Root Financial Partners, LLC

3 Marks

LLC

First Filed:Apr 8, 2024Latest Filed:Sep 9, 2024Address:125 S. Hwy 101, Suite 101, Solana Beach, CA 92075, US

Portfolio Overview

Registered

1(33%)

Pending

2(67%)

Top Classes

Class 36

Insurance, Financial Services & Real Estate

2(67%)

Class 41

Education and Entertainment

1(33%)

TTAB Proceedings

No litigation activity

Top Firms

NH Legal(Sep 2024)

Polsinelli PC(Apr 2024)

Trademark Portfolio

3 results

(current & previous marks)

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Current3

Previous0

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Pending2

Cancelled0

Abandoned0

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Word2

Stylized0

Design1

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NonVisual0

Class 362

Class 411

RETIREMENT MAKEOVER

Service Mark

Word

ITU

PENDING

Owner:

Serial:98741756

Filed:Sep 9, 2024

Classes:41

Goods & Services

Entertainment services, namely, an ongoing series featuring financial planning, retirement planning, and investment planning provided through online video streaming platforms; Entertainment services, namely, providing podcasts in the field of financial planning, retirement planning, and investment planning

98497665

Service Mark

Design

REGISTERED

Owner:

Serial:98497665

Filed:Apr 12, 2024

Classes:36

Registration:7694171

Registered:Feb 18, 2025

Goods & Services

Financial advisory services; Financial planning for retirement; Investment management; Estate planning; Cash flow planning, namely financial planning; Insurance review as part of financial planning for retirement

ROOT

Service Mark

Word

PENDING

Owner:

Serial:98488668

Filed:Apr 8, 2024

Classes:36

Goods & Services

Financial advisory services; Financial planning for retirement; Investment management; Estate planning; Cash flow planning, namely financial planning and cash management; Financial advice relating to tax

Root Financial Partners, LLC

Portfolio Overview

Top Classes

TTAB Proceedings

Top Firms

Trademark Portfolio

3 results

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