TORTUGA OM, INC. logo

TORTUGA OM, INC.

4 Marks
Corp.
First Filed:Apr 22, 2022Latest Filed:Aug 20, 2025Address:299 Camino Gardens Blvd., Ste. 301, Boca Raton, FL 33432

Portfolio Overview

Registered
3(75%)
Pending
1(25%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
4(100%)

TTAB Proceedings

No litigation activity

Top Firms

The Plus IP Firm(Aug 2025)
4

Trademark Portfolio

4 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
TORTUGA FINANCIAL
TORTUGA FINANCIAL
Service Mark
Word
PENDING
Owner:
Serial:99347605
Filed:Aug 20, 2025
Classes:36
Goods & Services
Class 036: Financial consultancy services; Financial advisory services; Financial analysis and consultation; Financial planning and investment advisory services; Financial wealth management services; Financial risk assessment services; Financial due diligence services; Financial portfolio analysis services; Insurance and financial information and consultancy services; Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence through cash flow and budgeting analysis, risk management and insurance planning, investment management and portfolio development, tax planning, retirement planning, and estate planning; Providing financial news and information in the field of personal finance, wealth management, and investment planning
98426923
98426923
Service Mark
Design
REGISTERED
Owner:
Serial:98426923
Filed:Feb 29, 2024
Classes:36
Registration:7693344
Registered:Feb 18, 2025
Goods & Services
Advice on finance during retirement; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, risk management, tax planning, retirement, and wealth management; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, risk management, tax planning, retirement, and wealth management; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Investment advice; Investment advice in the fields of risk management, tax planning, retirement, and wealth management; Investment advisory services; Investment consultation; Investment consultation in the fields of risk management, tax planning, retirement, and wealth management; Investment management in the fields of risk management, tax planning, retirement, and wealth management; Providing financial information; Providing financial information via a website; Providing information in the field of finance; Providing information in the field of personal finance
ADVICE BEYOND RETURN
ADVICE BEYOND RETURN
Service Mark
Word
REGISTERED
Owner:
Serial:97584888
Filed:Sep 9, 2022
Classes:36
Registration:7068567
Registered:May 30, 2023
Goods & Services
Advice on finance during retirement; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, risk management, tax planning, retirement, and wealth management; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information provided by electronic means; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, risk management, tax planning, retirement, and wealth management; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Investment advice; Investment advice in the fields of risk management, tax planning, retirement, and wealth management; Investment advisory services; Investment consultation; Investment consultation in the fields of risk management, tax planning, retirement, and wealth management; Investment management in the fields of risk management, tax planning, retirement, and wealth management; Providing financial assessment services to risk management, tax planning, retirement, and wealth management; Providing financial information; Providing financial information via a website; Providing information in the field of finance; Providing information in the field of personal finance
CHECKLIST FORMULA
CHECKLIST FORMULA
Service Mark
Word
REGISTERED
Owner:
Serial:97376659
Filed:Apr 22, 2022
Classes:36
Registration:7073298
Registered:Jun 6, 2023
Goods & Services
Advice on finance during retirement; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, risk management, tax planning, retirement, and wealth management; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information provided by electronic means; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, risk management, tax planning, retirement, and wealth management; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Investment advice; Investment advice in the fields of risk management, tax planning, retirement, and wealth management; Investment advisory services; Investment consultation; Investment consultation in the fields of risk management, tax planning, retirement, and wealth management; Investment management in the fields of risk management, tax planning, retirement, and wealth management; Providing financial assessment services to individuals planning for retirement; Providing financial information; Providing financial information via a website; Providing information in the field of finance; Providing information in the field of personal finance; "FORMULA"

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