Who owns the INVEST FREELY. RETIRE CONFIDENTLY. trademark?

The INVEST FREELY. RETIRE CONFIDENTLY. trademark is owned by IRA FINANCIAL TRUST COMPANY.

What class is the INVEST FREELY. RETIRE CONFIDENTLY. trademark registered in?

The INVEST FREELY. RETIRE CONFIDENTLY. trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for INVEST FREELY. RETIRE CONFIDENTLY.?

The USPTO serial number for INVEST FREELY. RETIRE CONFIDENTLY. is 99394996.

What is the registration number for INVEST FREELY. RETIRE CONFIDENTLY.?

INVEST FREELY. RETIRE CONFIDENTLY. is registered under USPTO registration number 8260003.

INV

USPTO Trademark Record

REGISTERED

INVEST FREELY. RETIRE CONFIDENTLY.

SN 99394996·Reg 8260003·Filed Sep 16, 2025

Owner IRA FINANCIAL TRUST COMPANY

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

INVEST FREELY. RETIRE CONFIDENTLY. (Serial No. 99394996), Registration No. 8260003, is a registered US trademark filed on Sep 16, 2025 by IRA FINANCIAL TRUST COMPANY. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: May 19, 2032

Mark Intelligence

INVEST FREELY. RETIRE CONFIDENTLY. (Reg. #8260003) is a registered US trademark that has been protecting its owner, IRA FINANCIAL TRUST COMPANY, 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

Sep 16, 2025

SERIAL

99394996

REG#

8260003

REGISTERED

May 19, 2026

Owner

Applicant

IRA FINANCIAL TRUST COMPANY

Entity

Corporation

State

Address

5109 S. Broadband Ln., Sioux Falls, SD, 57108

Country

Attorney

NameDavid Lee Rezac

Law firm

David Lee Rezac DAVENPORT, EVANS, HURWITZ AND SMITH, LLP

Address

206 W 14th St., Sioux Falls, SD 57104, United States

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Filing Information

StatusREGISTERED

Filing DateSep 16, 2025

Serial Number99394996

Registration No.8260003

Registration DateMay 19, 2026

Status DateMay 19, 2026

Published for OppositionMar 31, 2026

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: Jun 01, 2025

First use in commerce: Jun 01, 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

17 events

REGISTERED-PRINCIPAL REGISTER

May 19, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

May 19, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

May 19, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Mar 31, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 31, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 25, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 05, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Feb 24, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 24, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 24, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Feb 10, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Feb 10, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Feb 10, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Feb 09, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 08, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Sep 16, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Sep 16, 2025

APPLICATION FILING RECEIPT MAILED

INVEST FREELY. RETIRE CONFIDENTLY.

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