CAPSTONE FINANCIAL GROUP Trademark

Trademark Overview


On Wednesday, April 22, 2026, a trademark application was filed for CAPSTONE FINANCIAL GROUP with the United States Patent and Trademark Office. The USPTO has given the CAPSTONE FINANCIAL GROUP trademark a serial number of 99780364. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, April 22, 2026. This trademark is owned by Capstone Financial Resources, Inc.. The CAPSTONE FINANCIAL GROUP trademark is filed in the Insurance & Financial Services category with the following description:

Insurance brokerage; Design and development of insurance policies for others; Insurance field underwriting in the field of insurance relating to medical, dental, life insurance, short term disability, long term disability, vision, long term care, worksite and voluntary insurance benefit plans, Medicare supplemental insurance and Medicare Part D prescription drug coverage plans, key man insurance, business overhead expense, and employee benefits insurance; Insurance consulting and advisory services; Consultancy services relating to insurance; Financial advisory services in the field of employee benefits plans, pension plans, retirement plans, and 401(k) plans; Financial services, namely, financial planning, wealth management, retirement income planning, and wealth accumulation consulting; Financial planning for retirement and retirement income; Estate planning in the field of wealth management; Tax planning in the field of wealth management; Financial advisory and consultancy services i...
capstone financial group

General Information


Serial Number99780364
Word MarkCAPSTONE FINANCIAL GROUP
Filing DateWednesday, April 22, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, April 22, 2026
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 ServicesInsurance brokerage; Design and development of insurance policies for others; Insurance field underwriting in the field of insurance relating to medical, dental, life insurance, short term disability, long term disability, vision, long term care, worksite and voluntary insurance benefit plans, Medicare supplemental insurance and Medicare Part D prescription drug coverage plans, key man insurance, business overhead expense, and employee benefits insurance; Insurance consulting and advisory services; Consultancy services relating to insurance; Financial advisory services in the field of employee benefits plans, pension plans, retirement plans, and 401(k) plans; Financial services, namely, financial planning, wealth management, retirement income planning, and wealth accumulation consulting; Financial planning for retirement and retirement income; Estate planning in the field of wealth management; Tax planning in the field of wealth management; Financial advisory and consultancy services in the field of wealth management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development in the field of wealth management; Financial consulting services in the field of planned giving for non-profit and charitable organizations in the field of wealth management; Personalized counseling for students and parents in the field of college funding
Pseudo MarkCAP STONE FINANCIAL GROUP

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 22, 2026
Primary Code036
First Use Anywhere DateThursday, April 28, 2005
First Use In Commerce DateThursday, April 28, 2005

Trademark Owner History


Party NameCapstone Financial Resources, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressFolsom, CA 95630
US

Trademark Events


Event DateEvent Description
Wednesday, April 22, 2026NEW APPLICATION ENTERED
Wednesday, April 22, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, April 22, 2026APPLICATION FILING RECEIPT MAILED