| Serial Number | 88192542 |
| Word Mark | CAPITALWISE |
| Filing Date | Tuesday, November 13, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 10, 2019 |
| Registration Number | 5858848 |
| Registration Date | Tuesday, September 10, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 23, 2019 |
| Pseudo Mark | CAPITAL WISE |
| Goods and Services | Financial advisory and consultancy services, namely, financial planning for retirement; Financial planning and investment advisory services for retirement planning purposes; Issuance of life, disability, and long term care insurance |
| 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 | Monday, December 3, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, July 11, 2019 |
| First Use In Commerce Date | Thursday, July 11, 2019 |
| Party Name | CAPITALWISE WEALTH MANAGEMENT LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77008 |
| Party Name | CAPITALWISE WEALTH MANAGEMENT LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77027 |
| Party Name | CAPITALWISE WEALTH MANAGEMENT LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77027 |
| Event Date | Event Description |
| Thursday, February 21, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, November 16, 2018 | NEW APPLICATION ENTERED |
| Monday, December 3, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, February 16, 2019 | ASSIGNED TO EXAMINER |
| Thursday, February 21, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 21, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 21, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, February 21, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, March 18, 2019 | ASSIGNED TO LIE |
| Wednesday, April 3, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 23, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 23, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 18, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, July 11, 2019 | USE AMENDMENT FILED |
| Thursday, July 11, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Friday, August 2, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, September 10, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Friday, August 2, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Saturday, August 3, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, August 6, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, October 9, 2024 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, September 10, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |