CAPITALWISE

LIVE

Serial Number

88192542

Owner

CAPITALWISE WEALTH MANAGEMENT LLC

Attorney

Keith Jaasma

First Use Date

Jul 11, 2019

Filing Date

Nov 13, 2018

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CAPITALWISE Trademark

Serial Number: 88192542 • Registration: 5858848

CAPITALWISE is a trademark filed by CAPITALWISE WEALTH MANAGEMENT LLC on November 13, 2018. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

CAPITALWISE WEALTH MANAGEMENT LLC (2 trademarks)

802 W 17th St. Ste 200
Houston, TX 77008

Entity Type: 16

Legal Representation

Attorney of Record

Keith Jaasma

786 trademarks filed View all →

Correspondence Address

Keith Jaasma Ewing & Jones, PLLC

6363 Woodway, Suite 1000

Houston, TX 77057

United States

Trademark Details

Filing Date

November 13, 2018

Registration Date

September 10, 2019

First Use Anywhere

July 11, 2019

First Use in Commerce

July 11, 2019

Published for Opposition

April 23, 2019

Goods & 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

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Feb 18, 2025 NA85

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Feb 18, 2025 C15A

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Feb 18, 2025 APRE

TEAS SECTION 8 & 15 RECEIVED

Oct 9, 2024 E815

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Sep 10, 2024 REM1

REGISTERED-PRINCIPAL REGISTER

Sep 10, 2019 R.PR

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Aug 6, 2019 SUNA

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Aug 3, 2019 CNPR

STATEMENT OF USE PROCESSING COMPLETE

Aug 2, 2019 SUPC

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Aug 2, 2019 AITU

USE AMENDMENT FILED

Jul 11, 2019 IUAF

TEAS STATEMENT OF USE RECEIVED

Jul 11, 2019 EISU

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jun 18, 2019 NOAM

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 23, 2019 NPUB

PUBLISHED FOR OPPOSITION

Apr 23, 2019 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 3, 2019 NONP

ASSIGNED TO LIE

Mar 18, 2019 ALIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Feb 21, 2019 CNSA

EXAMINER'S AMENDMENT ENTERED

Feb 21, 2019 XAEC

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Feb 21, 2019 GNEN

EXAMINERS AMENDMENT E-MAILED

Feb 21, 2019 GNEA

EXAMINERS AMENDMENT -WRITTEN

Feb 21, 2019 CNEA

ASSIGNED TO EXAMINER

Feb 16, 2019 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 3, 2018 NWOS

NEW APPLICATION ENTERED

Nov 16, 2018 NWAP

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