EVERROCK ASSET MANAGEMENT Trademark

Trademark Overview


On Thursday, June 5, 2025, a trademark application was filed for EVERROCK ASSET MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the EVERROCK ASSET MANAGEMENT trademark a serial number of 99219404. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Friday, March 27, 2026. This trademark is owned by The Prudential Insurance Company of America. The EVERROCK ASSET MANAGEMENT trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

Providing financial indices of financial and investment instruments and rules of such financial indices

Providing online non-downloadable articles, newsletters, reports, journals, infographics, research reports, whitepapers, brochures, and pamphlets in the field of financial investments.

Administration, underwriting and marketing of commingled, open-end equity real estate funds and single client accounts; Financial asset management services; Charitable fundraising services; Factor tilt investment services, namely, investment of the funds of others utilizing factor investing strategies that target specific drivers of return across growth, value, and momentum asset classes for the purpose of better expressing investors' investment outlooks and potentially increasing returns while meeting applicable strategy objectives; Financial planning and investment advisory services; Financial planning, namely, providing a personalized, holistic financial wellness plans for individuals; Investment management; Financial asset management; Financial portfolio analysis services; Investment advice; Financial investment in the field of securities; Fiduciary services, namely, fiduciary representative services; Financial valuations; Global distribution of investment products; insurance and f...

Providing online, non-downloadable software that enables users to obtain a personalized, holistic financial wellness plan and financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans
everrock asset management

General Information


Serial Number99219404
Word MarkEVERROCK ASSET MANAGEMENT
Filing DateThursday, June 5, 2025
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateFriday, March 27, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesProviding financial indices of financial and investment instruments and rules of such financial indices
Pseudo MarkEVER ROCK ASSET MANAGEMENT
Goods and ServicesProviding online non-downloadable articles, newsletters, reports, journals, infographics, research reports, whitepapers, brochures, and pamphlets in the field of financial investments.
Goods and ServicesAdministration, underwriting and marketing of commingled, open-end equity real estate funds and single client accounts; Financial asset management services; Charitable fundraising services; Factor tilt investment services, namely, investment of the funds of others utilizing factor investing strategies that target specific drivers of return across growth, value, and momentum asset classes for the purpose of better expressing investors' investment outlooks and potentially increasing returns while meeting applicable strategy objectives; Financial planning and investment advisory services; Financial planning, namely, providing a personalized, holistic financial wellness plans for individuals; Investment management; Financial asset management; Financial portfolio analysis services; Investment advice; Financial investment in the field of securities; Fiduciary services, namely, fiduciary representative services; Financial valuations; Global distribution of investment products; insurance and financial services, namely, financial investment in the field of retirement plans and defined contribution plans; Mezzanine debt financing services; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Establishing mutual funds for others; Mutual fund distribution; Mutual fund investment; Mutual fund services, namely, mutual fund sub-advisory services; private and public equity and debt investment services; Private placement financing services; Providing online information in the field of financial investments; Providing financial account and investment information by means of a global computer network; Real estate brokerage and leasing services; Real estate investment management services on behalf of institutional and retail investors; Real estate investment services; Financial retirement plan consulting services for plan participants in the nature of providing engagement programs, namely, advising financial retirement plan participants to engage in saving and planning for retirement and financial wellness, providing investment advice, financial planning, and asset allocation services, namely, financial asset management; providing financial information; Secondary mortgage market services, namely, purchasing and selling mortgage loans, interest in mortgage loans, and real estate-backed and mortgage-backed securities for others; Financial analysis and research services; Consulting and advisory services related to all the foregoing services
Goods and ServicesProviding online, non-downloadable software that enables users to obtain a personalized, holistic financial wellness plan and financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, June 5, 2025
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, June 5, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, June 5, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, June 5, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameThe Prudential Insurance Company of America
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNewark, NJ 07102
US

Trademark Events


Event DateEvent Description
Thursday, June 5, 2025NEW APPLICATION ENTERED
Thursday, June 5, 2025APPLICATION FILING RECEIPT MAILED
Tuesday, September 16, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 16, 2025ASSIGNED TO EXAMINER
Tuesday, September 30, 2025NON-FINAL ACTION WRITTEN
Tuesday, September 30, 2025NON-FINAL ACTION E-MAILED
Tuesday, September 30, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, October 2, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Thursday, October 2, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Friday, March 27, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 27, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 27, 2026TEAS/EMAIL CORRESPONDENCE ENTERED