ROSEROCK WEALTH MANAGEMENT
LIVE

Serial Number

99900794

Owner

RoseRock Wealth Management, LLC

Attorney

Cami Boyd

First Use Date

May 1, 2017

Filing Date

Jun 23, 2026

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ROSEROCK WEALTH MANAGEMENT Trademark

Serial Number: 99900794

ROSEROCK WEALTH MANAGEMENT is a trademark filed by RoseRock Wealth Management, LLC on June 23, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

RoseRock Wealth Management, LLC (3 trademarks)

5950 Sherry Lane, Suite 201
Dallas, TX 75225

Entity Type: 16

Trademark Details

Filing Date

June 23, 2026

Registration Date

Not Registered

First Use Anywhere

May 1, 2017

First Use in Commerce

May 1, 2017

Goods & 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

Filing History

APPLICATION FILING RECEIPT MAILED
Jun 23, 2026 MAFR
NEW APPLICATION ENTERED
Jun 23, 2026 NWAP