USPTO serial 87947469
WEALTH SURPLUS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 5, 2019
- Examiner
- KUMIS, SCOTT N
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
CRESSET ADMINISTRATIVE SERVICES CORPORATION
CHICAGO, IL, US
Other trademarks owned by CRESSET ADMINISTRATIVE SERVICES CORPORATION
Reston, VA, US
CHICAGO, IL, US
Reston, VA, US
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 | May 30, 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 CRESSET ADMINISTRATIVE SERVICES CORPORATION
- Other trademarks owned by PagnatoKarp Partners, LLC
- Other trademarks owned by CCM MIDCO, LLC
- Other trademarks owned by PagnatoKarp Partners, LLC
- Other trademarks owned by PagnatoKarp Partners, LLC
- Other trademarks in Class 036
- Similar marks named WEALTH SURPLUS
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 2, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Mar 28, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 28, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 26, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 9, 2024 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Nov 5, 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 | — |
| Sep 14, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 14, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 14, 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 14, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 14, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 5, 2019 | 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. |
| Oct 1, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Sep 30, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 5, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Aug 5, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jul 12, 2019 | IUAF | USE AMENDMENT FILED | — |
| Jul 12, 2019 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jan 15, 2019 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Nov 20, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 20, 2018 | 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. |
| Oct 31, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 11, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 12, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 11, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 7, 2018 | NWAP | NEW APPLICATION ENTERED | — |