NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/24/2026
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Official data from USPTO
CITRUS WEALTH
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
ST13
US500000088366237Class
36
Filing
88366237
Registration
6040229
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
19
Latest update
07/24/2026
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
07/24/2026
Last transaction
07/24/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
01/30/2018
First use in commerce
01/30/2018
Drawing code
4
Owner type
16
Owner location
Redlands, CA, US
Examiner
COUGHLAN, REBECCA D.
Current location
Historical data usage
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.
19 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/24/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/24/2026
E815
TEAS SECTION 8 & 15 RECEIVED
04/20/2026
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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