CREATIVE PORTFOLIO MANAGEMENT Trademark
Trademark Overview
On Friday, February 14, 2025, a trademark application was filed for CREATIVE PORTFOLIO MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CREATIVE PORTFOLIO MANAGEMENT trademark a serial number of 99041856. The federal status of this trademark filing is REGISTERED as of Tuesday, July 14, 2026. This trademark is owned by CREATIVE FINANCIAL DESIGNS INC. The CREATIVE PORTFOLIO MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Investment advisory services; Financial advisory services; Financial planning; Financial analysis and consultation; Investment management; Estate planning; Financial risk management consultation
General Information
| Serial Number | 99041856 |
| Word Mark | CREATIVE PORTFOLIO MANAGEMENT |
| Filing Date | Friday, February 14, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 14, 2026 |
| Registration Number | 8347914 |
| Registration Date | Tuesday, July 14, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 2, 2025 |
Trademark Statements
| Goods and Services | Investment advisory services; Financial advisory services; Financial planning; Financial analysis and consultation; Investment management; Estate planning; Financial risk management consultation |
| NOT AVAILABLE | "PORTFOLIO MANAGEMENT" |
Classification Information
| 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 | Friday, February 14, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 4, 2025 |
| First Use In Commerce Date | Tuesday, November 4, 2025 |
Trademark Owner History
| Party Name | CREATIVE FINANCIAL DESIGNS INC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Kokomo, IN 46902
US |
| Party Name | CREATIVE FINANCIAL DESIGNS INC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Kokomo, IN 46902
US |
| Party Name | CREATIVE FINANCIAL DESIGNS INC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Kokomo, IN 46902
US |
Trademark Events
| Event Date | Event Description |
| Friday, February 14, 2025 | NEW APPLICATION ENTERED |
| Friday, February 14, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 14, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, July 22, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, July 29, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 27, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 2, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 2, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 28, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, January 26, 2026 | TEAS STATEMENT OF USE RECEIVED |
| Monday, January 26, 2026 | USE AMENDMENT FILED |
| Thursday, May 28, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, June 22, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, June 22, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, July 14, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 14, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
