CALIFORNIA CREDIT UNION WEALTH MANAGEMENT Trademark
Trademark Overview
On Wednesday, January 12, 2022, a trademark application was filed for CALIFORNIA CREDIT UNION WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CALIFORNIA CREDIT UNION WEALTH MANAGEMENT trademark a serial number of 97215456. The federal status of this trademark filing is REGISTERED as of Tuesday, May 30, 2023. This trademark is owned by California Credit Union. The CALIFORNIA CREDIT UNION WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice, namely, budget planning; Financial consultancy; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment analysis and stock research; Providing insurance premium rate quotes via on-line, telephone and mail means; Investment of funds; Providing information in the field of financial stock and equity markets
General Information
| Serial Number | 97215456 |
| Word Mark | CALIFORNIA CREDIT UNION WEALTH MANAGEMENT |
| Filing Date | Wednesday, January 12, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 30, 2023 |
| Registration Number | 7065573 |
| Registration Date | Tuesday, May 30, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 14, 2023 |
Trademark Statements
| Goods and Services | Financial advice, namely, budget planning; Financial consultancy; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment analysis and stock research; Providing insurance premium rate quotes via on-line, telephone and mail means; Investment of funds; Providing information in the field of financial stock and equity markets |
| Section 2(f) Limitation Statement | As to "CALIFORNIA CREDIT UNION" |
| Disclaimer with Predetermined Text | "CREDIT UNION" AND "WEALTH MANAGEMENT" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 19, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, July 1, 2021 |
| First Use In Commerce Date | Wednesday, July 21, 2021 |
Trademark Owner History
| Party Name | California Credit Union |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Glendale, CA 91203 |
| Party Name | California Credit Union |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Glendale, CA 91203 |
| Party Name | California Credit Union |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Glendale, CA 91203 |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 30, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, May 30, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 14, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 14, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 22, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, February 6, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 3, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, February 2, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 2, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, October 21, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, October 21, 2022 | NON-FINAL ACTION E-MAILED |
| Friday, October 21, 2022 | NON-FINAL ACTION WRITTEN |
| Wednesday, October 19, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, January 19, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, January 15, 2022 | NEW APPLICATION ENTERED |
