CAPSTONE FINANCIAL GROUP
LIVE

Serial Number

99780364

Owner

Capstone Financial Resources, Inc.

Attorney

Andrew D. Skale

First Use Date

Apr 28, 2005

Filing Date

Apr 22, 2026

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CAPSTONE FINANCIAL GROUP Trademark

Serial Number: 99780364

CAPSTONE FINANCIAL GROUP is a trademark filed by Capstone Financial Resources, Inc. on April 22, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Capstone Financial Resources, Inc. (2 trademarks)

620 Coolidge Dr. Suite #190
Folsom, CA 95630

Entity Type: 03

Trademark Details

Filing Date

April 22, 2026

Registration Date

Not Registered

First Use Anywhere

April 28, 2005

First Use in Commerce

April 28, 2005

Goods & 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

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 27, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jul 27, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jul 27, 2026 CNRT
ASSIGNED TO EXAMINER
Jul 21, 2026 DOCK
APPLICATION FILING RECEIPT MAILED
Apr 22, 2026 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 22, 2026 NWOS
NEW APPLICATION ENTERED
Apr 22, 2026 NWAP