R. W. ROGE & COMPANY, INC. logo

R. W. ROGE & COMPANY, INC.

30 Marks
Corp.
First Filed:Jun 23, 2000Latest Filed:Nov 5, 2025Address:1 Corporate Dr, Bohemia, NY 11716, US

Portfolio Overview

Registered
11(37%)
Pending
1(3%)
Dead
18(60%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
30(100%)
Class 16
Paper Goods and Printed Matter
1(3%)
Class 41
Education and Entertainment
1(3%)

TTAB Proceedings

No litigation activity

Top Firms

HOFFMANN & BARON, LLP(Nov 2025)
26

Trademark Activity Timeline(2000 – 2025)

Trademark Portfolio

30 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
F.O.C.U.S. FRAMEWORK
F.O.C.U.S. FRAMEWORK
Trademark
Word
ITU
PENDING
Owner:
Serial:99481128
Filed:Nov 5, 2025
Classes:16, 36, 41
Goods & Services
Class 016: Printed manuals in the field of financial advisory services.; Class 036: Financial planning and investment advisory services; Class 041: Educational services, namely, conducting seminars and workshops in the field of personal finance and distribution of educational materials in connection therewith
R. W. ROGÉ & COMPANY, INC.
R. W. ROGÉ & COMPANY, INC.
Service Mark
Word
REGISTERED
Owner:
Serial:85471908
Filed:Nov 14, 2011
Classes:36
Registration:4287686
Registered:Feb 12, 2013
Goods & Services
"COMPANY, INC."
THE PROFESSIONAL TEAMWORK SYSTEM
THE PROFESSIONAL TEAMWORK SYSTEM
Service Mark
Word
REGISTERED
Owner:
Serial:85471955
Filed:Nov 14, 2011
Classes:36
Registration:4274272
Registered:Jan 15, 2013
Goods & Services
FINANCIAL INVESTMENT AND MANAGEMENT SERVICES, NAMELY, MULTI-DISCIPLINE FINANCIAL COORDINATION SERVICES IN THE NATURE OF FINANCIAL ADVICE, FINANCIAL INVESTMENT, FINANCIAL RETIREMENT PLANNING, AND FINANCIAL RISK MANAGEMENT
PLAN. ACHIEVE. LIVE.
PLAN. ACHIEVE. LIVE.
Service Mark
Word
REGISTERED
Owner:
Serial:77917115
Filed:Jan 21, 2010
Classes:36
Registration:3837630
Registered:Aug 24, 2010
Goods & Services
Class 036: Investment services, namely, investment advisory services, investment management, investment of funds for others, mutual fund investment, management of a capital investment fund, portfolio management, financial planning; and Financial services, namely, wealth preservation and asset management and asset protection, and retirement planning and modeling, and financial risk management
R.W. ROGÉ & COMPANY PRIVATE WEALTH MANAGEMENT SINCE 1986
R.W. ROGÉ & COMPANY PRIVATE WEALTH MANAGEMENT SINCE 1986
Service Mark
Combined
REGISTERED
Owner:
Serial:77917086
Filed:Jan 21, 2010
Classes:36
Registration:4021075
Registered:Sep 6, 2011
Goods & Services
Class 036: Investment services, namely, investment advisory services, investment management, investment of funds for others, mutual fund investment, management of a capital investment fund, financial portfolio management, financial planning; and Financial services, namely, wealth preservation in the nature of investing funds for others, financial asset management, financial asset protection in the nature of risk management, and retirement financial planning and modeling and financial risk management
BEYOND WEALTH
BEYOND WEALTH
Service Mark
Word
REGISTERED
Owner:
Serial:77263899
Filed:Aug 24, 2007
Classes:36
Registration:3658723
Registered:Jul 21, 2009
Goods & Services
Class 036: Investment services, namely, investment advisory services, investment management, investment of funds for others, mutual fund investment, management of a capital investment fund, portfolio management, financial planning; and financial services, namely, wealth preservation and asset management and asset protection, and retirement planning and modeling, and financial risk management
THE PATH TO A CONFIDENT FUTURE
THE PATH TO A CONFIDENT FUTURE
Service Mark
Word
REGISTERED
Owner:
Serial:78849069
Filed:Mar 29, 2006
Classes:36
Registration:3350062
Registered:Dec 4, 2007
Goods & Services
Investment services, namely, investment advisory services, investment management, investment of funds for others, mutual fund investment, management of a capital investment fund, portfolio management, financial planning; and Financial services, namely, wealth preservation and asset management and asset protection, and retirement planning and modeling, and financial risk management
VALUATION ANOMALIES
VALUATION ANOMALIES
Service Mark
Word
ABANDONED
Owner:
Serial:78825484
Filed:Feb 28, 2006
Classes:36
Goods & Services
"VALUATION"
VALUATION ANOMALY
VALUATION ANOMALY
Service Mark
Word
CANCELLED
Owner:
Serial:78825506
Filed:Feb 28, 2006
Classes:36
Registration:3393216
Registered:Mar 4, 2008
Goods & Services
"VALUATION"
BEYOND
BEYOND
Service Mark
Word
ABANDONED
Owner:
Serial:78816682
Filed:Feb 16, 2006
Classes:36
BEYOND ADVICE
BEYOND ADVICE
Service Mark
Word
REGISTERED
Owner:
Serial:78816725
Filed:Feb 16, 2006
Classes:36
Registration:3349961
