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 REGISTERED as of Tuesday, January 6, 2026. 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 in the nature of seminars, workshops, meetings, and non-downloadable educational 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
Status700 - REGISTERED
Status DateTuesday, January 6, 2026
Registration Number8092359
Registration DateTuesday, January 6, 2026
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 18, 2025

Trademark Statements


Goods and ServicesEducation services, namely, providing online and in-person programs in the nature of seminars, workshops, meetings, and non-downloadable educational video content in the field of financial literacy
NOT AVAILABLE"ADVISORY"
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 Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressHouston, TX 77003

Party NameCaplo Advisory LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressHouston, TX 77003

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, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, March 5, 2025NEW APPLICATION ENTERED
Friday, July 25, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, August 7, 2025ASSIGNED TO EXAMINER
Friday, August 8, 2025NON-FINAL ACTION WRITTEN
Friday, August 8, 2025NON-FINAL ACTION E-MAILED
Friday, August 8, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, October 15, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 15, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 15, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 22, 2025EXAMINERS AMENDMENT -WRITTEN
Wednesday, October 22, 2025EXAMINERS AMENDMENT E-MAILED
Wednesday, October 22, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, October 22, 2025EXAMINER'S AMENDMENT ENTERED
Wednesday, October 22, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 12, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 18, 2025PUBLISHED FOR OPPOSITION
Tuesday, November 18, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 6, 2026REGISTERED-PRINCIPAL REGISTER
Tuesday, January 6, 2026NOTICE OF REGISTRATION CONFIRMATION EMAILED