CAPSOUTH WEALTH MANAGEMENT Trademark

Trademark Overview

On Thursday, April 17, 2025, a trademark application was filed for CAPSOUTH WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CAPSOUTH WEALTH MANAGEMENT trademark a serial number of 99142041. The federal status of this trademark filing is REGISTERED as of Tuesday, December 9, 2025. This trademark is owned by CapSouth Partners, Inc.. The CAPSOUTH WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice and consultancy services; Investment management; Investment advice; Investment consultation; Investment consultation in the fields of corporate 401(k) plans; Financial planning; Financial services, namely, wealth management services; Financial planning for retirement; Financial retirement plan consulting services; Providing information in the field of finance
capsouth wealth management

General Information

Serial Number99142041
Word MarkCAPSOUTH WEALTH MANAGEMENT
Filing DateThursday, April 17, 2025
Status700 - REGISTERED
Status DateTuesday, December 9, 2025
Registration Number8057312
Registration DateTuesday, December 9, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 21, 2025

Trademark Statements

Goods and ServicesFinancial advice and consultancy services; Investment management; Investment advice; Investment consultation; Investment consultation in the fields of corporate 401(k) plans; Financial planning; Financial services, namely, wealth management services; Financial planning for retirement; Financial retirement plan consulting services; Providing information in the field of finance
NOT AVAILABLEWEALTH MANAGEMENT

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 17, 2025
Primary Code036
First Use Anywhere DateFriday, December 1, 2017
First Use In Commerce DateFriday, December 1, 2017

Trademark Owner History

Party NameCapSouth Partners, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressDothan, AL 36301
Party NameCapSouth Partners, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressDothan, AL 36301
Party NameCapSouth Partners, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDothan, AL 36301

Trademark Events

Event DateEvent Description
Thursday, April 17, 2025NEW APPLICATION ENTERED
Thursday, April 17, 2025APPLICATION FILING RECEIPT MAILED
Friday, July 11, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 11, 2025ASSIGNED TO EXAMINER
Thursday, September 11, 2025NON-FINAL ACTION WRITTEN
Thursday, September 11, 2025NON-FINAL ACTION E-MAILED
Thursday, September 11, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 17, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, September 17, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 18, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, September 18, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 15, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 21, 2025PUBLISHED FOR OPPOSITION
Tuesday, October 21, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 9, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, December 9, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

management wealth capsouth financial investment services planning retirement consultation advice consulting field