CALIFORNIA CREDIT UNION WEALTH MANAGEMENT

Live / Registered — Registered (as of 27 May 2025)

What this means for you

Registered since 27 May 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98700964
Registration number
7807576
Mark type
Design + words
Filed
15 Aug 2024
Published for opposition
08 Apr 2025
Registered
27 May 2025
Attorney of record
Haley L. Rebel

Goods and services

  • Class 036 — Insurance and financial services: Financial advice, namely, budget planning; Financial consultancy; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment analysis and stock research; Investment of funds; Providing information in the field of financial stock and equity markets; Providing insurance premium rate quotes via on-line, telephone and mail means; Financial services, namely, wealth management services

Owner

Prior registrations

Prosecution history

  • 27 May 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 27 May 2025 — REGISTERED-PRINCIPAL REGISTER
  • 08 Apr 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 08 Apr 2025 — PUBLISHED FOR OPPOSITION
  • 02 Apr 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 13 Mar 2025 — ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
  • 08 Mar 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 07 Mar 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 07 Mar 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 07 Mar 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 28 Feb 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 28 Feb 2025 — NON-FINAL ACTION E-MAILED
  • 28 Feb 2025 — NON-FINAL ACTION WRITTEN
  • 28 Feb 2025 — ASSIGNED TO EXAMINER
  • 27 Feb 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED

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