tm logo
CASTLE COAST WEALTH
Live/Registered
REGISTERED

on 09 Jan 2024

Last Applicant/ Owned by

4225 Executive Square, Ste 1030

La Jolla

US

CA

92037

Serial Number

97554308 filed on 18th Aug 2022

Registration Number

7271506 registered on 09th Jan 2024

in the Principal Register

Correspondent Address

Kevin Joseph Oberlies

Kevin Joseph Oberlies

800 SILVERADO STREET, 2ND FLOOR

800 SILVERADO STREET, 2ND FLOOR

LA JOLLA, CA 92037

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

CASTLE COAST WEALTH

Financial planning, namely, holistic financial planning; Financial planning, namely, legacy planning; Financial asset management; Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Investment management; Financial analysis and consultation; Financial planning and investment advisory services

Classification Information


Class [036]
Insurance & Financial Services


Financial planning, namely, holistic financial planning; Financial planning, namely, legacy planning; Financial asset management; Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Investment management; Financial analysis and consultation; Financial planning and investment advisory services


First Use Date in General

01st Dec 2022

First Use Date in Commerce

01st Dec 2022

Mark Details


Serial Number

No 97554308

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
09th Jan 2024REGISTERED-PRINCIPAL REGISTER
09th Jan 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
05th Dec 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
04th Dec 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
17th Nov 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
17th Nov 2023STATEMENT OF USE PROCESSING COMPLETE
03rd Nov 2023TEAS STATEMENT OF USE RECEIVED
03rd Nov 2023USE AMENDMENT FILED
12th Sep 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
18th Jul 2023PUBLISHED FOR OPPOSITION