EXCELWISE Trademark
Trademark Overview
On Monday, May 20, 2024, a trademark application was filed for EXCELWISE with the United States Patent and Trademark Office. The USPTO has given the EXCELWISE trademark a serial number of 98558604. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, May 20, 2024. This trademark is owned by Creative Planning, LLC. The EXCELWISE trademark is filed in the Insurance & Financial Services category with the following description:
Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans
General Information
| Serial Number | 98558604 |
| Word Mark | EXCELWISE |
| Filing Date | Monday, May 20, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, May 20, 2024 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | EXCEL WISE |
| Goods and Services | Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans |
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 | Monday, May 20, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Creative Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66211 |
Trademark Events
| Event Date | Event Description |
| Monday, May 20, 2024 | NEW APPLICATION ENTERED |
| Thursday, November 21, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
