5PI

USPTO Trademark Record

PENDING

5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING

Q: Who owns the 5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING trademark?

The 5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING trademark is owned by Peak Retirement Planning, Inc..

Q: What class is the 5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING trademark registered in?

The 5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING trademark is registered in Class 036 (Insurance, financial & real estate services).

Q: What is the serial number for 5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING?

The USPTO serial number for 5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING is 99092683.

SN 99092683·Reg 0·Filed Mar 19, 2025

Owner Peak Retirement Planning, Inc.

Financial, monetary and banking services; insurance services; real estate services.

5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING (Serial No. 99092683), Registration No. 0, is a pending US trademark filed on Mar 19, 2025 by Peak Retirement Planning, Inc.. This trademark covers Class 036 (Insurance, financial & real estate services).

Mark Intelligence

5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING (Reg. #0) is a pending US trademark that was filed in 2025 and is currently under USPTO examination. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

Mar 19, 2025

SERIAL

99092683

REG#

Owner

Applicant

Peak Retirement Planning, Inc.

Entity

Corporation

State

Address

3600 Olentangy River Road, Building 501, Columbus, OH, 43214

Country

Attorney

NameAmber N. Davis

Law firm

Amber N. Davis Wolter Van Dyke Davis, PLLC

Docket

16823-006

Address

1900 Summit Tower Blvd, Suite 140, Orlando, FL 32810, United States

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Filing Information

StatusPENDING

Filing DateMar 19, 2025

Serial Number99092683

Registration No.0

Status DateMay 02, 2026

Mark TypeDesign with words

Attorney Docket16823-006

Status DescriptionLive and pending, report completed suspension check

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Suspension deadline Aug 02, 2026

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Mar 31, 2024

First use in commerce: Mar 31, 2024

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

15 events

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

May 02, 2026

REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

SUSPENSION LETTER WRITTEN

Oct 24, 2025

SUSPENSION LETTER WRITTEN

LETTER OF SUSPENSION E-MAILED

Oct 24, 2025

LETTER OF SUSPENSION E-MAILED

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

Oct 24, 2025

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Oct 23, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 23, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 23, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Oct 07, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Oct 07, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 07, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Aug 19, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Aug 12, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Aug 12, 2025

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Mar 19, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Mar 19, 2025

APPLICATION FILING RECEIPT MAILED

5 PILLARS INVESTMENT PLANNING INCOME PLANNING TAX PLANNING HEALTHCARE PLANNING ESTATE PLANNING

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Other Marks by Peak Retirement Planning, Inc.

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Amber N. Davis

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