Serial 99780368
Live / Applied — Non-final action mailed (as of 31 Aug 2026)
What this means for you
Not registered yet, but its 22 Apr 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99780368
- Mark type
- Design / logo
- Filed
- 22 Apr 2026
- Attorney of record
- Andrew D. Skale
Goods and services
- Class 036 — Insurance and financial services: Insurance brokerage; Design and development of insurance policies for others; Insurance field underwriting in the field of insurance relating to medical, dental, life insurance, short term disability, long term disability, vision, long term care, worksite and voluntary insurance benefit plans, Medicare supplemental insurance and Medicare Part D prescription drug coverage plans, key man insurance, business overhead expense, and employee benefits insurance; Insurance consulting and advisory services; Consultancy services relating to insurance; Financial advisory services in the field of employee benefits plans, pension plans, retirement plans, and 401(k) plans; Financial services, namely, financial planning, wealth management, retirement income planning, and wealth accumulation consulting; Financial planning for retirement and retirement income; Estate planning in the field of wealth management; Tax planning in the field of wealth management; Financial advisory and consultancy services in the field of wealth management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development in the field of wealth management; Financial consulting services in the field of planned giving for non-profit and charitable organizations in the field of wealth management; Personalized counseling for students and parents in the field of college funding
Owner
- Capstone Financial Resources, Inc., Folsom, CA, US
Prosecution history
- 31 Aug 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 31 Aug 2026 — NON-FINAL ACTION E-MAILED
- 31 Aug 2026 — NON-FINAL ACTION WRITTEN
- 28 Aug 2026 — ASSIGNED TO EXAMINER
- 27 Aug 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 27 Aug 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 22 Apr 2026 — APPLICATION FILING RECEIPT MAILED
- 22 Apr 2026 — NEW APPLICATION ENTERED