CALIBER WEALTH MANAGEMENT Trademark

Trademark Overview


On Wednesday, January 5, 2022, a trademark application was filed for CALIBER WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CALIBER WEALTH MANAGEMENT trademark a serial number of 97203530. The federal status of this trademark filing is REGISTERED as of Tuesday, October 10, 2023. This trademark is owned by Caliber Wealth Management, LLC. The CALIBER WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

financial wealth planning services
caliber wealth management

General Information


Serial Number97203530
Word MarkCALIBER WEALTH MANAGEMENT
Filing DateWednesday, January 5, 2022
Status700 - REGISTERED
Status DateTuesday, October 10, 2023
Registration Number7185930
Registration DateTuesday, October 10, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 25, 2023

Trademark Statements


Goods and Servicesfinancial wealth planning services
Disclaimer with Predetermined Text"WEALTH MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, January 10, 2022
Primary Code036
First Use Anywhere DateWednesday, March 1, 2017
First Use In Commerce DateWednesday, March 1, 2017

Trademark Owner History


Party NameCALIBER COMPANIES, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSCOTTSDALE, AZ 85258

Party NameCALIBER COMPANIES, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSCOTTSDALE, AZ 85258

Party NameCALIBER COMPANIES, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressSCOTTSDALE, AZ 85258

Party NameCaliber Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66211

Trademark Events


Event DateEvent Description
Tuesday, October 10, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, October 10, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, July 25, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 25, 2023PUBLISHED FOR OPPOSITION
Wednesday, July 5, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, June 19, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 9, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, May 8, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 8, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, April 18, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, April 18, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 18, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, April 18, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, April 18, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, April 18, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, March 8, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, January 7, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Saturday, January 7, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, January 7, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, January 7, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, January 7, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, November 8, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 8, 2022NON-FINAL ACTION E-MAILED
Tuesday, November 8, 2022NON-FINAL ACTION WRITTEN
Thursday, September 29, 2022ASSIGNED TO EXAMINER
Monday, January 10, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, January 8, 2022NEW APPLICATION ENTERED