Changeflow GovPing Banking & Finance CAZ Investments Intent-to-Use Trademark Applica...
Routine Notice Added Final

CAZ Investments Intent-to-Use Trademark Application

Favicon for changeflow.com ChangeBridge: Trademarks - Insurance & Finance (Class 036)
Published March 13th, 2025
Detected April 1st, 2026
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Summary

The USPTO received trademark application TM99083172 from CAZ Investments on March 31, 2026, for an intent-to-use filing covering entertainment services (podcasts and videos), fund management, and financial advisory services. This is a routine trademark application filing with no regulatory obligations for industry participants.

What changed

CAZ Investments filed Intent-to-Use trademark application TM99083172 with the USPTO on March 13, 2025, covering International Class 036 services including entertainment via podcasts and videos, fund management for private clients, hedge fund management, and various financial services such as investment advice, risk management, and financial planning.

This is an informational trademark filing notice with no compliance requirements for other entities. Industry participants do not need to take action but may wish to review the application abstract to identify potential conflicts with existing trademarks in the financial services space.

Source document (simplified)

← USPTO Trademark Applications

CAZ INVESTMENTS

Intent to Use TM99083172 Kind: intenttouse Mar 31, 2026

Abstract

Entertainment services, namely, providing podcasts in the field of business advice, business consultancy, business development, business management, business networking, business planning, business research, market research, economic forecasting, financial investment, private fund management, alternative fund management, investor advice, financial risk management and financial planning; Providing online non-downloadable videos in the field of business advice, business consultancy, business development, business management, business networking, business planning, business research, market research, economic forecasting, financial investment, private fund management, alternative fund management, investor advice, financial risk management and financial planning; Management of private equity funds; Hedge fund management; Fund management for private clients; Downloadable podcasts in the field of business advice, business consultancy, business development, business management, business networking, business planning, business research, market research, economic forecasting, financial investment, private fund management, alternative fund management, investor advice, financial risk management and financial planning; Downloadable video recordings featuring business advice, business consultancy, business development, business management, business networking, business planning, business research, market research, economic forecasting, financial investment, private fund management, alternative fund management, investor advice, financial risk management and financial planning

Filing Date

2025-03-13

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Classification

Agency
USPTO
Published
March 13th, 2025
Instrument
Notice
Legal weight
Non-binding
Stage
Final
Change scope
Minor
Document ID
TM99083172

Who this affects

Applies to
Investors Fund managers
Industry sector
5239 Asset Management
Activity scope
Trademark Registration
Geographic scope
United States US

Taxonomy

Primary area
Intellectual Property
Operational domain
Legal
Topics
Financial Services Securities

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