Capital Financial & Insurance, LLC logo

Capital Financial & Insurance, LLC

20 Marks
LLC
First Filed:Nov 19, 2012Latest Filed:Dec 28, 2025Address:1500 Town Side Dr, Apex, NC 27502, US

Portfolio Overview

Top Classes

Class 36
Insurance, Financial Services & Real Estate
16(80%)
Class 41
Education and Entertainment
6(30%)
Class 38
Telecommunications
1(5%)

TTAB Proceedings

No litigation activity

Top Firms

Loading...

Trademark Activity Timeline(2012 – 2026)

Trademark Portfolio

20 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
FINANCIAL SPEAKEASY
FINANCIAL SPEAKEASY
Service Mark
Word
PENDING
Owner:
Serial:99568431
Filed:Dec 28, 2025
Classes:41
Description: Class 38: Streaming of video and audio material on the Internet
Class 41: Providing online non-downloadable videos in the field of financial markets and economic trends
AMERICA’S WEALTH COACH
AMERICA’S WEALTH COACH
Service Mark
Word
PENDING
Owner:
Serial:99518067
Filed:Nov 26, 2025
Classes:36, 41
Description: Class 36: Financial planning for retirement; Financial retirement plan consulting services; Providing financial information and financial advice via a website
Class 41: Providing a website featuring non-downloadable videos in the field of financial planning; Education services, namely, providing non-downloadable webinars in the field of financial planning; Providing online training in the field of retirement planning
ANNUITY AVENUE
ANNUITY AVENUE
Service Mark
Word
PENDING
Owner:
Serial:99518200
Filed:Nov 26, 2025
Classes:41
Description: Educational and entertainment services, namely, a continuing program about retirement, annuities and financial education accessible by radio, television, satellite, audio, video and computer networks
COACH PETE
COACH PETE
Service Mark
Word
PENDING
Owner:
Serial:99518640
Filed:Nov 26, 2025
Classes:36, 38, 41
Description: Class 36: Fiduciary services, namely, fiduciary representative services; Financial planning and investment advisory services; Providing information in the field of financial planning
Class 38: Podcasting services
Class 41: Education services, namely, providing non-downloadable webinars in the field of financial services and planning; Coaching in the field of financial services and retirement planning; Providing online non-downloadable videos in the field of financial planning
AMERICA'S 401K SHOW WITH COACH PETE
AMERICA'S 401K SHOW WITH COACH PETE
Service Mark
Word
REGISTERED
Owner:
Serial:99227949
Filed:Jun 10, 2025
Classes:41
Registration:8115420
Registered:Jan 27, 2026
Description: Educational and entertainment services, namely, a continuing program about financial planning, retirement planning, retirement accounts, and 401(k) plans accessible by radio, television, satellite, audio, video and computer networks; No claim is made to the exclusive right to use No claim is made to the exclusive right to use "401K" or "401K SHOW" apart from the mark as shown., apart from the mark as shown.
BROADCASTING EXPERTS
BROADCASTING EXPERTS
Service Mark
Word
REGISTERED
Owner:
Serial:99226719
Filed:Jun 10, 2025
Classes:41
Registration:8062717
Registered:Dec 9, 2025
Description: Entertainment services in the nature of development, creation, production and post-production services of multimedia entertainment content; Multimedia entertainment services in the nature of development, production and post-production services in the fields of video and films; Radio programming; Radio program syndication; Production of podcasts
AMERICA'S WEALTH COACH
AMERICA'S WEALTH COACH
Service Mark
Word
ABANDONED
Owner:
Serial:98537825
Filed:May 7, 2024
Classes:36
