| Serial Number | 98700969 |
| Word Mark | NORTH ISLAND CREDIT UNION WEALTH MANAGEMENT |
| Filing Date | Thursday, August 15, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 19, 2025 |
| Registration Number | 7897662 |
| Registration Date | Tuesday, August 19, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 1, 2025 |
| Description of Mark | The mark consists of the words North Island Credit Union appearing stacked on top of each other with North on top, Island below and Credit Union beneath. Under the words Credit Union is a horizontal dividing line with the words Wealth Management appearing underneath the line. Two images of stylized birds appear in the upper right corner above the ND in Island. All wording is in a stylized font. |
| Section 2(f) Limitation Statement | as to "NORTH ISLAND CREDIT UNION WEALTH MANAGEMENT". |
| Goods and Services | Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial services, namely, wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "CREDIT UNION" AND "WEALTH MANAGEMENT" |
| 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 | Thursday, August 15, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, July 13, 2021 |
| First Use In Commerce Date | Tuesday, July 13, 2021 |
| Party Name | California Credit Union |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | GLENDALE, CA 91203 |
| Party Name | California Credit Union |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | GLENDALE, CA 91203 |
| Party Name | California Credit Union |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | GLENDALE, CA 91203 |
| Event Date | Event Description |
| Thursday, August 15, 2024 | NEW APPLICATION ENTERED |
| Thursday, February 27, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, February 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 17, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, February 28, 2025 | ASSIGNED TO EXAMINER |
| Monday, March 17, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, March 17, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 8, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, April 8, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, April 8, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 6, 2025 | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED |
| Thursday, May 22, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 25, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 1, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 1, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 19, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 19, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |