FLEXPATH STRATEGIES, LLC logo

FLEXPATH STRATEGIES, LLC

6 Marks
LLC
First Filed:Apr 4, 2014Latest Filed:Jun 16, 2025Address:120 Vantis, Aliso Viejo, CO 92656

Portfolio Overview

Registered
4(67%)
Pending
2(33%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
6(100%)

TTAB Proceedings

No litigation activity

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2

Trademark Portfolio

6 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
FEAN
FEAN
Service Mark
Word
PENDING
Owner:
Serial:99236023
Filed:Jun 16, 2025
Classes:36
Goods & Services
Financial asset management; Financial administration of retirement plans; Financial and investment management services, namely, providing collective trust funds; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including public equity and debt investment services; Financial services, namely, operation and management of collective investment vehicles, namely, collective trust funds and mutual funds; Financial trust administration, operations, and planning; Mutual funds and capital investment; Providing financial risk management services and investment advisory services to investment vehicles and funds, namely, mutual funds, separately managed accounts, variable insurance trusts, collective trust funds, collective income funds, collective investment trusts, collective investment funds, and retirement plans; Trust management accounts.
FLEXPATH ELITE ADVISOR NETWORK
PENDING
Owner:
Serial:99236033
Filed:Jun 16, 2025
Classes:36
Goods & Services
Financial asset management; Financial administration of retirement plans; Financial and investment management services, namely, providing collective trust funds; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including public equity and debt investment services; Financial services, namely, operation and management of collective investment vehicles, namely, collective trust funds and mutual funds; Financial trust administration, operations, and planning; Mutual funds and capital investment; Providing financial risk management services and investment advisory services to investment vehicles and funds, namely, mutual funds, separately managed accounts, variable insurance trusts, collective trust funds, collective income funds, collective investment trusts, collective investment funds, and retirement plans; Trust management accounts.
87568197
87568197
Service Mark
Design
REGISTERED
Owner:
Serial:87568197
Filed:Aug 14, 2017
Classes:36
Registration:5638992
Registered:Dec 25, 2018
Goods & Services
Financial asset management; financial administration of retirement plans; financial and investment management services, namely, providing collective trust funds; financial planning for retirement; financial retirement plan consulting services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including public equity and debt investment services; financial services, namely, operation and management of collective investment vehicles, namely, collective trust funds and mutual funds; financial trust administration, operations, and planning; mutual funds and capital investment; providing financial risk management services and investment advisory services to investment vehicles and funds, namely, mutual funds, separately managed accounts, variable insurance trusts, collective trust funds, collective income funds, collective investment trusts, collective investment funds, and retirement plans; trust management accounts
87568223
87568223
Service Mark
Design
REGISTERED
Owner:
Serial:87568223
Filed:Aug 14, 2017
Classes:36
Registration:5638994
Registered:Dec 25, 2018
Goods & Services
Financial asset management; financial administration of retirement plans; financial and investment management services, namely, providing collective trust funds; financial planning for retirement; financial retirement plan consulting services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including public equity and debt investment services; financial services, namely, operation and management of collective investment vehicles, namely, collective trust funds and mutual funds; financial trust administration, operations, and planning; mutual funds and capital investment; providing financial risk management services and investment advisory services to investment vehicles and funds, namely, mutual funds, separately managed accounts, variable insurance trusts, collective trust funds, collective income funds, collective investment trusts, collective investment funds, and retirement plans; trust management accounts
FLEXPATH
FLEXPATH
Service Mark
Word
REGISTERED
Owner:
Serial:86972996
Filed:Apr 12, 2016
Classes:36
Registration:5086204
Registered:Nov 22, 2016
Goods & Services
Financial asset management; Financial administration of retirement plans; Financial and investment management services, namely, providing collective trust funds; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including public equity and debt investment services; Financial services, namely, operation and management of collective investment vehicles, namely, collective trust funds and mutual funds; Financial trust administration, operations, and planning; Mutual funds and capital investment; Providing financial risk management services and investment advisory services to investment vehicles and funds, namely, mutual funds, separately managed accounts, variable insurance trusts, collective trust funds, collective income funds, collective investment trusts, collective investment funds, and retirement plans; Trust management accounts
FLEXPATH STRATEGIES
FLEXPATH STRATEGIES
Service Mark
Word
REGISTERED
Owner:
Serial:86242953
Filed:Apr 4, 2014
Classes:36
Registration:4886449
Registered:Jan 12, 2016
Goods & Services
Financial asset management; Financial administration of retirement plans; Financial and investment management services, namely, providing collective trust funds; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including public equity and debt investment services; Financial services, namely, operation and management of collective investment vehicles, namely, collective trust funds and mutual funds; Financial trust administration, operations, and planning; Mutual funds and capital investment; Providing financial risk management services and investment advisory services to investment vehicles and funds, namely, mutual funds, separately managed accounts, variable insurance trusts, collective trust funds, collective income funds, collective investment trusts, collective investment funds, and retirement plans; Trust management accounts; "STRATEGIES"

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