WILSON GROUP FINANCIAL MANAGEMENT, LLC logo

WILSON GROUP FINANCIAL MANAGEMENT, LLC

11 Marks
First Filed:Jan 30, 2020Latest Filed:Jan 10, 2025Address:121 South Orange Ave, N Tower Ste 1500, Orlando, FL 32801

Portfolio Overview

Registered
10(91%)
Dead
1(9%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
7(64%)
Class 41
Education and Entertainment
3(27%)
Class 42
Software, IT Services & Scientific Research
1(9%)

TTAB Proceedings

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

Top Firms

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11

Trademark Portfolio

11 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
THE ROTH GUY
THE ROTH GUY
Service Mark
Word
REGISTERED
Owner:
Serial:98950714
Filed:Jan 10, 2025
Classes:41
Registration:7956466
Registered:Sep 23, 2025
Goods & Services
Entertainment services, namely, providing video podcasts in the field of finance and life; "ROTH"
THE ROTH GUY
THE ROTH GUY
Service Mark
Word
REGISTERED
Owner:
Serial:98536575
Filed:May 6, 2024
Classes:36
Registration:7828732
Registered:Jun 10, 2025
Goods & Services
Strategic financial advisory services; Financial consulting; Financial planning; Financial information and advisory services; ROTH
CENTRUS WEALTH COMPASS
CENTRUS WEALTH COMPASS
Service Mark
Word
REGISTERED
Owner:
Serial:98294591
Filed:Dec 1, 2023
Classes:36
Registration:8061653
Registered:Dec 9, 2025
Goods & Services
Strategic financial advisory services; Financial consulting; Financial planning; Financial information and advisory services; "WEALTH"
THE TAX BOMB
THE TAX BOMB
Service Mark
Word
REGISTERED
Owner:
Serial:97829243
Filed:Mar 8, 2023
Classes:35, 42
Registration:7292031
Registered:Jan 23, 2024
FINANCIAL TERMITES
FINANCIAL TERMITES
Service Mark
Word
REGISTERED
Owner:
Serial:97778308
Filed:Feb 2, 2023
Classes:41
Registration:7567185
Registered:Nov 12, 2024
Goods & Services
Conducting seminars in financial retirement planning; Education services, namely, providing non-downloadable webinars in the field of financial retirement planning
PLAN WISE. RETIRE FREE.
PLAN WISE. RETIRE FREE.
Service Mark
Word
REGISTERED
Owner:
Serial:97778312
Filed:Feb 2, 2023
Classes:36
Registration:7444648
Registered:Jul 9, 2024
Goods & Services
Strategic financial advisory services; Financial consulting; Financial planning; Financial information and advisory services
PLAN WISE. RETIRE FREE.
PLAN WISE. RETIRE FREE.
Service Mark
Word
REGISTERED
Owner:
Serial:97778316
Filed:Feb 2, 2023
Classes:41
Registration:7425135
Registered:Jun 25, 2024
Goods & Services
Education services, namely, providing non-downloadable podcasts in the field of finance and retirement
97605452
97605452
Service Mark
Design
REGISTERED
Owner:
Serial:97605452
Filed:Sep 24, 2022
Classes:36
Registration:7206650
Registered:Oct 31, 2023
Goods & Services
Financial consulting
CENTRUS WEALTH NAVIGATOR
CENTRUS WEALTH NAVIGATOR
Service Mark
Word
ABANDONED
Owner:
Serial:97605454
Filed:Sep 24, 2022
Classes:36
Goods & Services
"WEALTH"
GUIDANCE. PLANNING. SOLUTIONS.
GUIDANCE. PLANNING. SOLUTIONS.
Service Mark
Word
REGISTERED
Owner:
Serial:97605455
Filed:Sep 24, 2022
Classes:36
Registration:7206652
Registered:Oct 31, 2023
Goods & Services
Financial consulting
FINANCIAL TERMITES
FINANCIAL TERMITES
Service Mark
Word
REGISTERED
Owner:
Serial:88778812
Filed:Jan 30, 2020
Classes:36
Registration:6138296
Registered:Aug 25, 2020
Goods & Services
Providing a web site featuring personal financial information and financial advice

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