CALIFORNIA CREDIT UNION WEALTH MANAGEMENT Trademark

Trademark Overview

On Thursday, August 15, 2024, 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 98700964. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, August 15, 2024. 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; Investment of funds; Providing information in the field of financial stock and equity markets; Providing insurance premium rate quotes via on-line, telephone and mail means; Financial services, namely, wealth management services
california credit union wealth management

General Information

Serial Number98700964
Word MarkCALIFORNIA CREDIT UNION WEALTH MANAGEMENT
Filing DateThursday, August 15, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, August 15, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Description of MarkThe mark consists of a stylized image of an apple. To the right of the apple are the words California Credit Union Wealth Management. The words are stacked on top of each other with California appearing at the top, Credit Union is underneath California. A horizontal dividing line appears under Credit Union and the words Wealth Management are below the dividing line. All wording is in a stylized font..
Goods and ServicesFinancial 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; Investment of funds; Providing information in the field of financial stock and equity markets; Providing insurance premium rate quotes via on-line, telephone and mail means; Financial services, namely, wealth management services
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"CREDIT UNION" AND "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 DateThursday, August 15, 2024
Primary Code036
First Use Anywhere DateTuesday, July 13, 2021
First Use In Commerce DateTuesday, July 13, 2021

Trademark Owner History

Party NameCalifornia Credit Union
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressGLENDALE, CA 91203

Trademark Events

Event DateEvent Description
Thursday, August 15, 2024NEW APPLICATION ENTERED
Thursday, February 27, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Thursday, February 27, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Related Keywords

management wealth union credit california financial services research stock providing analysis investment consultancy namely rate