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 NON-FINAL ACTION - MAILED as of Monday, July 21, 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
General Information
| Serial Number | 99033412 |
| Word Mark | CAPITAL STRATEGIST |
| Filing Date | Friday, February 7, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, July 21, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | 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 |
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 | Friday, February 7, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | The Henky Family Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Scarborough, ON M1V2T6 |
Trademark Events
| Event Date | Event Description |
| Friday, February 7, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 7, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, February 7, 2025 | NEW APPLICATION ENTERED |
| Thursday, July 17, 2025 | ASSIGNED TO EXAMINER |
| Monday, July 21, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, July 21, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 21, 2025 | NON-FINAL ACTION WRITTEN |
