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 99142044. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Thursday, September 18, 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
General Information
| Serial Number | 99142044 |
| Word Mark | CAPSOUTH WEALTH MANAGEMENT |
| Filing Date | Thursday, April 17, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Thursday, September 18, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of the wording CAPSOUTH above the wording WEALTH MANAGEMENT, to the right of three curved lines. |
| Pseudo Mark | CAP SOUTH WEALTH MANAGEMENT |
| Goods and Services | 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 |
| NOT AVAILABLE | WEALTH MANAGEMENT |
Classification Information
| 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 | Thursday, April 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, March 1, 2025 |
| First Use In Commerce Date | Saturday, March 1, 2025 |
Trademark Owner History
| Party Name | CapSouth Partners, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Dothan, AL 36301 |
Trademark Events
| Event Date | Event Description |
| Thursday, April 17, 2025 | NEW APPLICATION ENTERED |
| Thursday, April 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, August 26, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, August 26, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 11, 2025 | ASSIGNED TO EXAMINER |
| Thursday, September 11, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, September 11, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 17, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 17, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, September 18, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, September 18, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, September 11, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
