USPTO serial 99068951
CAPLO ADVISORY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 6, 2026
- Examiner
- MEROLLA,MATTHEW A
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
ERIN ELIZABETH RODGERS
ERIN ELIZABETH RODGERS RODGERS SELVERA PLLC4201 Main St.Suite 200-184Houston, TX 77002Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services, namely, providing creative financial plans and strategy for individuals, families, and businesses; Financial information and advisory services; Financial planning and investment advisory services; Financial advisory services | ACTIVE | Jan 1, 2021 |
| 041 | Education services, namely, providing online and in-person programs in the nature of seminars, workshops, meetings, and non-downloadable educational video content in the field of financial literacy | ACTIVE | Jan 1, 2021 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Caplo Advisory LLC
- Other trademarks owned by Caplo Advisory LLC
- Other trademarks owned by Caplo Advisory LLC
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named CAPLO ADVISORY
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 6, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 6, 2026 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Nov 18, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 18, 2025 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Nov 12, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 22, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 22, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 22, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 22, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 22, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Oct 15, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 15, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 15, 2025 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 8, 2025 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 8, 2025 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 8, 2025 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 7, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 25, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 5, 2025 | NWAP | NEW APPLICATION ENTERED | — |
| Mar 5, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |