USPTO serial 88371507
INTELLIGENT WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 25, 2021
- Examiner
- CARLYLE, SHAUNIA P
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
CRESSET ADMINISTRATIVE SERVICES CORPORATION
CHICAGO, IL, US
Other trademarks owned by CRESSET ADMINISTRATIVE SERVICES CORPORATION
CRESSET ADMINISTRATIVE SERVICES CORPORATION
CHICAGO, IL, US
Other trademarks owned by CRESSET ADMINISTRATIVE SERVICES CORPORATION
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 | ACTIVE | Jun 15, 2020 |
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 CRESSET ADMINISTRATIVE SERVICES CORPORATION
- Other trademarks owned by PagnatoKarp Partners, LLC
- Other trademarks owned by PagnatoKarp Partners, LLC
- Other trademarks in Class 036
- Similar marks named INTELLIGENT WEALTH MANAGEMENT
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 25, 2026 | 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 | — |
| May 25, 2021 | 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. |
| Apr 21, 2021 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Apr 20, 2021 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 3, 2021 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 3, 2021 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 19, 2021 | IUAF | USE AMENDMENT FILED | — |
| Mar 19, 2021 | 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. |
| Oct 7, 2020 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 19, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Sep 17, 2020 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Sep 17, 2020 | EXT1 | SOU EXTENSION 1 FILED | — |
| Sep 17, 2020 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Sep 17, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 17, 2020 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| 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 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 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 24, 2020 | 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. |
| Jan 28, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 28, 2020 | 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. |
| Jan 8, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 26, 2019 | ALIE | ASSIGNED TO LIE | — |
| Dec 23, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 17, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 17, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 17, 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. |
| Jun 17, 2019 | 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. |
| Jun 17, 2019 | 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. |
| Jun 17, 2019 | 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. |
| Jun 14, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 22, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 8, 2019 | NWAP | NEW APPLICATION ENTERED | — |