CARSON GROUP HOLDINGS, LLC

26 Marks

LLC

First Filed:Oct 16, 2017Latest Filed:Jan 29, 2025Address:14600 Branch Street, Omaha, NE 68154, US

Portfolio Overview

Registered

11(42%)

Pending

3(12%)

Dead

12(46%)

Top Classes

Class 36

Insurance, Financial Services & Real Estate

22(85%)

Class 35

Advertising, Business Services & Retail

3(12%)

Class 42

Software, IT Services & Scientific Research

3(12%)

TTAB Proceedings

No litigation activity

Top Firms

Quarles & Brady LLP(Jan 2025)

ROY KIESEL FORD DOODY & NORT...(Dec 2019)

Trademark Activity Timeline(2017 – 2025)

Trademark Portfolio

26 results

(current & previous marks)

Refine by Mark/Description🔽

Filed

Registered

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Ownership

Current26

Previous0

Status

Registered11

Pending3

Cancelled2

Abandoned10

Expired0

Mark Type

Word22

Stylized1

Design1

Combined2

NonVisual0

Class 353

Class 3622

Class 423

CARSON COACHING

Service Mark

Word

PENDING

Owner:

Serial:99021718

Filed:Jan 29, 2025

Classes:36

Goods & Services

financial consulting for financial advisors

CARSON GROUP

Service Mark

Word

PENDING

Owner:

Serial:99021816

Filed:Jan 29, 2025

Classes:36

Goods & Services

financial consulting for financial advisors

CARSON PARTNERS

Service Mark

Word

PENDING

Owner:

Serial:99021720

Filed:Jan 29, 2025

Classes:36

Goods & Services

financial consulting for financial advisors

CARSON GROUP ADVANCED SOLUTIONS

Service Mark

Word

REGISTERED

Owner:

Serial:90819994

Filed:Jul 9, 2021

Classes:35

Registration:7044080

Registered:May 2, 2023

Goods & Services

"GROUP ADVANCED SOLUTIONS"

UNLEASH YOUR FIRM'S FULL POTENTIAL

Service Mark

Word

REGISTERED

Owner:

Serial:90522178

Filed:Feb 10, 2021

Classes:36

Registration:6757003

Registered:Jun 14, 2022

Goods & Services

Financial and investment services, namely, providing investment strategies to institutional investors and investment advisors; Financial consulting for financial advisors

CARSON AX

Service Mark

Word

REGISTERED

Owner:

Serial:90351629

Filed:Dec 1, 2020

Classes:42

Registration:6593764

Registered:Dec 21, 2021

Goods & Services

Class 042: providing temporary use of a web-based software application, namely, a dashboard for investment advisors allowing management of research, billing and trading services, lead tracking, and performance data

CARSON CX

Service Mark

Word

REGISTERED

Owner:

Serial:90351631

Filed:Dec 1, 2020

Classes:42

Registration:6593765

Registered:Dec 21, 2021

Goods & Services

Class 042: providing temporary use of a web-based software application, namely, a web portal for client management for use in the field of financial planning and investment advice

CARSON MX

Service Mark

Word

REGISTERED

Owner:

Serial:90351625

Filed:Dec 1, 2020

Classes:42

Registration:6593763

Registered:Dec 21, 2021

Goods & Services

Class 042: providing temporary use of a web-based software application, namely, a marketing automation platform

90298916

Service Mark

Design

REGISTERED

Owner:

Serial:90298916

Filed:Nov 4, 2020

Classes:36

Registration:6439484

Registered:Aug 3, 2021

Goods & Services

Financial and investment services, namely, providing investment strategies to institutional investors, investment advisors, and direct investors

THE SHOBE FINANCIAL GROUP

Service Mark

Combined

REGISTERED

Owner:

Serial:88712166

Filed:Dec 2, 2019

Classes:35, 36

Registration:6156895

Registered:Sep 22, 2020

Goods & Services

"FINANCIAL GROUP"

THE SHOBE FINANCIAL GROUP

Service Mark

Word

REGISTERED

Owner:

Serial:88712223

Filed:Dec 2, 2019

Classes:35, 36

Registration:6156896

Registered:Sep 22, 2020

Goods & Services

"FINANCIAL GROUP"

SIMPLIFYING ADVICE

Service Mark

Word

ABANDONED

Owner:

Serial:88184699

Filed:Nov 7, 2018

Classes:36

Goods & Services

"ADVICE"

CARSON AX

Service Mark

Word

ABANDONED

Owner:

Serial:88127641

Filed:Sep 21, 2018

Classes:36

CARSON CX

Service Mark

Word

ABANDONED

Owner:

Serial:88127637

Filed:Sep 21, 2018

Classes:36

CARSON MX

Service Mark

Word

ABANDONED

Owner:

Serial:88127648

Filed:Sep 21, 2018

Classes:36

CARSON GROUP INVESTING

Service Mark

Combined

REGISTERED

Owner:

Serial:88069673

Filed:Aug 8, 2018

Classes:36

Registration:5877584

Registered:Oct 8, 2019

Goods & Services

"GROUP" AND "INVESTING"

QBI

Service Mark

Stylized

ABANDONED

Owner:

Serial:88069676

Filed:Aug 8, 2018

Classes:36

TECHNOLOGY-DRIVEN FINANCIAL ADVICE

Service Mark

Word

ABANDONED

Owner:

Serial:88069681

Filed:Aug 8, 2018

Classes:36

TECHNOLOGY-FIRST FINANCIAL ADVICE

Service Mark

Word

ABANDONED

Owner:

Serial:88069688

Filed:Aug 8, 2018

Classes:36

TECHNOLOGY-LED FINANCIAL ADVICE

Service Mark

Word

ABANDONED

Owner:

Serial:88069694

Filed:Aug 8, 2018

Classes:36

CARSON WEALTH

Service Mark

Word

REGISTERED

Owner:

Serial:88048630

Filed:Jul 23, 2018

Classes:36

Registration:5877448

Registered:Oct 8, 2019

Goods & Services

Class 036: Financial consulting for financial advisors

VALUE OF RELATIONSHIP

Service Mark

Word

ABANDONED

Owner:

Serial:87816272

Filed:Mar 1, 2018

Classes:36

VOR

Service Mark

Word

ABANDONED

Owner:

Serial:87816283

Filed:Mar 1, 2018

Classes:36

WE MAKE THE COMPLEX SIMPLE

Service Mark

Word

REGISTERED

Owner:

Serial:87777862

Filed:Jan 31, 2018

Classes:36

Registration:5881945

Registered:Oct 15, 2019

Goods & Services

Financial consulting for financial advisors

CARSON GROUP COACHING

Service Mark

Word

CANCELLED

Owner:

Serial:87646663

Filed:Oct 16, 2017

Classes:36

Registration:5625388

Registered:Dec 11, 2018

Goods & Services

financial consulting for financial advisors; "GROUP COACHING"

CARSON GROUP PARTNERS

Service Mark

Word

CANCELLED

Owner:

Serial:87646646

Filed:Oct 16, 2017

Classes:36

Registration:5625387

Registered:Dec 11, 2018

Goods & Services

financial consulting for financial advisors; "GROUP PARTNERS"