ROLLOVER CONCIERGE Trademark
Trademark Overview
On Friday, March 21, 2025, a trademark application was filed for ROLLOVER CONCIERGE with the United States Patent and Trademark Office. The USPTO has given the ROLLOVER CONCIERGE trademark a serial number of 99096536. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Monday, July 14, 2025. This trademark is owned by HUMAN INTEREST INC.. The ROLLOVER CONCIERGE trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning for retirement; Individual retirement account services; Financial retirement plan consulting services; Financial administration of retirement plans; Investment consultation in the fields of financial wellness, financial planning, and retirement planning; Financial information and advisory services; Information, advisory, consultancy and financial research services relating to finance and investments
General Information
| Serial Number | 99096536 |
| Word Mark | ROLLOVER CONCIERGE |
| Filing Date | Friday, March 21, 2025 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Monday, July 14, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning for retirement; Individual retirement account services; Financial retirement plan consulting services; Financial administration of retirement plans; Investment consultation in the fields of financial wellness, financial planning, and retirement planning; Financial information and advisory services; Information, advisory, consultancy and financial research services relating to finance and investments |
| NOT AVAILABLE | Rollover |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, March 21, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | HUMAN INTEREST INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94111 |
Trademark Events
| Event Date | Event Description |
| Friday, March 21, 2025 | NEW APPLICATION ENTERED |
| Friday, March 21, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 21, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, May 26, 2025 | ASSIGNED TO EXAMINER |
| Monday, June 2, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, June 2, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, June 2, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 30, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 30, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 30, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 14, 2025 | FINAL REFUSAL WRITTEN |
| Monday, July 14, 2025 | FINAL REFUSAL E-MAILED |
| Monday, July 14, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, October 14, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, October 14, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Tuesday, October 21, 2025 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
