ROSEROCK WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, June 23, 2026, a trademark application was filed for ROSEROCK WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ROSEROCK WEALTH MANAGEMENT trademark a serial number of 99900794. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, June 23, 2026. This trademark is owned by RoseRock Wealth Management, LLC. The ROSEROCK WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Financial wealth management services; Investment management; Investment advisory services; Financial planning and investment advisory services; Financial planning for retirement; Financial advice relating to retirement; Financial planning; Estate planning; Financial risk management consultation; Financial consulting; Financial portfolio management; Financial portfolio analysis services; Financial analysis; Financial analysis and consultation; Financial forecasting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Family office investment advisory services; Family office investment management services; Family office services in the nature of financial wealth management services; Providing financial consultation services to high net-worth individuals, business owners, exe...
General Information
| Serial Number | 99900794 |
| Word Mark | ROSEROCK WEALTH MANAGEMENT |
| Filing Date | Tuesday, June 23, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, June 23, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a red stylized letter R formed by a continuous curved line within a red square border. The upper portion of the stylized R originates from and merges with the upper left portion of the square border, and the lower leg of the stylized R extends downward and curves toward the lower right portion of the square border. The white or transparent areas shown in the drawing represent background and are not claimed as features of the mark. |
| Pseudo Mark | ROSE ROCK WEALTH MANAGEMENT |
| Goods and Services | Financial advisory services; Financial wealth management services; Investment management; Investment advisory services; Financial planning and investment advisory services; Financial planning for retirement; Financial advice relating to retirement; Financial planning; Estate planning; Financial risk management consultation; Financial consulting; Financial portfolio management; Financial portfolio analysis services; Financial analysis; Financial analysis and consultation; Financial forecasting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Family office investment advisory services; Family office investment management services; Family office services in the nature of financial wealth management services; Providing financial consultation services to high net-worth individuals, business owners, executives and retirees |
| Indication of Colors claimed | The color(s) red and gray is/are claimed as a feature of the mark. |
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 | Tuesday, June 23, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, May 1, 2017 |
| First Use In Commerce Date | Monday, May 1, 2017 |
Trademark Owner History
| Party Name | RoseRock Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dallas, TX 75225
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, June 23, 2026 | NEW APPLICATION ENTERED |
| Tuesday, June 23, 2026 | APPLICATION FILING RECEIPT MAILED |
