TrademarkDir
ROTH STREET FINANCIAL
LIVE

Serial Number

99085292

Owner

JAO Financial LLC

Attorney

CAMERON JOSEPH VERBEKE

First Use Date

Dec 31, 2024

Filing Date

Mar 14, 2025

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ROTH STREET FINANCIAL Trademark

Serial Number: 99085292 • Registration: 8019877

ROTH STREET FINANCIAL is a trademark filed by JAO Financial LLC on March 14, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

JAO Financial LLC

7800 Discovery Dr
Middleton, WI 53562

Entity Type: 16

Trademark Details

Filing Date

March 14, 2025

Registration Date

November 11, 2025

First Use Anywhere

December 31, 2024

First Use in Commerce

December 31, 2024

Published for Opposition

September 23, 2025

Goods & Services

Financial planning and investment advisory services; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial planning for retirement

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Nov 11, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Nov 11, 2025 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Sep 23, 2025 NPUB
PUBLISHED FOR OPPOSITION
Sep 23, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 17, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 27, 2025 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 26, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 26, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 26, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 18, 2025 GNRN
NON-FINAL ACTION E-MAILED
Aug 18, 2025 GNRT
NON-FINAL ACTION WRITTEN
Aug 18, 2025 CNRT
ASSIGNED TO EXAMINER
Aug 15, 2025 DOCK
APPLICATION FILING RECEIPT MAILED
Mar 14, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 14, 2025 NWOS
NEW APPLICATION ENTERED
Mar 14, 2025 NWAP

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