Registered:Dec 4, 2007
Goods & Services
Class 036: Investment services, namely, investment advisory services, investment management, investment of funds for others, mutual fund investment, management of a capital investment fund, portfolio management, financial planning; and Financial services, namely, wealth preservation and asset management and asset protection, and retirement planning and modeling, and financial risk management
BEYOND EXPECTATIONS
BEYOND EXPECTATIONS
Service Mark
Word
REGISTERED
Owner:
Serial:78816789
Filed:Feb 16, 2006
Classes:36
Registration:3349962
Registered:Dec 4, 2007
Goods & Services
Investment services, namely, investment advisory services, investment management, investment of funds for others, mutual fund investment, management of a capital investment fund, portfolio management, financial planning; and Financial services, namely, wealth preservation and asset management and asset protection, and retirement planning and modeling, and financial risk management
BEYOND PERFORMANCE
BEYOND PERFORMANCE
Service Mark
Word
ABANDONED
Owner:
Serial:78816752
Filed:Feb 16, 2006
Classes:36
THE RIGHT PATH TO YOUR FUTURE
THE RIGHT PATH TO YOUR FUTURE
Service Mark
Word
ABANDONED
Owner:
Serial:78602028
Filed:Apr 5, 2005
Classes:36
STRATEGICACCESS
STRATEGICACCESS
Service Mark
Word
REGISTERED
Owner:
Serial:78597275
Filed:Mar 29, 2005
Classes:36
Registration:3659358
Registered:Jul 21, 2009
Goods & Services
Investment services; financial services, namely, wealth preservation and asset management and asset protection, and retirement planning and modeling; and financial risk management
PRIVATE RETIREMENT FUND
PRIVATE RETIREMENT FUND
Service Mark
Word
ABANDONED
Owner:
Serial:78560561
Filed:Feb 4, 2005
Classes:36
THE PROFESSIONAL TEAMWORK SYSTEM
THE PROFESSIONAL TEAMWORK SYSTEM
Service Mark
Word
CANCELLED
Owner:
Serial:78471028
Filed:Aug 20, 2004
Classes:36
Registration:3091696
Registered:May 9, 2006
Goods & Services
"SYSTEM"
ROGE PARTNERS FUND
ROGE PARTNERS FUND
Service Mark
Word
CANCELLED
Owner:
Serial:78463523
Filed:Aug 6, 2004
Classes:36
Registration:3382744
Registered:Feb 12, 2008
Goods & Services
"PARTNERS FUND"
R. W. ROGÉ & COMPANY, INC.
R. W. ROGÉ & COMPANY, INC.
Service Mark
Word
CANCELLED
Owner:
Serial:78463531
Filed:Aug 6, 2004
Classes:36
Registration:3155324
Registered:Oct 10, 2006
Goods & Services
"& COMPANY, INC."
GROWING WEALTH...TOGETHER
GROWING WEALTH...TOGETHER
Service Mark
Word
REGISTERED
Owner:
Serial:78429557
Filed:Jun 3, 2004
Classes:36
Registration:3059617
Registered:Feb 14, 2006
Goods & Services
investment and asset management services; and mutual fund management and mutual fund investment services
ROGE PARTNERS FUNDS
ROGE PARTNERS FUNDS
Service Mark
Combined
CANCELLED
Owner:
Serial:78429535
Filed:Jun 3, 2004
Classes:36
Registration:3160004
Registered:Oct 17, 2006
Goods & Services
"FUNDS"
WEALTHBRIDGE
WEALTHBRIDGE
Service Mark
Word
ABANDONED
Owner:
Serial:78419098
Filed:May 14, 2004
Classes:36
WEALTHCONNECTION
WEALTHCONNECTION
Service Mark
Word
REGISTERED
Owner:
Serial:78419021
Filed:May 14, 2004
Classes:36
Registration:3056501
Registered:Jan 31, 2006
Goods & Services
Investment and wealth management services
RESEARCHEDGE
RESEARCHEDGE
Service Mark
Word
CANCELLED
Owner:
Serial:76591726
Filed:May 11, 2004
Classes:36
Registration:2926277
Registered:Feb 15, 2005
Goods & Services
Financial Planning
THE WEALTHBRIDGE STRATEGY
THE WEALTHBRIDGE STRATEGY
Service Mark
Word
ABANDONED
Owner:
Serial:76591727
Filed:May 11, 2004
Classes:36
Goods & Services
financial plannning services; "STRATEGY"
THE RESEARCH EDGE
THE RESEARCH EDGE
Service Mark
Stylized
ABANDONED
Owner:
Serial:76565564
Filed:Dec 16, 2003
Classes:36
Goods & Services
Investment and Wealth Management services
THE UNIQUE WEALTH MANAGEMENT EXPERIENCE
THE UNIQUE WEALTH MANAGEMENT EXPERIENCE
Service Mark
Word
CANCELLED
Owner:
Serial:76565557
Filed:Dec 16, 2003
Classes:36
Registration:3025195
Registered:Dec 13, 2005
Goods & Services
Investment and wealth management services; "WEALTH MANAGEMENT"
THE UNIQUE WEALTH MANAGEMENT PROCESS
THE UNIQUE WEALTH MANAGEMENT PROCESS
Service Mark
Word
CANCELLED
Owner:
Serial:76565556
Filed:Dec 16, 2003
Classes:36
Registration:3025194
Registered:Dec 13, 2005
Goods & Services
Investment and Wealth Management services; "WEALTH MANAGEMENT PROCESS"
UNIQUE WEALTH MANAGEMENT PROCESS
UNIQUE WEALTH MANAGEMENT PROCESS
Service Mark
Word
CANCELLED
Owner:
Serial:76564638
Filed:Dec 11, 2003
Classes:36
Registration:3012547
Registered:Nov 8, 2005
Goods & Services
Investment and Wealth Management services; WEALTH MANAGEMENT PROCESS
ADVISOR DIRECTED
ADVISOR DIRECTED
Service Mark
Word
ABANDONED
Owner:
Serial:76076509
Filed:Jun 23, 2000
Classes:36

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