Who owns the CLIENT FIRST TAX AND WEALTH ADVISORS trademark?

The CLIENT FIRST TAX AND WEALTH ADVISORS trademark is owned by ROCK POINT PARTNERS LLC.

What class is the CLIENT FIRST TAX AND WEALTH ADVISORS trademark registered in?

The CLIENT FIRST TAX AND WEALTH ADVISORS trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

What is the serial number for CLIENT FIRST TAX AND WEALTH ADVISORS?

The USPTO serial number for CLIENT FIRST TAX AND WEALTH ADVISORS is 87535544.

What is the registration number for CLIENT FIRST TAX AND WEALTH ADVISORS?

CLIENT FIRST TAX AND WEALTH ADVISORS is registered under USPTO registration number 5630474.

CLI

USPTO Trademark Record

REGISTERED

CLIENT FIRST TAX AND WEALTH ADVISORS

SN 87535544·Reg 5630474·Filed Jul 20, 2017

Owner ROCK POINT PARTNERS LLC

Advertising; business management, organization and administration; office functions.; Financial, monetary and banking services; insurance services; real estate services.

CLIENT FIRST TAX AND WEALTH ADVISORS (Serial No. 87535544), Registration No. 5630474, is a registered US trademark filed on Jul 20, 2017 by ROCK POINT PARTNERS LLC. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: December 18, 2028

Mark Intelligence

CLIENT FIRST TAX AND WEALTH ADVISORS (Reg. #5630474) is a registered US trademark that has been protecting its owner, ROCK POINT PARTNERS LLC, since 2017. The mark covers Class 035 (Advertising, business management & retail services) and Class 036 (Insurance, financial & real estate services) respectively. Goods and services include Advertising; business management, organization and administration; office functions.; Financial, monetary and banking se.... The mark faced 1 opposition proceeding during prosecution.

FILED

Jul 20, 2017

SERIAL

87535544

REG#

5630474

REGISTERED

Dec 18, 2018

Owner

Applicant

ROCK POINT PARTNERS LLC

Entity

LLC

State

Address

215 N MAIN STREET, SUITE 1040, WEST BEND, WI, 53095

Country

Attorney

NameMelinda S. Giftos

Law firm

Melinda S. Giftos HUSCH BLACKWELL LLP

Docket

836432-3

Address

33 East Main Street, Suite 300, MADISON, WI 53703, United States

Get pre-filing clearance

AI attorney analyzes your proposed mark against USPTO — Go/No-Go verdict, class-by-class risks, and strategy recommendations.

Run clearance

Filing Information

StatusREGISTERED

Filing DateJul 20, 2017

Serial Number87535544

Registration No.5630474

Registration DateDec 18, 2018

Status DateJul 04, 2024

Published for OppositionOct 02, 2018

Next RenewalDecember 18, 2028

Mark TypeStandard characters

Attorney Docket836432-3

Status DescriptionLive and registered, Section 8 and 15 accepted

Filing Signals

FILED

2017

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

Search 15M+ trademarks

Free USPTO lookups by name, owner, or serial number. No account needed.

Search now

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Jan 01, 2016

First use in commerce: Jan 01, 2016

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 01, 2016

First use in commerce: Jan 01, 2016

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

27 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jul 04, 2024

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jul 04, 2024

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jul 04, 2024

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

Dec 20, 2023

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Dec 18, 2023

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

Dec 18, 2018

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Oct 02, 2018

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 02, 2018

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Sep 12, 2018

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Aug 23, 2018

APPROVED FOR PUB - PRINCIPAL REGISTER

CORRESPONDENCE RECEIVED IN LAW OFFICE

Aug 22, 2018

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Aug 22, 2018

TEAS/EMAIL CORRESPONDENCE ENTERED

ASSIGNED TO LIE

Aug 17, 2018

ASSIGNED TO LIE

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

Jul 30, 2018

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

SUSPENSION LETTER WRITTEN

May 11, 2018

SUSPENSION LETTER WRITTEN

LETTER OF SUSPENSION E-MAILED

May 11, 2018

LETTER OF SUSPENSION E-MAILED

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

May 11, 2018

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

TEAS/EMAIL CORRESPONDENCE ENTERED

Apr 26, 2018

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Apr 25, 2018

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Apr 25, 2018

CORRESPONDENCE RECEIVED IN LAW OFFICE

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Mar 28, 2018

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

NON-FINAL ACTION WRITTEN

Oct 25, 2017

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Oct 25, 2017

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 25, 2017

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Oct 19, 2017

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 26, 2017

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jul 24, 2017

NEW APPLICATION ENTERED

CLIENT FIRST TAX AND WEALTH ADVISORS

Get pre-filing clearance

Search 15M+ trademarks

Run a conflict check

Other Marks by ROCK POINT PARTNERS LLC

Other Marks in Class 035 — Advertising, business management & retail services

Other Marks by Melinda S. Giftos

Resources

Company