USPTO trademark

RETIRENAV(K)

RegisteredUSPTOWord markClass 36

"RETIRENAV(K)" is a word mark owned by Boulay Financial Advisors, LLC, filed at the USPTO on November 1, 2024. It is registered and covers class 36 (Insurance and Financial).

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Official USPTO record
RETIRENAV(K) trademark as filed
As filed with the USPTO
Status
Registered
Since June 23, 2026
Filed
November 1, 2024
Registered
June 23, 2026
Expires
Not recorded
Application no.
98832488
Registration no.
8309897
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns RETIRENAV(K)

The owner and representative on file with the office.

Owner

Boulay Financial Advisors, LLC

Eden Prairie, United States

Representative

Glen Schumann

Moss & Barnett

Goods and services

What the mark covers

The products and services RETIRENAV(K) is filed for, grouped by Nice class.

  • Financial services, namely, financial administration and management of Pooled Employer Plan (PEP) retirement accounts; Investment management services; investment management of funds; pension and pension fund investment management, namely, financial management and financial administration of corporate pension plans; portfolio investment management; stock investment management; investment advice services; real estate investment trust management services; pension services, namely, providing annuity services not constituting insurance in the nature of investment management and investment advice for annuity providers; Financial analysis and consultation services in the nature of providing financial market analyses in the form of stock market information to enable active management of investments in the field of qualified and nonqualified retirement programs and investments for others; Investment management and investment advisory services; Trustee financial services, namely financial advisory, financial asset management, and trustee services; Financial management, financial employee benefit plan administration and support services concerning insurance and finance, financial employee benefit plan information management concerning insurance and finance, financial trust information management, financial trust administration support services in the nature of financial administration of employee benefit plans concerning insurance and finance; Fiduciary services, namely, fiduciary representative services; Fiduciary tax payment processing services; Investment advice related to 401(k) investments, namely, mutual funds, separate accounts and collective investment trusts (CITS); Investment management; Investment of funds; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Funds investment; Hedge fund investment services; Public equity investment management; Financial investment services, namely, fund investment consultation, investment advice, investment fund and partnership fund investment advice, investment fund transfer and transaction services, investment management services, investment administration services; Financial services, namely, employee pension plan investment management consulting and financial administration services, 401(K) plan financial consulting and financial administration services, and profit-sharing plan financial consulting and financial administration services

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notice of registration confirmation emailed
  2. Registered-principal register
  3. Official gazette publication confirmation e-mailed
  4. Published for opposition
  5. Notification of notice of publication e-mailed
  6. Approved for pub - principal register
  7. Examiner's amendment entered
  8. Notification of examiners amendment e-mailed
  9. Examiners amendment e-mailed
  10. Examiners amendment -written

10 earlier steps on the official record.

FAQ

About RETIRENAV(K)

Who owns the trademark "RETIRENAV(K)"?

The USPTO trademark "RETIRENAV(K)" (application 98832488) is owned by Boulay Financial Advisors, LLC.

What is the status of "RETIRENAV(K)"?

Its status at the USPTO is: registered.

When was "RETIRENAV(K)" registered?

It was registered on June 23, 2026.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull RETIRENAV(K) and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2a09-417d-76fb-863d-1152a44d9467
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2a09-417d-76fb-863d-1152a44d9467",
  "object": "trademark",
  "mark_text": "RETIRENAV(K)",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "98832488",
  "filing_date": "2024-11-01",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "Boulay Financial Advisors, LLC",
      "entity_id": null
    }
  ]
}