Not Registered

First Use Anywhere

September 1, 2025

First Use in Commerce

September 1, 2025

Goods & Services

Conducting workshops and seminars in financial planning and retirement education; Educational services, namely, providing classes, seminars, workshops, presentations and retreats in the field of financial and retirement planning.