ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC logo

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

5 Marks
LLC
First Filed:Feb 26, 2008Latest Filed:Sep 6, 2025Address:455 Market Street Ste 1450, San Francisco, CA 94105-2442

Portfolio Overview

Registered
2(40%)
Pending
3(60%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
4(80%)
Class 41
Education and Entertainment
3(60%)
Class 35
Advertising, Business Services & Retail
2(40%)

TTAB Proceedings

Total Proceedings
1
As Plaintiff
1(100%)
As Defendant
0(0%)

Top Firms

Rimon PC(Sep 2025)
5

Trademark Portfolio

5 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
ASK ROBBIE
ASK ROBBIE
Service Mark
Word
ITU
PENDING
Owner:
Serial:99378526
Filed:Sep 6, 2025
Classes:36, 41
Goods & Services
Class 036: investment advice; providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; providing educational information in the field of financial literacy; Class 041: Providing online non-downloadable videos in the field of financial matters; providing a website featuring non-downloadable videos in the field of financial literacy, business news, and business insights; providing a website featuring online courses of instruction in the field of financial literacy; educational services, namely, providing a website featuring non-downloadable articles, non-downloadable videos, and non-downloadable audio recordings in the field of financial literacy, economics, business, and securities
ROBBIE
ROBBIE
Service Mark
Word
ITU
PENDING
Owner:
Serial:99053089
Filed:Feb 24, 2025
Classes:36, 41
Goods & Services
videos on financial matters; providing a website featuring videos on financial literacy, business news and insights; providing a website featuring online instruction in the field of financial literacy; providing educational information in the field of financial literacy training; educational services, namely, providing a website featuring articles, videos, and other media containing information on financial literacy, economics, business, and securities; investment advice; providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary
ROBBIE STEPHENS
ROBBIE STEPHENS
Service Mark
Word
ITU
PENDING
Owner:
Serial:99053090
Filed:Feb 24, 2025
Classes:36, 41
Goods & Services
videos on financial matters; providing a website featuring videos on financial literacy, business news and insights; providing a website featuring online instruction in the field of financial literacy; providing educational information in the field of financial literacy training; educational services, namely, providing a website featuring articles, videos, and other media containing information on financial literacy, economics, business, and securities; investment advice; providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary
VODIA
VODIA
Service Mark
Word
REGISTERED
Owner:
Serial:77406016
Filed:Feb 26, 2008
Classes:35
Registration:3745125
Registered:Feb 2, 2010
Goods & Services
Professional business organization and management consulting; tax consultation; tax advisory services; new business venture development and formation consulting services; accounting services; tax preparation | Financial management, namely, wealth management services; financial consulting; financial risk management consultation; advice relating to investments; capital investment consultation; fund investment consultation; financial planning and investment advisory services; providing stock/securities market information; financial research and information services; financial portfolio analysis services; hedge fund investment services; investment management; private equity fund investment services; investment services, namely, endowment investing and pension investing
VODIA CAPITAL
VODIA CAPITAL
Service Mark
Word
REGISTERED
Owner:
Serial:77406021
Filed:Feb 26, 2008
Classes:35, 36
Registration:3536411
Registered:Nov 25, 2008
Goods & Services
Class 035: Professional business organization and management consulting; tax consultation; tax advisory services; new business venture development and formation consulting services; accounting services; tax preparation; Class 036: Financial management , namely, wealth management services; financial consulting; financial risk management consultation; advice relating to investments; capital investment consultation; fund investment consultation; financial planning and investment advisory services; providing stock/securities market information; stocks and investments recommendation services; financial research, namely, economic and stock research services; financial research and information services; financial portfolio analysis services; investment management; venture capital investment services, namely, providing financing to emerging and start-up companies

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