REDROCK WEALTH MANAGEMENT Trademark
REDROCK WEALTH MANAGEMENT is a USPTO trademark filed by ALLWORTH FINANCIAL, LP. Status: Registered.
Prosecution Summary
**Trademark Summary** **REDROCK WEALTH MANAGEMENT** is a standard character service mark with a disclaimer for "WEALTH MANAGEMENT," covering financial planning and investment advisory services in International Class 36, including consultation, retirement planning, charitable giving programs, personalized financial strategies, investment management, and advice on finance, investments, valuations, and retirement. The mark is registered on the Principal Register (Reg. No. 5127626) with Sections 8 and 15 accepted as of **June 30, 2022**. Current owner is **ALLWORTH FINANCIAL, LP**, a Delaware limited partnership based in Folsom, California, following assignment from original owner Greg Phelps. **Recent Activity** Filed on May 25, 2016, the application was published for opposition on Novem
Trademark Facts
| Mark | REDROCK WEALTH MANAGEMENT |
|---|---|
| Serial Number | 87049415 |
| Registration Number | 5127626 |
| Status | Registered |
| Filing Date | 2016-05-25 |
| Registration Date | 2017-01-24 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services) |
| Owner | ALLWORTH FINANCIAL, LP |
| Attorney of Record | Molly Buck Richard |
| Prosecution Events | 41 |
| Latest Event | REM2 on 2026-01-24 |
Goods & Services
Class 036: Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Investment management; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement