CITRUS WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, April 1, 2019, a trademark application was filed for CITRUS WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CITRUS WEALTH MANAGEMENT trademark a serial number of 88366202. The federal status of this trademark filing is REGISTERED as of Tuesday, April 28, 2020. This trademark is owned by Citrus Wealth Management, LLC. The CITRUS WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, financial planning services and wealth management services
General Information
| Serial Number | 88366202 |
| Word Mark | CITRUS WEALTH MANAGEMENT |
| Filing Date | Monday, April 1, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 28, 2020 |
| Registration Number | 6040228 |
| Registration Date | Tuesday, April 28, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 11, 2020 |
Trademark Statements
| Goods and Services | Financial services, namely, financial planning services and wealth management services |
| 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 | Friday, April 19, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 12, 2018 |
| First Use In Commerce Date | Friday, January 12, 2018 |
Trademark Owner History
| Party Name | Citrus Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Redlands, CA 92373 |
| Party Name | Citrus Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Redlands, CA 92373 |
| Party Name | Citrus Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Redlands, CA 92373 |
Trademark Events
| Event Date | Event Description |
| Tuesday, June 18, 2019 | NON-FINAL ACTION WRITTEN |
| Thursday, April 4, 2019 | NEW APPLICATION ENTERED |
| Friday, April 19, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 11, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, June 18, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 18, 2019 | NON-FINAL ACTION E-MAILED |
| Wednesday, December 18, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, December 19, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, January 7, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 22, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 11, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 11, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 28, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, April 28, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, December 18, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
