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
General Information
| Serial Number | 98700964 |
| Word Mark | CALIFORNIA CREDIT UNION WEALTH MANAGEMENT |
| Filing Date | Thursday, August 15, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, August 15, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| Published for Opposition Date | NOT AVAILABLE |
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.. |
| 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 | 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 |
