Who owns the INVESTMENT WIZARD trademark?

The INVESTMENT WIZARD trademark is owned by CapitalROCK, LLC.

What class is the INVESTMENT WIZARD trademark registered in?

The INVESTMENT WIZARD trademark is registered in Class 042 (Scientific, technology & SaaS services).

What is the serial number for INVESTMENT WIZARD?

The USPTO serial number for INVESTMENT WIZARD is 98473471.

What is the registration number for INVESTMENT WIZARD?

INVESTMENT WIZARD is registered under USPTO registration number 7633786.

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Home Search: INVESTMENT WIZARDINVESTMENT WIZARD #98473471

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Updated Sep 30, 2026·24 searches this week

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INV

USPTO Trademark Record

REGISTERED

INVESTMENT WIZARD

SN 98473471·Reg 7633786·Filed Mar 28, 2024

Owner CapitalROCK, LLC

Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

INVESTMENT WIZARD (Serial No. 98473471), Registration No. 7633786, is a registered US trademark filed on Mar 28, 2024 by CapitalROCK, LLC. This trademark covers Class 042 (Scientific, technology & SaaS services).

early section 8: December 31, 2030

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Mark Intelligence

INVESTMENT WIZARD (Reg. #7633786) is a registered US trademark that has been protecting its owner, CapitalROCK, LLC, since 2024. The mark covers Class 042 (Scientific, technology & SaaS services). Goods and services include Scientific and technological services and research and design relating thereto; industrial analysis, industrial research.... The mark faced 1 opposition proceeding during prosecution.

FILED

Mar 28, 2024

SERIAL

98473471

REG#

7633786

REGISTERED

Dec 31, 2024

Filing Information

StatusREGISTERED

Filing DateMar 28, 2024

Serial Number98473471

Registration No.7633786

Registration DateDec 31, 2024

Status DateDec 31, 2024

Published for OppositionNov 12, 2024

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 042Scientific, technology & SaaS services

US codes: 100, 101

First use anywhere: Sep 13, 2017

First use in commerce: Dec 18, 2017

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

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Status History

17 events

REGISTERED-PRINCIPAL REGISTER

Dec 31, 2024

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Dec 31, 2024

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Nov 12, 2024

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 12, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 23, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Oct 02, 2024

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Oct 02, 2024

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Oct 02, 2024

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Oct 02, 2024

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Oct 02, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

NON-FINAL ACTION WRITTEN

Sep 26, 2024

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Sep 26, 2024

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Sep 26, 2024

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Sep 19, 2024

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 03, 2024

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Mar 28, 2024

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Mar 28, 2024

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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