CRESSET WEALTH ADVISORS Trademark

Trademark Overview


On Tuesday, November 14, 2017, a trademark application was filed for CRESSET WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the CRESSET WEALTH ADVISORS trademark a serial number of 87683726. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, June 5, 2024. This trademark is owned by Cresset Wealth Advisors LLC. The CRESSET WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning and investment advisory services; Investment advisory services; Investment management; Financial services, namely, wealth management services
cresset wealth advisors

General Information


Serial Number87683726
Word MarkCRESSET WEALTH ADVISORS
Filing DateTuesday, November 14, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, June 5, 2024
Registration Number5603015
Registration DateTuesday, November 6, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 20, 2018

Trademark Statements


Goods and ServicesFinancial planning; Financial planning and investment advisory services; Investment advisory services; Investment management; Financial services, namely, wealth management services
NOT AVAILABLE"WEALTH ADVISORS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 27, 2017
Primary Code036
First Use Anywhere DateTuesday, January 23, 2018
First Use In Commerce DateTuesday, January 23, 2018

Trademark Owner History


Party NameCRESSET ADMINISTRATIVE SERVICES CORPORATION
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressCHICAGO, IL 60606

Party NameCresset Wealth Advisors LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606

Party NameCresset Wealth Advisors LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606

Party NameCresset Wealth Advisors LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606

Trademark Events


Event DateEvent Description
Wednesday, January 24, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, November 17, 2017NEW APPLICATION ENTERED
Monday, November 27, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 23, 2018ASSIGNED TO EXAMINER
Wednesday, January 24, 2018EXAMINERS AMENDMENT -WRITTEN
Wednesday, January 24, 2018EXAMINER'S AMENDMENT ENTERED
Wednesday, January 24, 2018EXAMINERS AMENDMENT E-MAILED
Wednesday, January 24, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, June 12, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, February 8, 2018ASSIGNED TO LIE
Wednesday, February 28, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 20, 2018PUBLISHED FOR OPPOSITION
Tuesday, March 20, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 15, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, June 8, 2018SOU TEAS EXTENSION RECEIVED
Friday, June 8, 2018SOU EXTENSION 1 FILED
Friday, June 8, 2018SOU EXTENSION 1 GRANTED
Friday, June 8, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, October 13, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, November 6, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, August 27, 2018TEAS STATEMENT OF USE RECEIVED
Monday, August 27, 2018USE AMENDMENT FILED
Thursday, September 20, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Sunday, September 23, 2018STATEMENT OF USE PROCESSING COMPLETE
Tuesday, October 2, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, October 3, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, November 6, 2018REGISTERED-PRINCIPAL REGISTER
Wednesday, August 7, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, June 20, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, June 5, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, November 29, 2023TEAS SECTION 8 & 15 RECEIVED
Wednesday, June 5, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, June 5, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.