ROWLING & ASSOCIATES, LLC logo

ROWLING & ASSOCIATES, LLC

3 Marks
LLC
First Filed:Sep 1, 2015Latest Filed:Oct 16, 2025Address:1455 Frazee Road, Suite 700, SAN DIEGO, CA 92108, US

Portfolio Overview

Registered
2(67%)
Pending
1(33%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
3(100%)
Class 35
Advertising, Business Services & Retail
2(67%)
Class 41
Education and Entertainment
1(33%)

TTAB Proceedings

No litigation activity

Top Firms

HIGGS FLETCHER & MACK LLP(Oct 2025)
3

Trademark Portfolio

3 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
PATHVIEW
PATHVIEW
Service Mark
Word
PENDING
Owner:
Serial:99446037
Filed:Oct 16, 2025
Classes:35, 36, 41
Goods & Services
Class 035: Tax consultation; Tax planning; Tax preparation; Tax advisory services; Class 036: Financial planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial retirement plan consulting services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial wealth management services; Fiduciary services, namely, fiduciary representative services; Class 041: Providing a website featuring blogs and non-downloadable publications in the nature of articles in the field of financial planning, tax advice, wealth management; on-line electronic newsletters delivered by e-mail in the field(s) of financial planning, tax advice, wealth management
INSTRATEGY
INSTRATEGY
Service Mark
Word
REGISTERED
Owner:
Serial:87426727
Filed:Apr 26, 2017
Classes:36
Registration:6322415
Registered:Apr 13, 2021
Goods & Services
Investment research, namely, providing information and research in the field of finance and financial investment; global investment research and advisory services; Providing information and research in the field of finance, financial investments, and financial portfolio models; all of the foregoing excluding for use in the insurance and reinsurance industries | Providing information and research in the field of software configuration, namely, financial investment tax strategy software settings
INTRICITY
INTRICITY
Service Mark
Word
REGISTERED
Owner:
Serial:86744688
Filed:Sep 1, 2015
Classes:35, 36
Registration:5092448
Registered:Nov 29, 2016
Goods & Services
Income tax preparation and consultation services | Financial planning, wealth advisory and investment management services

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