TAX BENEFIT HARVESTING
Live / Applied — Non-final action mailed (as of 19 Mar 2026)
What this means for you
Not registered yet, but its 04 Aug 2024 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
- 98681737
- Mark type
- Stylized text
- Filed
- 04 Aug 2024
- Published for opposition
- 15 Apr 2025
- Attorney of record
- Trevor A. Caudle, Esq.
Goods and services
- Class 036 — Insurance and financial services: Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds for others; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial advice relating to tax; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Hedge fund investment services; Management of a capital investment fund; Private equity fund investment services; Providing information regarding financial investment strategies; Public equity investment management; Real estate investment consultancy; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services
Owner
- DCA Family Office, LLC, Roseville, CA, US
- DCA Family Office, LLC, Roseville, CA, US
Prosecution history
- 19 Mar 2026 — USE AMENDMENT ACCEPTED
- 19 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 19 Mar 2026 — NON-FINAL ACTION E-MAILED
- 19 Mar 2026 — NON-FINAL ACTION WRITTEN
- 17 Mar 2026 — AMENDMENT TO USE PROCESSING COMPLETE
- 17 Mar 2026 — USE AMENDMENT FILED
- 17 Mar 2026 — TEAS AMENDMENT OF USE RECEIVED
- 17 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 09 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 09 Mar 2026 — NON-FINAL ACTION E-MAILED
- 09 Mar 2026 — NON-FINAL ACTION WRITTEN
- 06 Mar 2026 — PREVIOUS ALLOWANCE COUNT WITHDRAWN
- 05 Mar 2026 — CASE RETURNED TO EXAMINATION
- 05 Mar 2026 — NOTICE OF ALLOWANCE CANCELLED
- 19 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED