CAPLO ADVISORY Trademark

Trademark Overview

On Wednesday, March 5, 2025, a trademark application was filed for CAPLO ADVISORY with the United States Patent and Trademark Office. The USPTO has given the CAPLO ADVISORY trademark a serial number of 99068951. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, August 8, 2025. This trademark is owned by Caplo Advisory LLC. The CAPLO ADVISORY trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Education services, namely, providing online and in-person programs, including seminars, workshops, meetings, and video content in the field of financial literacy

Financial advisory and consultancy services, namely, providing creative financial plans and strategy for individuals, families, and businesses.; Financial information and advisory services; Financial planning and investment advisory services; Financial advisory services
caplo advisory

General Information

Serial Number99068951
Word MarkCAPLO ADVISORY
Filing DateWednesday, March 5, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, August 8, 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 ServicesEducation services, namely, providing online and in-person programs, including seminars, workshops, meetings, and video content in the field of financial literacy
Goods and ServicesFinancial advisory and consultancy services, namely, providing creative financial plans and strategy for individuals, families, and businesses.; Financial information and advisory services; Financial planning and investment advisory services; Financial advisory services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 5, 2025
Primary Code036
First Use Anywhere DateTuesday, December 1, 2020
First Use In Commerce DateFriday, January 1, 2021
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, March 5, 2025
Primary Code041
First Use Anywhere DateTuesday, December 1, 2020
First Use In Commerce DateFriday, January 1, 2021

Trademark Owner History

Party NameCaplo Advisory LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHouston, TX 77003

Trademark Events

Event DateEvent Description
Wednesday, March 5, 2025NEW APPLICATION ENTERED
Thursday, August 7, 2025ASSIGNED TO EXAMINER
Friday, August 8, 2025NON-FINAL ACTION E-MAILED
Friday, August 8, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, August 8, 2025NON-FINAL ACTION WRITTEN
Friday, July 25, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, March 5, 2025APPLICATION FILING RECEIPT MAILED

Related Keywords

advisory caplo financial services providing namely plans strategy consultancy creative businesses