PFS IP HOLDINGS LLC logo

PFS IP HOLDINGS LLC

18 Marks
LLC
First Filed:Sep 22, 2009Latest Filed:Jun 30, 2025Address:7000 Fitzwater Road, Brecksville, OH 44141

Portfolio Overview

Registered
13(72%)
Pending
5(28%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
14(78%)
Class 41
Education and Entertainment
4(22%)
Class 25
Clothing, Footwear & Headgear
2(11%)

TTAB Proceedings

Total Proceedings
7
As Plaintiff
5(71%)
As Defendant
2(29%)

Top Firms

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Trademark Activity Timeline(2009 – 2026)

Trademark Portfolio

18 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
PLAN OF CARE
PLAN OF CARE
Service Mark
Combined
REGISTERED
Owner:
Serial:99260841
Filed:Jun 30, 2025
Classes:36
Registration:8127344
Registered:Feb 3, 2026
Goods & Services
Financial planning, namely, creating personalized strategies and providing guidance and resources for funding elder care, communicating needs to family members, evaluating long-term care options, and integrating future care needs into wealth management strategies
99034329
99034329
Service Mark
Design
REGISTERED
Owner:
Serial:99034329
Filed:Feb 9, 2025
Classes:35, 36
Registration:8028481
Registered:Nov 18, 2025
Goods & Services
Financial planning, namely, wealth planning and advice, estate planning, retirement planning, financing services and advice, financial management, educational planning, cash management, tax consulting and preparation, investment advisory services, charitable planning, financial investment brokerage services, business exit planning and consulting, family continuity consulting and financial consultation with a focus on integration with personal values and goals; providing fiduciary management of corporate retirement plans, family office services, insurance planning services, and information in the field of financial and wealth planning and advice
98905221
98905221
Trademark
Design
PENDING
Owner:
Serial:98905221
Filed:Dec 16, 2024
Classes:25, 41
Goods & Services
Entertainment, namely, live music concerts relating to music and not relating to sports or a sports team, sports league, sports mascot, sports event or sports stadium; Clothing namely t-shirts, sweatshirts, hoodies, and hats
WSOR
WSOR
Trademark
Combined
PENDING
Owner:
Serial:98905484
Filed:Dec 16, 2024
Classes:25, 41
Goods & Services
Entertainment, namely, live music concerts relating to music and not relating to sports or a sports team, sports league, sports mascot, sports event or sports stadium; Clothing namely t-shirts, sweatshirts, hoodies, and hats
WSOR
WSOR
Service Mark
Word
PENDING
Owner:
Serial:98068789
Filed:Jul 3, 2023
Classes:41
Goods & Services
Entertainment, namely, live music concerts relating to music and not relating to sports or a sports team, sports league, sports mascot, sports event or sports stadium
RETURN ON LIFE WEALTH PARTNERS
RETURN ON LIFE WEALTH PARTNERS
Service Mark
Word
REGISTERED
Owner:
Serial:98029249
Filed:Jun 6, 2023
Classes:35, 36
Registration:7940971
Registered:Sep 9, 2025
Goods & Services
Financial planning, namely, wealth planning and advice, estate planning, retirement planning, financing services and advice, financial management, cash management, investment advisory services, financial investment brokerage services; financial consultation for families with a focus on continuity of financial goals and personal values; providing fiduciary representative services in the field of investment management of corporate retirement plans ; insurance consultation planning services, and information in the field of financial and wealth planning and advice; financial planning in the field of education; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; private financial planning and investment planning services for families; advice and consultation in the field of financial planning for business exit from early stages through retirement; Tax and taxation planning, advice, information and consultancy services; tax preparation; Providing office support staff services; "WEALTH PARTNERS"
COMPLETE FAMILY OFFICE (CFO)
COMPLETE FAMILY OFFICE (CFO)
Service Mark
Word
REGISTERED
Owner:
Serial:88661439
Filed:Oct 20, 2019
Classes:36
Registration:6188207
Registered:Nov 3, 2020
Goods & Services
"FAMILY OFFICE"
WORLD SERIES OF ROCK
WORLD SERIES OF ROCK
Service Mark
Word
PENDING
Owner:
Serial:88371304
Filed:Apr 4, 2019
Classes:41
Goods & Services
Entertainment, namely, live music concerts relating to music and not relating to sports or a sports team, sports league, sports mascot, sports event or sports stadium; "ROCK"
PERSONAL CFO
PERSONAL CFO
Service Mark
Word
PENDING
Owner:
Serial:88309031
Filed:Feb 20, 2019
Classes:36
Goods & Services
Financial advisory and consultancy services in the fields of retirement, estate planning, financing services and advice, financial management, cash management, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals
PLANNED FINANCIAL SERVICES
PLANNED FINANCIAL SERVICES
Service Mark
Word
REGISTERED
Owner:
Serial:87235801
Filed:Nov 14, 2016
Classes:36
Registration:5232031
Registered:Jun 27, 2017
Goods & Services
"FINANCIAL SERVICES"
PLANNED FINANCIAL SERVICES
PLANNED FINANCIAL SERVICES
Service Mark
Combined
REGISTERED
Owner:
Serial:87235808
Filed:Nov 14, 2016
Classes:36
Registration:5338310
Registered:Nov 21, 2017
Goods & Services
"FINANCIAL SERVICES"
PROSPERITYCARD
PROSPERITYCARD
Service Mark
Word
REGISTERED
Owner:
Serial:86912196
Filed:Feb 18, 2016
Classes:36
Registration:5201121
Registered:May 9, 2017
Goods & Services
Financial services, namely, providing account holders with a card containing information about their investment, retirement and financial accounts
YOUR LIFE. YOUR MONEY. YOUR WAY.
YOUR LIFE. YOUR MONEY. YOUR WAY.
Service Mark
Word
REGISTERED
Owner:
Serial:86786483
Filed:Oct 13, 2015
Classes:36
Registration:5080513
Registered:Nov 15, 2016
Goods & Services
Financial services, namely, wealth planning, wealth management, financial planning, retirement planning, and tax planning services for others
SIMPLICITY IN A COMPLEX WORLD
SIMPLICITY IN A COMPLEX WORLD
Service Mark
Word
REGISTERED
Owner:
Serial:86744429
Filed:Sep 1, 2015
Classes:36
Registration:5055963
Registered:Oct 4, 2016
Goods & Services
Financial services for retirement, namely, retirement financial planning, offering retirement planning information, providing fiduciary management of retirement plan accounts, financial planning consulting services, and design of retirement financial plans for others
401(K) PROSPERITY
401(K) PROSPERITY
Service Mark
Word
REGISTERED
Owner:
Serial:86551899
Filed:Mar 3, 2015
Classes:36
Registration:5055397
Registered:Oct 4, 2016
Goods & Services
"401(K)"
STAR
STAR
Service Mark
Word
REGISTERED
Owner:
Serial:77859298
Filed:Oct 28, 2009
Classes:36
Registration:4130148
Registered:Apr 24, 2012
Goods & Services
Financial services, namely, financial planning, financial advisory, investment, and financial counseling services for athletes, artists, and renowned individuals
DIVORCE RIGHT
DIVORCE RIGHT
Service Mark
Word
REGISTERED
Owner:
Serial:77832368
Filed:Sep 22, 2009
Classes:36
Registration:3862867
Registered:Oct 19, 2010
Goods & Services
Class 036: Financial services, namely, financial planning, financial advisory, investment and financial consultancy services related to the financial needs of divorcing individuals
RETURN ON LIFE
RETURN ON LIFE
Service Mark
Word
REGISTERED
Owner:
Serial:77832393
Filed:Sep 22, 2009
Classes:36
Registration:3887643
Registered:Dec 7, 2010
Goods & Services
Financial services, namely, financial advisory, financial planning, investment and financial consultancy services

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