ROOSEVELT WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, May 14, 2021, a trademark application was filed for ROOSEVELT WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ROOSEVELT WEALTH MANAGEMENT trademark a serial number of 90711544. The federal status of this trademark filing is REGISTERED as of Tuesday, May 24, 2022. This trademark is owned by The Roosevelt Investment Group, LLC. The ROOSEVELT WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
financial services, namely, investment advisory services, investment management services, wealth management, and asset management services, all of the aforementioned services specifically excluding management and investment relating to residential mortgage loans
General Information
Serial Number | 90711544 |
Word Mark | ROOSEVELT WEALTH MANAGEMENT |
Filing Date | Friday, May 14, 2021 |
Status | 700 - REGISTERED |
Status Date | Tuesday, May 24, 2022 |
Registration Number | 6736098 |
Registration Date | Tuesday, May 24, 2022 |
Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
Published for Opposition Date | Tuesday, March 8, 2022 |
Trademark Statements
Description of Mark | The mark consists of an image of a bullmoose in a circle with the words Roosevelt Wealth Management underneath. |
Goods and Services | financial services, namely, investment advisory services, investment management services, wealth management, and asset management services, all of the aforementioned services specifically excluding management and investment relating to residential mortgage loans |
Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
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 | Thursday, August 12, 2021 |
Primary Code | 036 |
First Use Anywhere Date | Saturday, May 1, 2021 |
First Use In Commerce Date | Saturday, May 1, 2021 |
Trademark Owner History
Party Name | THE ROOSEVELT INVESTMENT GROUP, LLC |
Party Type | 31 - New Owner After Registration |
Legal Entity Type | 16 - Limited Liability Company |
Address | NEW YORK, NY 10022 |
Party Name | The Roosevelt Investment Group, LLC |
Party Type | 30 - Original Registrant |
Legal Entity Type | 16 - Limited Liability Company |
Address | New York, NY 10022 |
Party Name | The Roosevelt Investment Group, LLC |
Party Type | 20 - Owner at Publication |
Legal Entity Type | 16 - Limited Liability Company |
Address | New York, NY 10022 |
Party Name | The Roosevelt Investment Group, LLC |
Party Type | 10 - Original Applicant |
Legal Entity Type | 16 - Limited Liability Company |
Address | New York, NY 10022 |
Trademark Events
Event Date | Event Description |
Tuesday, July 18, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
Tuesday, July 18, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
Tuesday, July 18, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
Wednesday, June 14, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
Wednesday, May 25, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
Tuesday, May 24, 2022 | REGISTERED-PRINCIPAL REGISTER |
Tuesday, March 8, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
Tuesday, March 8, 2022 | PUBLISHED FOR OPPOSITION |
Wednesday, February 16, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
Wednesday, February 2, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
Monday, January 24, 2022 | ASSIGNED TO EXAMINER |
Friday, August 13, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
Thursday, August 12, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
Tuesday, May 18, 2021 | NEW APPLICATION ENTERED |