CAPITAL STRATEGIST Trademark

Trademark Overview


On Friday, February 7, 2025, a trademark application was filed for CAPITAL STRATEGIST with the United States Patent and Trademark Office. The USPTO has given the CAPITAL STRATEGIST trademark a serial number of 99033412. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, February 7, 2025. This trademark is owned by The Henky Family Inc.. The CAPITAL STRATEGIST trademark is filed in the Insurance & Financial Services category with the following description:

Advice on finance during retirement; Advice on fiscal valuations; Financial analysis; Providing information in insurance matters; Insurance brokerage; Insurance brokerage services; Insurance agency and brokerage; Financial advisory services; Financial information and advisory services; Financial planning and investment advisory services; Financial advisory and consultancy services; Providing financial information; Providing insurance information; Financial consulting; Financial management; Financial asset management; Financial portfolio management
capital strategist

General Information


Serial Number99033412
Word MarkCAPITAL STRATEGIST
Filing DateFriday, February 7, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, February 7, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesAdvice on finance during retirement; Advice on fiscal valuations; Financial analysis; Providing information in insurance matters; Insurance brokerage; Insurance brokerage services; Insurance agency and brokerage; Financial advisory services; Financial information and advisory services; Financial planning and investment advisory services; Financial advisory and consultancy services; Providing financial information; Providing insurance information; Financial consulting; Financial management; Financial asset management; Financial portfolio management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, February 7, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameThe Henky Family Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressScarborough, ON M1V2T6

Trademark Events


Event DateEvent Description
Friday, February 7, 2025NEW APPLICATION ENTERED
Friday, February 7, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, February 7, 2025APPLICATION FILING RECEIPT MAILED