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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, April 17, 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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, April 17, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| 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. |
| 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 |
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 |
