CB WEALTH MANAGEMENT & TRUST

Live / Registered — Registered — Section 8 accepted (as of 14 Mar 2022)

What this means for you

Registered since 12 Jul 2016. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (the §8 & §9 renewal was due 12 Jul 2026; it can still be filed, with a surcharge, until 12 Jan 2027).

Record

Serial number
86830202
Registration number
4997884
Mark type
Design + words
Filed
24 Nov 2015
Published for opposition
26 Apr 2016
Registered
12 Jul 2016
Next maintenance filing
§8 & §9 renewal, due by 12 Jul 2026 (grace period to 12 Jan 2027)
Attorney of record
Christopher D. Brinser

Goods and services

  • Class 036 — Insurance and financial services: Banking services; Estate planning; Estate trust management; Estate trust planning; Financial advisory and consultancy services, namely, investment advice, investment management and investment consultation for high net worth clients; Financial planning, namely, investment advice, investment management and investment consultation for high net worth clients; Financial services, namely, estate settlement services; Trust services, namely, investment and trust company services

Owner

Prosecution history

  • 12 Jul 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 14 Mar 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 14 Mar 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 13 Mar 2022 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 03 Dec 2021 — POST REGISTRATION ACTION MAILED - SEC. 8
  • 03 Dec 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Aug 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 Jul 2021 — TEAS SECTION 8 RECEIVED
  • 12 Jul 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 12 Jul 2016 — REGISTERED-PRINCIPAL REGISTER
  • 26 Apr 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 26 Apr 2016 — PUBLISHED FOR OPPOSITION
  • 06 Apr 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 19 Mar 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 16 Mar 2016 — ASSIGNED TO EXAMINER

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