CYPRESS WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, January 9, 2024, a trademark application was filed for CYPRESS WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CYPRESS WEALTH MANAGEMENT trademark a serial number of 98349129. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, August 22, 2024. This trademark is owned by WC JONES MANAGEMENT, LLC. The CYPRESS WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Advice on finance during retirement; Financial advice; Financial advice relating to income tax; Financial advice relating to tax; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management consultation; Investment advice; Investment consultancy; Investment consultation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of estate planning; Strategic financial advisory services
General Information
| Serial Number | 98349129 |
| Word Mark | CYPRESS WEALTH MANAGEMENT |
| Filing Date | Tuesday, January 9, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, August 22, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Advice on finance during retirement; Financial advice; Financial advice relating to income tax; Financial advice relating to tax; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management consultation; Investment advice; Investment consultancy; Investment consultation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of estate planning; Strategic financial advisory services |
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 | Tuesday, January 9, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, December 31, 2020 |
| First Use In Commerce Date | Thursday, December 31, 2020 |
Trademark Owner History
| Party Name | WC JONES MANAGEMENT, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Columbia, MD 21044 |
Trademark Events
| Event Date | Event Description |
| Tuesday, January 9, 2024 | NEW APPLICATION ENTERED |
| Sunday, April 28, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, August 5, 2024 | ASSIGNED TO EXAMINER |
| Thursday, August 22, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, August 22, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, August 22, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
