CARLTON WEALTH MANAGEMENT Trademark

Trademark Overview


On Tuesday, January 30, 2024, a trademark application was filed for CARLTON WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CARLTON WEALTH MANAGEMENT trademark a serial number of 98382679. The federal status of this trademark filing is REGISTERED as of Tuesday, March 11, 2025. This trademark is owned by Carlton & Company Financial, Inc.. The CARLTON WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services; Financial risk management; Insurance brokerage services; Financial services, namely, wealth management services
carlton wealth management

General Information


Serial Number98382679
Word MarkCARLTON WEALTH MANAGEMENT
Filing DateTuesday, January 30, 2024
Status700 - REGISTERED
Status DateTuesday, March 11, 2025
Registration Number7725812
Registration DateTuesday, March 11, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial planning and investment advisory services; Financial risk management; Insurance brokerage services; Financial services, namely, wealth management services
NOT AVAILABLE"WEALTH MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, January 30, 2024
Primary Code036
First Use Anywhere DateMonday, January 13, 2025
First Use In Commerce DateMonday, January 13, 2025

Trademark Owner History


Party NameCarlton & Company Financial, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSeattle, WA 98121-2159

Party NameCarlton & Company Financial, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSeattle, WA 98121-2159

Trademark Events


Event DateEvent Description
Tuesday, January 30, 2024NEW APPLICATION ENTERED
Thursday, May 30, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, August 28, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, August 24, 2024ASSIGNED TO EXAMINER
Wednesday, August 28, 2024NON-FINAL ACTION WRITTEN
Wednesday, August 28, 2024NON-FINAL ACTION E-MAILED
Wednesday, November 13, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 13, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 13, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, December 12, 2024NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, January 27, 2025TEAS AMENDMENT OF USE RECEIVED
Monday, January 27, 2025TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, December 12, 2024FINAL REFUSAL WRITTEN
Thursday, December 12, 2024FINAL REFUSAL E-MAILED
Monday, January 27, 2025USE AMENDMENT FILED
Monday, January 27, 2025AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, February 18, 2025USE AMENDMENT ACCEPTED
Tuesday, February 18, 2025APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, March 11, 2025REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, March 11, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED