SOUTH TEXAS MONEY MANAGEMENT Trademark

Trademark Overview


On Wednesday, January 8, 2014, a trademark application was filed for SOUTH TEXAS MONEY MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SOUTH TEXAS MONEY MANAGEMENT trademark a serial number of 86159923. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, September 29, 2020. This trademark is owned by South Texas Money Management, Ltd.. The SOUTH TEXAS MONEY MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial analysis and consultation; financial investment in the field of stocks, bonds, convertibles, short-term income investments, money market funds, derivatives, options, futures, private placements, initial public offerings, public offerings, publicly traded limited partnerships, mutual or common funds, ADR's and nondollar denominated securities; financial management; financial planning; financial portfolio management; investment advice; investment consultation; investment management; and investment of funds for others
south texas money management

General Information


Serial Number86159923
Word MarkSOUTH TEXAS MONEY MANAGEMENT
Filing DateWednesday, January 8, 2014
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, September 29, 2020
Registration Number4600455
Registration DateTuesday, September 9, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 24, 2014

Trademark Statements


Goods and ServicesFinancial analysis and consultation; financial investment in the field of stocks, bonds, convertibles, short-term income investments, money market funds, derivatives, options, futures, private placements, initial public offerings, public offerings, publicly traded limited partnerships, mutual or common funds, ADR's and nondollar denominated securities; financial management; financial planning; financial portfolio management; investment advice; investment consultation; investment management; and investment of funds for others
Disclaimer with Predetermined Text"MONEY MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 22, 2014
Primary Code036
First Use Anywhere DateThursday, November 30, 2000
First Use In Commerce DateThursday, November 30, 2000

Trademark Owner History


Party NameCAPFINANCIAL PARTNERS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressRALEIGH, NC 27609

Party NameSouth Texas Money Management, Ltd.
Party Type30 - Original Registrant
Legal Entity Type13 - Limited Partnership
AddressSan Antonio, TX 78205

Party NameSouth Texas Money Management, Ltd.
Party Type20 - Owner at Publication
Legal Entity Type13 - Limited Partnership
AddressSan Antonio, TX 78212

Party NameSouth Texas Money Management, Ltd.
Party Type10 - Original Applicant
Legal Entity Type13 - Limited Partnership
AddressSan Antonio, TX 78212

Trademark Events


Event DateEvent Description
Saturday, September 9, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, September 29, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, September 29, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, September 28, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, July 29, 2020TEAS SECTION 8 & 15 RECEIVED
Wednesday, September 25, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, September 9, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, October 1, 2014APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, October 1, 2014TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, September 9, 2014REGISTERED-PRINCIPAL REGISTER
Tuesday, June 24, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 24, 2014PUBLISHED FOR OPPOSITION
Wednesday, June 4, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, May 19, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, May 16, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, May 12, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, May 12, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 2, 2014ASSIGNED TO LIE
Wednesday, April 16, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, April 15, 2014NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Tuesday, April 15, 2014EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Tuesday, April 15, 2014COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Tuesday, April 15, 2014EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Thursday, April 10, 2014ASSIGNED TO EXAMINER
Wednesday, January 22, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, January 11, 2014NEW APPLICATION ENTERED