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 PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, November 5, 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
rollover concierge

General Information

Serial Number99096536
Word MarkROLLOVER CONCIERGE
Filing DateFriday, March 21, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateWednesday, November 5, 2025
Registration Number0000000
Registration DateTuesday, November 25, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

NOT AVAILABLE"ROLLOVER"
Goods and ServicesFinancial 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

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 21, 2025
Primary Code036
First Use Anywhere DateThursday, March 20, 2025
First Use In Commerce DateThursday, March 20, 2025

Trademark Owner History

Party NameHUMAN INTEREST INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94111

Trademark Events

Event DateEvent Description
Friday, March 21, 2025NEW APPLICATION ENTERED
Friday, March 21, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, March 21, 2025APPLICATION FILING RECEIPT MAILED
Monday, May 26, 2025ASSIGNED TO EXAMINER
Monday, June 2, 2025NON-FINAL ACTION WRITTEN
Monday, June 2, 2025NON-FINAL ACTION E-MAILED
Monday, June 2, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, June 30, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, June 30, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, June 30, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 14, 2025FINAL REFUSAL WRITTEN
Monday, July 14, 2025FINAL REFUSAL E-MAILED
Monday, July 14, 2025NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, October 14, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Tuesday, October 14, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Tuesday, October 21, 2025TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, October 28, 2025ASSIGNED TO LIE
Tuesday, October 28, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 28, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 21, 2025TEAS AMENDMENT OF USE RECEIVED
Tuesday, October 21, 2025USE AMENDMENT FILED
Tuesday, October 21, 2025AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, October 28, 2025USE AMENDMENT ACCEPTED
Tuesday, October 28, 2025APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Related Keywords

concierge rollover financial retirement services planning advisory information consultancy research finance wellness