CAPITALSAGE Trademark

Trademark Overview

On Thursday, June 19, 2025, a trademark application was filed for CAPITALSAGE with the United States Patent and Trademark Office. The USPTO has given the CAPITALSAGE trademark a serial number of 99243064. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, February 23, 2026. This trademark is owned by Capitalwise CFO Partners LLC. The CAPITALSAGE trademark is filed in the Advertising, Business and Retail Services category with the following description:

Business management consulting and advisory services, namely, outsourced Chief Financial Officer (CFO) services for businesses; Bookkeeping; Preparing financial reports for others in the nature of management and investor financial reports for businesses; Tax advisory services; Tax filing services, all of the foregoing rendered by Certified Public Accountant (CPA) advisors and excluding banking services, mortgage banking services, and the accepting of deposits or making of loans
capitalsage

General Information

Serial Number99243064
Word MarkCAPITALSAGE
Filing DateThursday, June 19, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateMonday, February 23, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 17, 2026

Trademark Statements

Goods and ServicesBusiness management consulting and advisory services, namely, outsourced Chief Financial Officer (CFO) services for businesses; Bookkeeping; Preparing financial reports for others in the nature of management and investor financial reports for businesses; Tax advisory services; Tax filing services, all of the foregoing rendered by Certified Public Accountant (CPA) advisors and excluding banking services, mortgage banking services, and the accepting of deposits or making of loans
Pseudo MarkCAPITAL SAGE

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, June 19, 2025
Primary Code035
First Use Anywhere DateMonday, February 24, 2025
First Use In Commerce DateMonday, February 24, 2025

Trademark Owner History

Party NameCapitalwise CFO Partners LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHoboken, NJ 07030
US

Trademark Events

Event DateEvent Description
Thursday, June 19, 2025NEW APPLICATION ENTERED
Thursday, June 19, 2025APPLICATION FILING RECEIPT MAILED
Monday, October 27, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, November 7, 2025ASSIGNED TO EXAMINER
Friday, November 14, 2025NON-FINAL ACTION WRITTEN
Friday, November 14, 2025NON-FINAL ACTION E-MAILED
Friday, November 14, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, January 12, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, January 12, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, January 12, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 22, 2026NON-FINAL ACTION WRITTEN
Thursday, January 22, 2026NON-FINAL ACTION E-MAILED
Thursday, January 22, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 12, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, February 12, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 12, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, February 19, 2026APPROVED FOR PUB - PRINCIPAL REGISTER

Related Keywords

capitalsage services financial businesses reports banking management advisory advisors public certified