TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/09/2024
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Official data from USPTO
CW
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Active USPTO registrationType: CombinedOffice: United States
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
10/09/2024
Trademark type
Combined
Nice classes
36
Filing date
11/03/2023
Registration date
10/08/2024
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/08/2024
Last transaction
10/09/2024
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
2018-07-00
First use in commerce
2018-07-00
Drawing code
3
Owner type
16
Owner location
Houston, TX, US
Examiner
DONEGAN, DANIEL P
Law office
L40
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of a circle with the stylized letters "CW" in the circle, where the "C" is also part of the left side of the "W".
Holders and representatives
Holders
CAPITALWISE WEALTH MANAGEMENT LLC
Representatives
Keith Jaasma EWING & JONES, PLLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advisory and consultancy servicesfinancial planning for retirement; Financial planning and investment advisory services for retirement and education finance planning purposes; Issuance of group healthlifedisabilitylong term care insurance; securities brokerage; processingadministering and managing employee benefit plans concerning insurance and finance; equity capital investment; consumer lending servicesbanking servicesbanking services featuring the provision of certificates of deposit
Publications
History of USPTO decisions and trademark events.
15 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/09/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/09/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10/09/2024
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
10/09/2024
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
10/08/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
10/08/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/23/2024
PUBO
PUBLISHED FOR OPPOSITION
07/23/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/03/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/17/2024
DOCK
ASSIGNED TO EXAMINER
06/14/2024
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
11/28/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/27/2023
NWAP
NEW APPLICATION ENTERED
11/07/2023
Continuous trademark protection
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