ROOSEVELT WEALTH MANAGEMENT
LIVE

Serial Number

90711544

Owner

THE ROOSEVELT INVESTMENT GROUP, LLC

Attorney

Nancy J. Mertzel

First Use Date

May 1, 2021

Filing Date

May 14, 2021

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ROOSEVELT WEALTH MANAGEMENT Trademark

Serial Number: 90711544 • Registration: 6736098

ROOSEVELT WEALTH MANAGEMENT is a trademark filed by THE ROOSEVELT INVESTMENT GROUP, LLC on May 14, 2021. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

THE ROOSEVELT INVESTMENT GROUP, LLC (4 trademarks)

570 LEXINGTON AVENUE, SUITE 1800
NEW YORK, NY 10022

Entity Type: 16

Trademark Details

Filing Date

May 14, 2021

Registration Date

May 24, 2022

First Use Anywhere

May 1, 2021

First Use in Commerce

May 1, 2021

Published for Opposition

March 8, 2022

Goods & 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

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 18, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 18, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 18, 2023 REAP
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jun 14, 2023 ASGN
NOTICE OF REGISTRATION CONFIRMATION EMAILED
May 25, 2022 NRCC
REGISTERED-PRINCIPAL REGISTER
May 24, 2022 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 8, 2022 NPUB
PUBLISHED FOR OPPOSITION
Mar 8, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 16, 2022 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 2, 2022 CNSA
ASSIGNED TO EXAMINER
Jan 24, 2022 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Aug 13, 2021 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 12, 2021 NWOS
NEW APPLICATION ENTERED
May 18, 2021 NWAP