Who owns the ACHIEVE RETIREMENT & WEALTH MANAGEMENT trademark?

The ACHIEVE RETIREMENT & WEALTH MANAGEMENT trademark is owned by ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC.

What class is the ACHIEVE RETIREMENT & WEALTH MANAGEMENT trademark registered in?

The ACHIEVE RETIREMENT & WEALTH MANAGEMENT trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for ACHIEVE RETIREMENT & WEALTH MANAGEMENT?

The USPTO serial number for ACHIEVE RETIREMENT & WEALTH MANAGEMENT is 99158081.

What is the registration number for ACHIEVE RETIREMENT & WEALTH MANAGEMENT?

ACHIEVE RETIREMENT & WEALTH MANAGEMENT is registered under USPTO registration number 8472500.

ACH

USPTO Trademark Record

REGISTERED

ACHIEVE RETIREMENT & WEALTH MANAGEMENT

SN 99158081·Reg 8472500·Filed Apr 28, 2025

Owner ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC

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

ACHIEVE RETIREMENT & WEALTH MANAGEMENT (Serial No. 99158081), Registration No. 8472500, is a registered US trademark filed on Apr 28, 2025 by ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: September 29, 2032

Mark Intelligence

ACHIEVE RETIREMENT & WEALTH MANAGEMENT (Reg. #8472500) is a registered US trademark that has been protecting its owner, ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC, since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Apr 28, 2025

SERIAL

99158081

REG#

8472500

REGISTERED

Sep 29, 2026

Owner

Applicant

ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC

Entity

LLC

State

Address

290 Silver Spring Rd., Ridgefield, CT, 06877

Country

Attorney

NameOlivia M Muller

Law firm

Olivia M Muller ERIK M. PELTON & ASSOCIATES, PLLC

Address

PO Box 100637, Arlington, VA 22210, United States

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Filing Information

StatusREGISTERED

Filing DateApr 28, 2025

Serial Number99158081

Registration No.8472500

Registration DateSep 29, 2026

Status DateSep 29, 2026

Published for OppositionOct 28, 2025

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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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: Jul 31, 2025

First use in commerce: Jul 31, 2025

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

20 events

REGISTERED-PRINCIPAL REGISTER

Sep 29, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Sep 29, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Sep 08, 2026

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Sep 08, 2026

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

STATEMENT OF USE PROCESSING COMPLETE

Aug 11, 2026

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Jun 16, 2026

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Jun 16, 2026

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Dec 23, 2025

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Oct 28, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 28, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 22, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 30, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

EXAMINERS AMENDMENT -WRITTEN

Sep 26, 2025

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Sep 26, 2025

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Sep 26, 2025

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Sep 26, 2025

EXAMINER'S AMENDMENT ENTERED

ASSIGNED TO EXAMINER

Sep 17, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 05, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Apr 28, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Apr 28, 2025

APPLICATION FILING RECEIPT MAILED

ACHIEVE RETIREMENT & WEALTH MANAGEMENT

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