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
excelwise

General Information

Serial Number98558604
Word MarkEXCELWISE
Filing DateMonday, May 20, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, May 20, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesPooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 20, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameCreative Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66211

Trademark Events

Event DateEvent Description
Monday, May 20, 2024NEW APPLICATION ENTERED

Related Keywords

excelwise services pooled retirement benefit plans employer fiduciary plan provider namely