USPTO serial 87947456
LIFETIME CAPITAL NEEDS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 17, 2019
- Examiner
- KUMIS, SCOTT N
- Law office
- Historical data usage
What this means
Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary. Calendar the 10-year Section 8 and 9 combined renewal.
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Owner
Reston, VA, US
CHICAGO, IL, US
CRESSET ADMINISTRATIVE SERVICES CORPORATION
CHICAGO, IL, US
Other trademarks owned by CRESSET ADMINISTRATIVE SERVICES CORPORATION
Reston, VA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Lema Khorshid
Lema Khorshid Fuksa Khorshid, LLC200 West Superior Street, Suite 410Chicago, IL 60654United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management; mutual fund brokerage, distribution and investment services | ACTIVE | Jun 1, 2018 |
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 PagnatoKarp Partners, LLC
- Other trademarks owned by CCM MIDCO, LLC
- Other trademarks owned by CRESSET ADMINISTRATIVE SERVICES CORPORATION
- Other trademarks owned by PagnatoKarp Partners, LLC
- Other trademarks in Class 036
- Similar marks named LIFETIME CAPITAL NEEDS
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 2, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 26, 2025 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jul 26, 2025 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Jul 26, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 11, 2025 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Dec 17, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 20, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Oct 13, 2021 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 22, 2021 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Oct 7, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 17, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 17, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 17, 2020 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Sep 17, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 17, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Sep 15, 2020 | WOAG | WITHDRAWAL OF ATTORNEY GRANTED | — |
| Sep 15, 2020 | WOAR | TEAS WITHDRAWAL OF ATTORNEY RECEIVED | — |
| Dec 17, 2019 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Nov 14, 2019 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Nov 7, 2019 | ALIE | ASSIGNED TO LIE | — |
| Nov 5, 2019 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Nov 4, 2019 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Nov 4, 2019 | IUAA | USE AMENDMENT ACCEPTED | — |
| Oct 10, 2019 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Oct 10, 2019 | IUAF | USE AMENDMENT FILED | — |
| Oct 9, 2019 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Oct 9, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 9, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 9, 2019 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Apr 9, 2019 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Apr 9, 2019 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Apr 9, 2019 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Mar 19, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 18, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 18, 2019 | 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. |
| Sep 18, 2018 | 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. |
| Sep 18, 2018 | 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. |
| Sep 18, 2018 | 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. |
| Sep 12, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 11, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 7, 2018 | NWAP | NEW APPLICATION ENTERED | — |