USPTO serial 90360115
THE AGILE FAMILY OFFICE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 20, 2023
- Examiner
- PARADEWELAI, BENJI YUEN
- Law office
- PUBLICATION AND ISSUE SECTION
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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Owner
CHICAGO, IL, US
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
Cresset Administrative Services Corporation
Chicago, IL, US
Other trademarks owned by Cresset Administrative Services Corporation
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 advisory and consultancy services; Financial advisory and consultancy services, namely, creating customized financial planning strategies for achieving wealth management success; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development | ACTIVE | Jan 24, 2023 |
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 CCM MIDCO, LLC
- Other trademarks owned by Cresset Administrative Services Corporation
- Other trademarks owned by Cresset Administrative Services Corporation
- Other trademarks owned by Cresset Administrative Services Corporation
- Other trademarks in Class 036
- Similar marks named THE AGILE FAMILY OFFICE
- 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 | — |
| Jun 20, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 20, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jun 20, 2023 | 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. |
| May 19, 2023 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| May 18, 2023 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 18, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 18, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 18, 2023 | ALIE | ASSIGNED TO LIE | — |
| Feb 10, 2023 | 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. |
| Jan 5, 2023 | 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. |
| Jan 5, 2023 | 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. |
| Jan 5, 2023 | CNRT | SU - 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. |
| Dec 14, 2022 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 13, 2022 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 29, 2022 | IUAF | USE AMENDMENT FILED | — |
| Nov 29, 2022 | 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. |
| Jun 4, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 2, 2022 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jun 2, 2022 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jun 2, 2022 | 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. |
| Dec 16, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Dec 14, 2021 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Dec 14, 2021 | EXT1 | SOU EXTENSION 1 FILED | — |
| Dec 14, 2021 | 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. |
| Oct 13, 2021 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 22, 2021 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 22, 2021 | 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. |
| Apr 27, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 27, 2021 | 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. |
| Apr 7, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 23, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 19, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 19, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 19, 2021 | 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. |
| Mar 9, 2021 | 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. |
| Mar 9, 2021 | 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. |
| Mar 9, 2021 | 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. |
| Mar 8, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 10, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 8, 2020 | NWAP | NEW APPLICATION ENTERED | — |