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 PUBLISHED FOR OPPOSITION as of Tuesday, April 8, 2025. 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
General Information
| Serial Number | 98700964 |
| Word Mark | CALIFORNIA CREDIT UNION WEALTH MANAGEMENT |
| Filing Date | Thursday, August 15, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, April 8, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 8, 2025 |
Trademark Statements
| 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" |
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 | Thursday, August 15, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, July 13, 2021 |
| First Use In Commerce Date | Tuesday, July 13, 2021 |
Trademark Owner History
| 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 |
| 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, February 28, 2025 | ASSIGNED TO EXAMINER |
| Friday, February 28, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, February 28, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, February 28, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 7, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 7, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 7, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, March 8, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 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 |
