R
Live / Applied — New application — not yet assigned to an examiner (as of 23 Jun 2026)
What this means for you
Not registered yet, but its 23 Jun 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99900717
- Mark type
- Design + words
- Filed
- 23 Jun 2026
- Attorney of record
- Cami Boyd
Goods and services
- Class 036 — Insurance and financial services: Financial advisory services; Financial wealth management services; Investment fund management services; Investment advisory services; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial planning; Estate planning; Financial risk management consultation; Financial consulting; Financial portfolio analysis services; Financial analysis; Financial forecasting; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Family office investment advisory services; Family office services in the nature of investment management; Family office services in the nature of financial wealth management services; Providing financial information regarding wealth building for high net-worth individuals, business owners, executives and retirees.
Owner
- RoseRock Wealth Management, LLC, Dallas, TX, US
Prosecution history
- 23 Jun 2026 — APPLICATION FILING RECEIPT MAILED
- 23 Jun 2026 — NEW APPLICATION ENTERED