CG WEALTH MANAGEMENT - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
97542913
Word Mark
CG WEALTH MANAGEMENT
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2022-08-13
Filing Date
2022-08-10
Attorney Name
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of the letters "cg" shown in lowercase lettering immediately followed by a forward slash, the combination of which is prominently featured within a trapezoid-shaped background carrier. Centered to the right of the design is the wording "Wealth Management" shown in uppercase and lowercase lettering and with the word "Wealth" stacked above the word "Management".
Goods and Services
Publications relating to investments, asset management, equity and debt securities, futures and derivatives, corporate finance and financial research; publications relating to portfolio management, insurance brokerage and estate planning
Goods and Services
Business research services
Goods and Services
Providing financial analysis and opinions; investment dealer services; acting as an investment and financial broker and dealer of equity and debt securities, futures and derivatives; broker-dealer financial services in the field of options, direct access investment broker, securities order execution only investment broker, equity and debt securities, futures, options and derivatives; financial trading in securities; broker and dealer of foreign exchange transactions; insurance brokerage services; investment brokerage services; acting as a futures commission merchant; acting as a derivatives dealer, namely, trading of financial derivatives; underwriting equity and debt securities; financial advisory services relating to corporate finance, restructuring, mergers and acquisitions; investment banking; corporate finance services, namely mergers, acquisitions, divestitures, and restructuring; financial and investment counseling services; investment consultation services; estate planning services; investor relations services; information in the field of financial and investment matters; asset and wealth management services; portfolio management services; direct access brokerage services; discount brokerage services to retail investors; financial and investment research services; offering electronic trading to institutions
Goods and Services
Arranging business conferences regarding investment banking, business research, asset management, investment consultation, and financial matters
Classification Information
International Class
016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks. - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks.
US Class Codes
002, 005, 022, 023, 029, 037, 038, 050
Class Status Code
6 - Active
Class Status Date
2022-08-13
Primary Code
016
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2022-08-13
Primary Code
035
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2022-08-13
Primary Code
036
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2022-08-13
Primary Code
041
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
ELLEN A. ANDELMAN
Address
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Foreign Application Information
| Filing Date | Application Number | Country | Foreign Priority Claim In |
| 2022-06-23 | 2193606 | Canada | True |
Trademark Events
| Event Date | Event Description |
| 2022-08-13 | NEW APPLICATION ENTERED IN TRAM |
