LEPPLA CAPITAL MANAGEMENT

What this means for you

Not registered yet, but its 14 May 2026 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

99824320

Mark type

Stylized text

Filed

14 May 2026

Goods and services

• Class 036 — Insurance and financial services: Investment fund management services; Family office investment management services; Real estate investment trust management services; Family office services in the nature of investment management; Investment services, namely, asset acquisition, consultation, development and management services; Investment management services in the field of acquiring joint ventures; 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 asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning and investment advisory services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Owner

• Bruce W Leppla, San Francisco, CA, US

Prosecution history

• 16 Sept 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 16 Sept 2026 — NON-FINAL ACTION E-MAILED
• 16 Sept 2026 — NON-FINAL ACTION WRITTEN
• 16 Sept 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 16 Sept 2026 — NON-FINAL ACTION E-MAILED
• 16 Sept 2026 — NON-FINAL ACTION WRITTEN
• 14 Sept 2026 — ASSIGNED TO EXAMINER
• 31 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 14 May 2026 — APPLICATION FILING RECEIPT MAILED
• 14 May 2026 — NEW APPLICATION ENTERED