CAPITALWISE
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 18 Feb 2025)
What this means for you
Registered since 10 Sept 2019. 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 (next due by 10 Sept 2029: the §8 & §9 renewal).
Record
- Serial number
- 88192542
- Registration number
- 5858848
- Mark type
- Word mark
- Filed
- 13 Nov 2018
- Published for opposition
- 23 Apr 2019
- Registered
- 10 Sept 2019
- Next maintenance filing
- §8 & §9 renewal, due by 10 Sept 2029 (grace period to 10 Mar 2030)
- Attorney of record
- Keith Jaasma
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, financial planning for retirement; Financial planning and investment advisory services for retirement planning purposes; Issuance of life, disability, and long term care insurance
Owner
- CAPITALWISE WEALTH MANAGEMENT LLC, Houston, TX, US
- CAPITALWISE WEALTH MANAGEMENT LLC, Houston, TX, US
- CAPITALWISE WEALTH MANAGEMENT LLC, Houston, TX, US
Prosecution history
- 18 Feb 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 18 Feb 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 18 Feb 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 09 Oct 2024 — TEAS SECTION 8 & 15 RECEIVED
- 10 Sept 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 10 Sept 2019 — REGISTERED-PRINCIPAL REGISTER
- 06 Aug 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 03 Aug 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 02 Aug 2019 — STATEMENT OF USE PROCESSING COMPLETE
- 11 Jul 2019 — USE AMENDMENT FILED
- 02 Aug 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 11 Jul 2019 — TEAS STATEMENT OF USE RECEIVED
- 18 Jun 2019 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 23 Apr 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 23 Apr 2019 — PUBLISHED FOR OPPOSITION