Description: Advice on finance during retirement; Financial retirement plan consulting services; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
ANNUITY AVENUE
ANNUITY AVENUE
Service Mark
Word
ABANDONED
Owner:
Serial:98537026
Filed:May 7, 2024
Classes:36
Description: Advice on finance during retirement; Financial planning for retirement; Individual retirement account services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; "ANNUITY"
THE BIG BOOK ON RETIREMENT
THE BIG BOOK ON RETIREMENT
Service Mark
Word
PENDING
Owner:
Serial:98524350
Filed:Apr 29, 2024
Classes:36
Description: Advice on finance during retirement; Financial planning for retirement; Individual retirement account services
BE PREPARED NOT SURPRISED
BE PREPARED NOT SURPRISED
Service Mark
Word
REGISTERED
Owner:
Serial:90589355
Filed:Mar 19, 2021
Classes:36
Registration:6742802
Registered:May 31, 2022
Description: Financial planning for retirement; Financial retirement plan consulting services
PETE ON THE STREET
PETE ON THE STREET
Service Mark
Combined
REGISTERED
Owner:
Serial:90589524
Filed:Mar 19, 2021
Classes:36
Registration:6750509
Registered:Jun 7, 2022
Description: Financial planning for retirement; Financial retirement plan consulting services
SAY NO TO RISK
SAY NO TO RISK
Service Mark
Word
REGISTERED
Owner:
Serial:90562553
Filed:Mar 5, 2021
Classes:36
Registration:6583484
Registered:Dec 7, 2021
Description: Financial planning for retirement; Financial retirement plan consulting services
UNIDENTIFIED FINANCIAL OBJECTS
UNIDENTIFIED FINANCIAL OBJECTS
Service Mark
Word
REGISTERED
Owner:
Serial:90562934
Filed:Mar 5, 2021
Classes:36
Registration:6583488
Registered:Dec 7, 2021
Description: Financial planning for retirement; Financial retirement plan consulting services
ROCK & ON RETIREMENT
ROCK & ON RETIREMENT
Service Mark
Combined
REGISTERED
Owner:
Serial:90511454
Filed:Feb 4, 2021
Classes:36
Registration:6742603
Registered:May 31, 2022
Description: Financial planning for retirement; Financial retirement plan consulting services
FINANCIAL FILL UP
FINANCIAL FILL UP
Service Mark
Combined
REGISTERED
Owner:
Serial:90508350
Filed:Feb 3, 2021
Classes:36
Registration:6742599
Registered:May 31, 2022
Description: Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence
FINANCIAL PIZZA
FINANCIAL PIZZA
Service Mark
Combined
REGISTERED
Owner:
Serial:90508268
Filed:Feb 3, 2021
Classes:36
Registration:6697141
Registered:Apr 12, 2022
Description: Financial planning for retirement; Financial retirement plan consulting services
COACH LISTENS
COACH LISTENS
Service Mark
Combined
REGISTERED
Owner:
Serial:90498317
Filed:Jan 29, 2021
Classes:36
Registration:6750274
Registered:Jun 7, 2022
Description: Financial planning for retirement; Financial retirement plan consulting services
AMERICA'S 401K SHOW WITH COACH PETE
AMERICA'S 401K SHOW WITH COACH PETE
Service Mark
Combined
ABANDONED
Owner:
Serial:90495287
Filed:Jan 28, 2021
Classes:36
Description: "AMERICA'S 401K SHOW"
FINANCIAL SAFARI
FINANCIAL SAFARI
Service Mark
Combined
REGISTERED
Owner:
Serial:90495186
Filed:Jan 28, 2021
Classes:36
Registration:6742558
Registered:May 31, 2022
Description: Financial consultancy and insurance consultancy; Financial planning, namely, the creation of personalized strategies to achieve financial independence
RETIREMENT AUTOPILOT
RETIREMENT AUTOPILOT
Service Mark
Word
REGISTERED
Owner:
Serial:85782274
Filed:Nov 19, 2012
Classes:36
Registration:4429928
Registered:Nov 5, 2013
Description: Annuity services, namely, account and investment administration and the investment and distribution of annuity funds for systematic income in retirement