| Serial Number | 98700964 |
| Word Mark | CALIFORNIA CREDIT UNION WEALTH MANAGEMENT |
| Filing Date | Thursday, August 15, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 27, 2025 |
| Registration Number | 7807576 |
| Registration Date | Tuesday, May 27, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 8, 2025 |
| Description of Mark | The 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.. |
| Section 2(f) Limitation Statement | as to "CALIFORNIA CREDIT UNION WEALTH MANAGEMENT". |
| 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; 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 claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "CREDIT UNION" AND "WEALTH MANAGEMENT" |
| 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 | Thursday, August 15, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, July 13, 2021 |
| First Use In Commerce Date | Tuesday, July 13, 2021 |
| 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 |
| Event Date | Event Description |
| Thursday, August 15, 2024 | NEW APPLICATION ENTERED |
| Thursday, February 27, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, February 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 7, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 7, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, March 8, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 28, 2025 | ASSIGNED TO EXAMINER |
| Friday, February 28, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, February 28, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, February 28, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, March 7, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, March 13, 2025 | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED |
| Wednesday, April 2, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 8, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 8, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 27, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 27, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |