CANTATA WEALTH Trademark

Trademark Overview

On Wednesday, July 3, 2024, a trademark application was filed for CANTATA WEALTH with the United States Patent and Trademark Office. The USPTO has given the CANTATA WEALTH trademark a serial number of 98975403. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, March 20, 2025. This trademark is owned by Welltruist Capital Management LLC. The CANTATA WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

financial services, namely, wealth management, financial planning, and investment management services for individuals and families
cantata wealth

General Information

Serial Number98975403
Word MarkCANTATA WEALTH
Filing DateWednesday, July 3, 2024
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateThursday, March 20, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 8, 2025

Trademark Statements

Goods and Servicesfinancial services, namely, wealth management, financial planning, and investment management services for individuals and families
NOT AVAILABLE"WEALTH"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 3, 2024
Primary Code036
First Use Anywhere DateMonday, September 30, 2024
First Use In Commerce DateMonday, September 30, 2024

Trademark Owner History

Party NameCANTATA WEALTH MANAGEMENT, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressCORAL GABLES, FL 33158
Party NameWelltruist Capital Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCoral Gables, FL 33158

Trademark Events

Event DateEvent Description
Wednesday, July 3, 2024NEW APPLICATION ENTERED
Wednesday, July 3, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, November 8, 2024DIVISIONAL REQUEST RECEIVED
Friday, November 8, 2024AMENDMENT TO USE PROCESSING COMPLETE
Friday, November 8, 2024USE AMENDMENT FILED
Friday, November 8, 2024TEAS AMENDMENT OF USE RECEIVED
Friday, November 8, 2024TEAS REQUEST TO DIVIDE RECEIVED
Wednesday, November 13, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, December 11, 2024ASSIGNED TO LIE
Wednesday, December 18, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, December 19, 2024DIVISIONAL PROCESSING COMPLETE
Wednesday, January 22, 2025ASSIGNED TO EXAMINER
Friday, March 14, 2025USE AMENDMENT ACCEPTED
Friday, March 14, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 14, 2025NON-FINAL ACTION WRITTEN
Friday, March 14, 2025NON-FINAL ACTION E-MAILED
Tuesday, March 18, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, March 18, 2025EXAMINERS AMENDMENT -WRITTEN
Tuesday, March 18, 2025EXAMINERS AMENDMENT E-MAILED
Tuesday, March 18, 2025EXAMINER'S AMENDMENT ENTERED
Wednesday, March 19, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, March 20, 2025LAW OFFICE PUBLICATION REVIEW COMPLETED

Related Keywords

wealth cantata financial management services individuals families investment planning namely