CMT WEALTH MANAGEMENT

Live / Registered — Registered (as of 20 Oct 2026)

What this means for you

Registered since 20 Oct 2026. 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 20 Oct 2032: the §8 declaration of use).

Record

Serial number
99701148
Registration number
8510013
Mark type
Word mark
Filed
13 Mar 2026
Published for opposition
01 Sept 2026
Registered
20 Oct 2026
Next maintenance filing
§8 declaration of use, due by 20 Oct 2032 (grace period to 20 Apr 2033)
Attorney of record
Ashlyn Rose Earl Hauber

Goods and services

  • Class 036 — Insurance and financial services: Investment management; Financial wealth management services; Financial planning for retirement; Broker-dealer financial services in the field of investment and insurance products for individuals and families, excluding hedge fund services; Financial asset management in the field of customized insurance and investment plans to assist clients in meeting individual financial goals, excluding hedge fund services; Providing information in the field of wealth management for individuals, families and business professionals, excluding information regarding hedge fund services; Providing financial consultation services to clients regarding financial planning for general financial purposes and financial planning for  life insurance strategies, education planning and funding, disability planning, estate planning, and business planning, excluding services exclude hedge fund related services

Owner

Prosecution history

  • 20 Oct 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 20 Oct 2026 — REGISTERED-PRINCIPAL REGISTER
  • 01 Sept 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 01 Sept 2026 — PUBLISHED FOR OPPOSITION
  • 26 Aug 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 03 Aug 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 03 Aug 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 03 Aug 2026 — EXAMINER'S AMENDMENT ENTERED
  • 03 Aug 2026 — EXAMINERS AMENDMENT E-MAILED
  • 03 Aug 2026 — EXAMINERS AMENDMENT -WRITTEN
  • 21 Jul 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 21 Jul 2026 — NON-FINAL ACTION E-MAILED
  • 21 Jul 2026 — NON-FINAL ACTION WRITTEN
  • 15 Jul 2026 — ASSIGNED TO EXAMINER
  • 14 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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