| Serial Number | 97750206 |
| Word Mark | CRESTMONT PRIVATE WEALTH |
| Filing Date | Wednesday, January 11, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 27, 2024 |
| Registration Number | 7484692 |
| Registration Date | Tuesday, August 27, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 11, 2024 |
| Description of Mark | The mark consists of a gold rock formation topography appearing at the top of the mark with the words "CRESTMONT PRIVATE WEALTH" appearing in black immediately below the gold rock formation topography all set upon on off-white background. |
| Goods and Services | Personal and individual financial planning and personal and individual investment advisory services, excluding financing or arranging of commercial, receivables-based, asset based or aircraft loans and excluding venture capital financing and financing for equipment, and excluding providing lines of credit; Personal and individual financial planning consultation, excluding financing or arranging of commercial, receivables-based, asset based or aircraft loans and excluding venture capital financing and financing for equipment, and excluding providing lines of credit; Personal and individual financial planning for retirement, excluding financing or arranging of commercial, receivables-based, asset based or aircraft loans and excluding venture capital financing and financing for equipment, and excluding providing lines of credit; The creation of personalized and individualized strategies to achieve financial independence, excluding strategies on the use of commercial financing, loans or lines of credit |
| Indication of Colors claimed | The color(s) black, gold and off-white is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "PRIVATE WEALTH" |
| 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 | Wednesday, February 1, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 10, 2019 |
| First Use In Commerce Date | Tuesday, August 20, 2019 |
| Party Name | Crestmont Private Wealth LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77056 |
| Party Name | Crestmont Private Wealth LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77056 |
| Party Name | Crestmont Private Wealth LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77056 |
| Event Date | Event Description |
| Saturday, January 14, 2023 | NEW APPLICATION ENTERED |
| Wednesday, February 1, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 2, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, October 4, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, October 17, 2023 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 17, 2023 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 17, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 17, 2023 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 17, 2023 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 17, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, January 11, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, January 11, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 12, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, January 31, 2024 | FINAL REFUSAL WRITTEN |
| Wednesday, January 31, 2024 | FINAL REFUSAL E-MAILED |
| Wednesday, January 31, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, April 23, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, April 23, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, April 24, 2024 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, April 24, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 24, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 3, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, May 3, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, May 3, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, May 3, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Friday, May 3, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 22, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 11, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 11, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 27, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 27, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |