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 STATEMENT OF USE - TO EXAMINER as of Wednesday, May 27, 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 | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Wednesday, May 27, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| 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 | 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 |
