CITRUS WEALTH
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 24 Jul 2026)
What this means for you
Registered since 28 Apr 2020. 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 28 Apr 2030: the §8 & §9 renewal).
Record
- Serial number
- 88366237
- Registration number
- 6040229
- Mark type
- Word mark
- Filed
- 01 Apr 2019
- Published for opposition
- 11 Feb 2020
- Registered
- 28 Apr 2020
- Next maintenance filing
- §8 & §9 renewal, due by 28 Apr 2030 (grace period to 28 Oct 2030)
- Attorney of record
- Josh Emory
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, financial planning services and wealth management services
Owner
- Citrus Wealth Management, LLC, Redlands, CA, US
- Citrus Wealth Management, LLC, Redlands, CA, US
- Citrus Wealth Management, LLC, Redlands, CA, US
Prosecution history
- 24 Jul 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 24 Jul 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 24 Jul 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 20 Apr 2026 — TEAS SECTION 8 & 15 RECEIVED
- 28 Apr 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 28 Apr 2020 — REGISTERED-PRINCIPAL REGISTER
- 11 Feb 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 11 Feb 2020 — PUBLISHED FOR OPPOSITION
- 22 Jan 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 07 Jan 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 19 Dec 2019 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 18 Dec 2019 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 18 Dec 2019 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 18 Jun 2019 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 18 Jun 2019 — NON-FINAL ACTION E-MAILED