Serial Number
99184355
Owner
Rock Point Partners LLCAttorney
Melinda S. GiftosFirst Use Date
Oct 31, 2022
Filing Date
May 14, 2025
ADAPTIV Trademark
Serial Number: 99184355 • Registration: 8068431
Trademark Classes
Owner Contact Info
215 N Main Street, Suite 206
West Bend, WI 53095
Entity Type: 16
Legal Representation
Correspondence Address
Melinda S. Giftos Husch Blackwell LLP
33 East Main Street
Suite 300
Madison, WI 53703
United States
Trademark Details
Filing Date
May 14, 2025
Registration Date
December 16, 2025
First Use Anywhere
October 31, 2022
First Use in Commerce
October 31, 2022
Published for Opposition
October 28, 2025
Goods & Services
Financial services, namely, operation, creation and management of exchange-traded funds for others; Financial services, namely, financial portfolio management, trading securities; Exchange-traded fund consultation services, advisory services, investment services, planning services, development services, research services and analysis services; Providing financial information; Providing financial information in the field of finance, financial investments and exchange-traded funds; Providing information, commentary and advice in the field of finance, financial investments, financial valuations and exchange-traded funds; Providing financial information via a website; Providing investors with financial information; Financial information; Providing financial brokerage and investment services with respect to securities and other financial instruments and products, namely, exchange-traded funds; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Financial evaluation, tracking, analysis, consultancy, advisory and research services relating to securities and other financial instruments; Information, advisory, consultancy and research services relating to finance and investments; Management of portfolios of transferable securities; Financial planning and investment advisory services; Investment management in the fields of exchange-traded funds; Issuance and provision of financial products and investment products in the nature of exchange-traded funds; Creation, management, issuance and provision of securities portfolios