CAPFINANCIAL PARTNERS, LLC

29 Marks

LLC

First Filed:Aug 29, 2002Latest Filed:Apr 15, 2026Address:4208 Six Forks Road, Raleigh, NC 27609, US

Portfolio Overview

Top Classes

Class 36

Insurance, Financial Services & Real Estate

24(83%)

Class 35

Advertising, Business Services & Retail

4(14%)

Class 9

Electronics, Software & Scientific Equipment

3(10%)

TTAB Proceedings

No litigation activity

Top Firms

Trademark Activity Timeline(2002 – 2026)

Trademark Portfolio

29 results

(current & previous marks)

Refine by Mark/Description🔽

Filed

Registered

Last Activity

READYPATH

Service Mark

Word

PENDING

Owner:

Serial:99764926

Filed:Apr 15, 2026

Classes:36

Description: Retirement plan solutions including investment advisory services

CAPTRUST AT WORK

Service Mark

Word

REGISTERED

Owner:

Serial:98449493

Filed:Mar 14, 2024

Classes:36

Registration:7632340

Registered:Dec 31, 2024

Description: Financial management; Investment advice; Investment brokerage

DIRECT FIDUCIARY

Service Mark

Word

REGISTERED

Owner:

Serial:97092372

Filed:Oct 26, 2021

Classes:36

Registration:6718933

Registered:May 3, 2022

Description: Investment consulting services, relating to retirement plans for corporations, higher education, public schools, tax-exempt organizations and certain religious institutions

LIFE-LESSONS IN FINANCIAL EXPERIENCES

Service Mark

Word

REGISTERED

Owner:

Serial:90688701

Filed:May 4, 2021

Classes:41

Registration:6958532

Registered:Jan 17, 2023

Description: Educational services, namely, providing video presentations in the fields of financial management and investments; Providing on-line non-downloadable articles in the field of financial management and investments

CREATING RICHER LIVES

Trademark

Word

REGISTERED

Owner:

Serial:88680492

Filed:Nov 5, 2019

Classes:9, 35, 36

Registration:6078870

Registered:Jun 16, 2020

Description: Downloadable podcasts in the field of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, financial asset management, tax return preparation and tax planning advice; Wealth management, financial planning, estate planning, charitable gift planning, financial planning for retirement, investment management in the field of retirement and financial asset management; financial consultancy services concerning family governance, family education, community service, and philanthropy service; financial risk management consultation; financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; insurance consultancy services in the fields of life, disability, property and casualty insurance; Tax return preparation; tax planning advice, information and consultancy services

COVENANT

Service Mark

Combined

REGISTERED

Owner:

Serial:88667084

Filed:Oct 24, 2019

Classes:35, 36

Registration:6183265

Registered:Oct 27, 2020

Description: Tax return preparation; tax planning, advice, information and consultancy services; business consultation in the field of family governance of businesses | Wealth management, charitable gift planning, financial planning for retirement, investment management in the field of retirement, financial asset management excluding hedge funds, and financial consultation pertaining to the family governance of businesses; philanthropy services, namely, philanthropy consultation relating to charitable fundraising; financial risk management consultation; financial advisory and consulting services, namely, creating personalized strategies for achieving financial independence

AEVITAS WEALTH MANAGEMENT

Service Mark

Word

CANCELLED

Owner:

Serial:87166703

Filed:Sep 9, 2016

Classes:36

Registration:5242973

Registered:Jul 11, 2017

Description: "WEALTH MANAGEMENT"

RIGHT ON RETIREMENT

Service Mark

Word

REGISTERED

Owner:

Serial:87127470

Filed:Aug 4, 2016

Classes:36

Registration:5188516

Registered:Apr 18, 2017

Description: Financial planning for retirement

RINET

Service Mark

Combined

REGISTERED

Owner:

Serial:86774110

Filed:Sep 30, 2015

Classes:36

Registration:5034821

Registered:Sep 6, 2016

Description: Financial Services, namely, estate trust administration services, investment and asset management services, and financial planning services

RINET

Service Mark

Word

REGISTERED

Owner:

Serial:86772387

Filed:Sep 29, 2015

Classes:36

Registration:4960079

Registered:May 17, 2016

Description: Financial Services, namely, estate trust administration services, investment and asset management services, and financial planning services

DIRECT FIDUCIARY

Service Mark

Word

CANCELLED

Owner:

Serial:86496140

Filed:Jan 6, 2015

Classes:36

Registration:5075265

Registered:Nov 1, 2016

Description: "FIDUCIARY"

FREEDOM 403B

Service Mark

Word

CANCELLED

Owner:

Serial:86410205

Filed:Sep 30, 2014

Classes:36

Registration:4868065

Registered:Dec 8, 2015

Description: "403B"

PROVIDERLINK

Service Mark

Word

CANCELLED

Owner:

Serial:86410211

Filed:Sep 30, 2014

Classes:36

Registration:4868066

Registered:Dec 8, 2015

RETIREMENT BLUEPRINT

Service Mark

Word

REGISTERED

Owner:

Serial:86410198

Filed:Sep 30, 2014

Classes:36

Registration:4847520

Registered:Nov 3, 2015

Description: Financial planning for retirement, including investment advisory services; "RETIREMENT"

360 DEGREES OF GUIDANCE

Service Mark

Word

CANCELLED

Owner:

Serial:86389720

Filed:Sep 9, 2014

Classes:36

Registration:4723359

Registered:Apr 21, 2015

Description: Financial Services, namely estate trust administration services, investment and asset management services, and financial planning services

BECAUSE TRUST IS A PRECIOUS CURRENCY

Service Mark

Word

CANCELLED

Owner:

Serial:86379478

Filed:Aug 28, 2014

Classes:36

Registration:4730921

Registered:May 5, 2015

Description: Insurance investment services, namely, financial investment services in the field of insurance products for others; insurance information and consultancy services; providing detailed information regarding available insurance products for personal property and casualty; providing investment options available for variable annuity and variable life insurance products; wealth management services; philanthropic planning services, namely, financial planning in the field of charitable giving

SOUTH TEXAS MONEY MANAGEMENT

Service Mark

Word

CANCELLED

Owner:

Serial:86159923

Filed:Jan 8, 2014

Classes:36

Registration:4600455

Registered:Sep 9, 2014

Description: Financial analysis and consultation; financial investment in the field of stocks, bonds, convertibles, short-term income investments, money market funds, derivatives, options, futures, private placements, initial public offerings, public offerings, publicly traded limited partnerships, mutual or common funds, ADR's and nondollar denominated securities; financial management; financial planning; financial portfolio management; investment advice; investment consultation; investment management; and investment of funds for others; "MONEY MANAGEMENT"