SAVE FOR YOUR FUTURE RETIREMENT PLAN

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Serial Number

98604104

Owner

Orgel Wealth Management, LLC

Attorney

John Pickerill

First Use Date

Jul 25, 2024

Filing Date

Jun 17, 2024

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SAVE FOR YOUR FUTURE RETIREMENT PLAN Trademark

Serial Number: 98604104 • Registration: 8265010

SAVE FOR YOUR FUTURE RETIREMENT PLAN is a trademark filed by Orgel Wealth Management, LLC on June 17, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Orgel Wealth Management, LLC (7 trademarks)

2420 Rivers Edge Drive
Altoona, WI 54720

Entity Type: 16

Legal Representation

Attorney of Record

John Pickerill

5,840 trademarks filed View all →

Correspondence Address

John Pickerill Fredrikson & Byron, P.A.

60 South 6th Street, Suite 1500

Minneapolis, MN 55402

United States

Trademark Details

Filing Date

June 17, 2024

Registration Date

May 19, 2026

First Use Anywhere

July 25, 2024

First Use in Commerce

July 25, 2024

Published for Opposition

April 29, 2025

Goods & Services

Financial planning and investment advisory services; Financial services, namely, wealth management, investment management, financial planning, and financial retirement plan consulting services; Investment management services, namely, financial investment strategy, financial investment portfolio management, monitoring financial markets for investment purposes, and global investment research service; Financial retirement plan investment management and consulting services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED

May 19, 2026 NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

May 19, 2026 NRCC

REGISTERED-PRINCIPAL REGISTER

May 19, 2026 R.PR

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Apr 29, 2026 SUNA

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Apr 29, 2026 CNPR

STATEMENT OF USE PROCESSING COMPLETE

Apr 28, 2026 SUPC

USE AMENDMENT FILED

Dec 4, 2025 IUAF

TEAS STATEMENT OF USE RECEIVED

Dec 4, 2025 EISU

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jun 24, 2025 NOAM

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 29, 2025 NPUB

PUBLISHED FOR OPPOSITION

Apr 29, 2025 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 23, 2025 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 28, 2025 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 21, 2025 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Mar 21, 2025 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 21, 2025 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Dec 21, 2024 GNRN

NON-FINAL ACTION E-MAILED

Dec 21, 2024 GNRT

NON-FINAL ACTION WRITTEN

Dec 21, 2024 CNRT

ASSIGNED TO EXAMINER

Dec 19, 2024 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 17, 2024 NWOS

NEW APPLICATION ENTERED

Jun 17, 2024 NWAP

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