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COASTAL 360 CAPITAL ADVISORS
Live/Pending
NON-FINAL ACTION - MAILED

final action

on 08 Dec 2024

Last Applicant/ Owned by

3555 Kraft Rd., Suite 200

Naples

US

FL

34105

Serial Number

98561360 filed on 21st May 2024

Registration Number

N/A

Correspondent Address

Tessa J Richter

Tessa J Richter Dunlap Codding, P.C.

Oklahoma City, OK 73113

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

COASTAL 360 CAPITAL ADVISORS

Estate planning; Estate trust management; Estate trust planning; Financial management; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial trust planning; Financial asset management; Financial portfolio management; Lending consultant services; Mortgage lending; Mortgage compliance consulting services co Read More

Classification Information


Class [036]
Insurance & Financial Services


Estate planning; Estate trust management; Estate trust planning; Financial management; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial trust planning; Financial asset management; Financial portfolio management; Lending consultant services; Mortgage lending; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Providing information in the field of wealth management; Trust management accounts; Trust services, namely, investment and trust company services


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98561360

Mark Type

No Service Mark

Attorney Docket Number

No 2592.002

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


Status DateAction Taken
08th Dec 2024NON-FINAL ACTION E-MAILED
08th Dec 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
08th Dec 2024NON-FINAL ACTION WRITTEN
05th Dec 2024ASSIGNED TO EXAMINER
25th Nov 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
21st May 2024NEW APPLICATION ENTERED