Serial Number
98863586
Owner
Wealth CAPS, Inc.Attorney
Trevor A. Caudle, Esq.First Use Date
Jan 1, 2014
Filing Date
Nov 20, 2024
I'M NOT A BROKER, I'M A FIXER! Trademark
Serial Number: 98863586 • Registration: 8055970
Trademark Classes
Owner Contact Info
56 Hunter Street, Suite 230
Apex, NC 27502
Entity Type: 16
Legal Representation
Correspondence Address
Trevor A. Caudle, Esq. Trevor Caudle Law Practice, PC
350 Bay Street, #100-363
San Francisco, CA 94133
United States
Trademark Details
Filing Date
November 20, 2024
Registration Date
December 9, 2025
First Use Anywhere
January 1, 2014
First Use in Commerce
January 1, 2014
Published for Opposition
October 21, 2025
Goods & Services
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services
Filing History
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