STRATEGIC ROTH TRANSFER Trademark

Trademark Overview

On Wednesday, January 10, 2024, a trademark application was filed for STRATEGIC ROTH TRANSFER with the United States Patent and Trademark Office. The USPTO has given the STRATEGIC ROTH TRANSFER trademark a serial number of 98350844. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, August 12, 2024. This trademark is owned by Rooted Wealth Advisors, Inc.. The STRATEGIC ROTH TRANSFER trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning for retirement
strategic roth transfer

General Information

Serial Number98350844
Word MarkSTRATEGIC ROTH TRANSFER
Filing DateWednesday, January 10, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateMonday, August 12, 2024
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 ServicesFinancial planning for retirement

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 10, 2024
Primary Code036
First Use Anywhere DateFriday, December 29, 2023
First Use In Commerce DateFriday, December 29, 2023

Trademark Owner History

Party NameRooted Wealth Advisors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBourbonnais, IL 60914

Trademark Events

Event DateEvent Description
Wednesday, January 10, 2024NEW APPLICATION ENTERED
Monday, April 29, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 12, 2024NON-FINAL ACTION WRITTEN
Monday, August 12, 2024NON-FINAL ACTION E-MAILED
Monday, August 12, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, August 6, 2024ASSIGNED TO EXAMINER

Related Keywords

transfer roth strategic retirement planning financial