ROCK POINT PARTNERS LLC logo

ROCK POINT PARTNERS LLC

10 Marks
LLC
First Filed:May 14, 2007Latest Filed:May 14, 2025Address:215 N Main Street, Suite 206, West Bend, WI 53095

Portfolio Overview

Top Classes

Class 36
Insurance, Financial Services & Real Estate
9(90%)
Class 35
Advertising, Business Services & Retail
2(20%)

TTAB Proceedings

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

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Trademark Portfolio

10 results

(current & previous marks)

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Filed
Registered
Last Activity
ADAPTIV
ADAPTIV
Service Mark
Combined
REGISTERED
Owner:
Serial:99184382
Filed:May 14, 2025
Classes:36
Registration:8068434
Registered:Dec 16, 2025
Description: Financial services, namely, operation, creation and management of exchange-traded funds for others; Financial services, namely, financial portfolio management, trading securities; Exchange-traded fund consultation services, advisory services, investment services, planning services, development services, research services and analysis services; Providing financial information; Providing financial information in the field of finance, financial investments and exchange-traded funds; Providing information, commentary and advice in the field of finance, financial investments, financial valuations and exchange-traded funds; Providing financial information via a website; Providing investors with financial information; Financial information; Providing financial brokerage and investment services with respect to securities and other financial instruments and products, namely, exchange-traded funds; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Financial evaluation, tracking, analysis, consultancy, advisory and research services relating to securities and other financial instruments; Information, advisory, consultancy and research services relating to finance and investments; Management of portfolios of transferable securities; Financial planning and investment advisory services; Investment management in the fields of exchange-traded funds; Issuance and provision of financial products and investment products in the nature of exchange-traded funds; Creation, management, issuance and provision of securities portfolios
ADAPTIV
ADAPTIV
Service Mark
Word
REGISTERED
Owner:
Serial:99184355
Filed:May 14, 2025
Classes:36
Registration:8068431
Registered:Dec 16, 2025
Description: Financial services, namely, operation, creation and management of exchange-traded funds for others; Financial services, namely, financial portfolio management, trading securities; Exchange-traded fund consultation services, advisory services, investment services, planning services, development services, research services and analysis services; Providing financial information; Providing financial information in the field of finance, financial investments and exchange-traded funds; Providing information, commentary and advice in the field of finance, financial investments, financial valuations and exchange-traded funds; Providing financial information via a website; Providing investors with financial information; Financial information; Providing financial brokerage and investment services with respect to securities and other financial instruments and products, namely, exchange-traded funds; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Financial evaluation, tracking, analysis, consultancy, advisory and research services relating to securities and other financial instruments; Information, advisory, consultancy and research services relating to finance and investments; Management of portfolios of transferable securities; Financial planning and investment advisory services; Investment management in the fields of exchange-traded funds; Issuance and provision of financial products and investment products in the nature of exchange-traded funds; Creation, management, issuance and provision of securities portfolios
ADAPTIV SELECT ETF
ADAPTIV SELECT ETF
Service Mark
Word
REGISTERED
Owner:
Serial:97753074
Filed:Jan 13, 2023
Classes:36
Registration:7294441
Registered:Jan 30, 2024
Description: Financial services, namely, operation and management of exchange-traded funds for others; Financial consulting in the field of exchange-traded funds; Financial services, namely, financial portfolio management, trading securities
OPPORTUNITY IDENTIFIED
OPPORTUNITY IDENTIFIED
Service Mark
Word
REGISTERED
Owner:
Serial:88850611
Filed:Mar 27, 2020
Classes:36
Registration:6169277
Registered:Oct 6, 2020
Description: Providing information on investment management, financial planning and insurance planning; investment management; insurance planning; and financial planning
THE WEEKLY TREND
THE WEEKLY TREND
Service Mark
Word
ABANDONED
Owner:
Serial:88850614
Filed:Mar 27, 2020
Classes:36
FOCUS ON THE SIGNAL. AVOID THE NOISE.
REGISTERED
Owner:
Serial:88164075
Filed:Oct 22, 2018
Classes:36
Registration:5779657
Registered:Jun 18, 2019
Description: Financial planning and investment management system, namely, strategic financial advisory services
TRUEHOLISTIC
TRUEHOLISTIC
Service Mark
Word
REGISTERED
Owner:
Serial:88158958
Filed:Oct 17, 2018
Classes:35, 36
Registration:5930148
Registered:Dec 10, 2019
Description: Investment management, financial planning, providing information in insurance planning matters, namely, providing information about healthcare insurance plans, property and casualty plans; estate planning, Medicare planning, social security financial planning and consulting services in the field of financial management and investment management rendered to individuals, financial information; financial planning, namely, tax planning; Tax preparation; tax planning advice, information and consultancy services
CLIENT FIRST TAX AND WEALTH ADVISORS
REGISTERED
Owner:
Serial:87535544
Filed:Jul 20, 2017
Classes:35
Registration:5630474
Registered:Dec 18, 2018
Description: Tax preparation; tax planning
QUINCY
QUINCY
Service Mark
Word
ABANDONED
Owner:
Serial:77181294
Filed:May 15, 2007
Classes:36
ROCK POINT
ROCK POINT
Service Mark
Word
ABANDONED
Owner:
Serial:77180620
Filed:May 14, 2007
Classes:36