CIO WEALTH STRATEGIES

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 15 Jul 2024)

What this means for you

Registered since 25 Dec 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87749993
Registration number
5639533
Mark type
Stylized text
Filed
10 Jan 2018
Published for opposition
07 Aug 2018
Registered
25 Dec 2018
Attorney of record
Luke C. Holst

Goods and services

  • Class 036 — Insurance and financial services: Financial planning, namely, the creation of personalized strategies to achieve financial independence; Investment advisory services; Financial services, namely, wealth management services; Financial planning for retirement; Advice relating to investments; Investment management; Financial investment brokerage services

Owner

Prosecution history

  • 15 Jul 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 15 Jul 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 15 Jul 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 03 Jan 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 25 Dec 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 25 Dec 2018 — REGISTERED-PRINCIPAL REGISTER
  • 22 Nov 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 21 Nov 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 19 Nov 2018 — STATEMENT OF USE PROCESSING COMPLETE
  • 29 Oct 2018 — USE AMENDMENT FILED
  • 19 Nov 2018 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 29 Oct 2018 — TEAS STATEMENT OF USE RECEIVED
  • 02 Oct 2018 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 07 Aug 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 07 Aug 2018 — PUBLISHED FOR OPPOSITION

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