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Official data from USPTO

CITRUS WEALTH MANAGEMENT

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

CITRUS WEALTH MANAGEMENT

ST13

US500000088366202

Class

36

Filing

88366202

Registration

6040228

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

15

Latest update

04/29/2025

Trademark type

Word

Nice classes

36

Filing date

04/01/2019

Registration date

04/28/2020

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

04/28/2020

Last transaction

04/29/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

01/12/2018

First use in commerce

01/12/2018

Drawing code

4

Owner type

16

Owner location

Redlands, CA

Examiner

COUGHLAN, REBECCA

Law office

M40

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Citrus Wealth Management, LLC

Representatives

Josh Emory DUNN DESANTIS WALT & KENDRICK LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesfinancial planning services and wealth management services

Publications

History of USPTO decisions and trademark events.

15 publications found

REM1

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

04/28/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

04/28/2020

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

02/11/2020

PUBO

PUBLISHED FOR OPPOSITION

02/11/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

01/22/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/07/2020

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

12/19/2019

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

12/18/2019

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

12/18/2019

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

06/18/2019

GNRT

NON-FINAL ACTION E-MAILED

06/18/2019

CNRT

NON-FINAL ACTION WRITTEN

06/18/2019

DOCK

ASSIGNED TO EXAMINER

06/11/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

04/19/2019

NWAP

NEW APPLICATION ENTERED

04/04/2019

Continuous trademark protection

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