WHEELHOUSE CREDIT UNION WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, November 15, 2024, a trademark application was filed for WHEELHOUSE CREDIT UNION WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the WHEELHOUSE CREDIT UNION WEALTH MANAGEMENT trademark a serial number of 98855924. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, May 12, 2025. This trademark is owned by Wheelhouse Credit Union. The WHEELHOUSE CREDIT UNION WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Providing information in the field of wealth management; Providing information in the field of wealth management for financial planning
General Information
| Serial Number | 98855924 |
| Word Mark | WHEELHOUSE CREDIT UNION WEALTH MANAGEMENT |
| Filing Date | Friday, November 15, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, May 12, 2025 |
| 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 | Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Providing information in the field of wealth management; Providing information in the field of wealth management for financial planning |
| NOT AVAILABLE | "Credit Union" |
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, November 15, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 12, 2024 |
| First Use In Commerce Date | Tuesday, November 12, 2024 |
Trademark Owner History
| Party Name | Wheelhouse Credit Union |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92123 |
Trademark Events
| Event Date | Event Description |
| Friday, November 15, 2024 | NEW APPLICATION ENTERED |
| Thursday, May 8, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, May 12, 2025 | ASSIGNED TO EXAMINER |
| Monday, May 12, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 12, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, May 12, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, August 11, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, August 11, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
