| Serial Number | 98254448 |
| Word Mark | CW |
| Filing Date | Friday, November 3, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 8, 2024 |
| Registration Number | 7528552 |
| Registration Date | Tuesday, October 8, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 23, 2024 |
| Description of Mark | The mark consists of a circle with the stylized letters "CW" in the circle, where the "C" is also part of the left side of the "W". |
| Pseudo Mark | CAPITAL WISE |
| Goods and Services | Financial advisory and consultancy services, namely, financial planning for retirement; Financial planning and investment advisory services for retirement and education finance planning purposes; Issuance of group health, life, disability, and long term care insurance; securities brokerage; processing, administering and managing employee benefit plans concerning insurance and finance; equity capital investment; consumer lending services, banking services, banking services featuring the provision of certificates of deposit |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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 | Monday, November 27, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, June 30, 2018 |
| First Use In Commerce Date | Saturday, June 30, 2018 |
| Party Name | CAPITALWISE WEALTH MANAGEMENT LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77008 |
| Party Name | CAPITALWISE WEALTH MANAGEMENT LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77027 |
| Party Name | CAPITALWISE WEALTH MANAGEMENT LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77027 |
| Event Date | Event Description |
| Tuesday, November 7, 2023 | NEW APPLICATION ENTERED |
| Tuesday, November 28, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, June 14, 2024 | ASSIGNED TO EXAMINER |
| Monday, June 17, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, November 27, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, July 3, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 23, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 23, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 8, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, October 9, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, October 9, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, October 9, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, October 9, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, October 9, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, October 8, 2024 | REGISTERED-PRINCIPAL REGISTER |