Serial Number
99541747
Owner
Symphony Retirement Partners, LLCAttorney
Joseph VitaleFirst Use Date
Apr 30, 2019
Filing Date
Dec 11, 2025
SYMPHONY RETIREMENT PARTNERS, LLC Trademark
Serial Number: 99541747
Trademark Classes
Owner Contact Info
1 Chisholm Trail Bldg 1, Suite 450
Round Rock, TX 78681
Entity Type: 16
Legal Representation
Correspondence Address
Joseph Vitale Indie Law, LLC
1440 W. Taylor Street #510
Chicago, IL 60607
United States
Trademark Details
Filing Date
December 11, 2025
Registration Date
Not Registered
First Use Anywhere
April 30, 2019
First Use in Commerce
April 30, 2019
Goods & Services
Financial retirement plan consulting services; Investment management; Financial planning and investment advisory services; Financial consultation in the field of employer sponsored retirement plans, including 401(k) and 403(b) plans
Education services, namely, providing seminars and workshops in the field of financial planning, investment management, retirement planning, government benefits for older adults, health care expenses in retirement, retirement income strategies, caregiving, and multigenerational planning; Entertainment services, namely, providing podcasts in the field of financial planning, investment management, and retirement planning