| Serial Number | 88267466 |
| Word Mark | C CRESTWELL |
| Filing Date | Friday, January 18, 2019 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, January 6, 2026 |
| Registration Number | 5881509 |
| Registration Date | Tuesday, October 8, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 14, 2019 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | financial services for businesses in the nature of planning and corporate asset management, namely, consulting in the field of employee benefit plans, executive carve-out plans, defined contribution plans, defined benefit plans, profit sharing plans, non-qualifying deferred comp out plans; Consulting in the nature of personal wealth management, Financial services for individuals in the nature of personal wealth management, namely, consulting in the field of asset allocation, real estate, and private equity management; consulting in the field of personal risk management and insurance, namely, life insurance, disability insurance and long term health care insurance |
| Pseudo Mark | CREST WELL |
| Description of Mark | The mark consists of the literal element "CRESTWELL" preceded by a design element comprising a stylized "C" which partially circumvents a circle having several line segments approximately a mountain within the interior thereof. |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, February 10, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, September 1, 2018 |
| First Use In Commerce Date | Saturday, September 1, 2018 |
| Party Name | The Crestwell Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rancho Santa Fe, CA 92067 |
| Party Name | The Crestwell Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rancho Santa Fe, CA 92091 |
| Party Name | The Crestwell Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rancho Santa Fe, CA 92091 |
| Event Date | Event Description |
| Tuesday, January 22, 2019 | NEW APPLICATION ENTERED |
| Sunday, February 10, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 21, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, March 31, 2019 | ASSIGNED TO EXAMINER |
| Sunday, March 31, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 24, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 14, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 14, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 9, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 30, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, August 27, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, July 30, 2019 | USE AMENDMENT FILED |
| Tuesday, August 27, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, September 3, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, September 4, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 8, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 8, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, September 30, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, January 6, 2026 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, January 6, 2026 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, January 6, 2026 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |