| Serial Number | 98065258 |
| Word Mark | GROUNDED IN PARTNERSHIP. GUIDED BY OPPORTUNITY. |
| Filing Date | Thursday, June 29, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 15, 2024 |
| Registration Number | 7539299 |
| Registration Date | Tuesday, October 15, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 23, 2024 |
| Goods and Services | Preparation of financial reports for others, namely, provision of consolidated reports concerning investment performance |
| Amendment to a Registration/Renewal Certificate | Issue New Certificate to: CCM ADMINISTRATIVE SERVICES, LLC (DELAWARE LIMITED LIABILITY COMPANY), 444 WEST LAKE STREET, SUITE #4700, CHICAGO, ILLINOIS 60606 |
| Goods and Services | Investment advisory services; financial services, namely, wealth management services and family office wealth and investment management services for wealthy families; financial portfolio management; financial risk management; investment management; financial asset management; financial planning; investment advice; investment consultation |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, August 1, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, October 23, 2023 |
| First Use In Commerce Date | Monday, October 23, 2023 |
| 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 | Tuesday, August 1, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 23, 2023 |
| First Use In Commerce Date | Monday, October 23, 2023 |
| Party Name | CCM ADMINISTRATIVE SERVICES, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | CHICAGO, IL 60606 |
| Party Name | CRESSET CHIP, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | CHICAGO, IL 60606 |
| Party Name | CH Investment Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dallas, TX 75219 |
| Party Name | CH Investment Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dallas, TX 75219 |
| Party Name | CH Investment Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dallas, TX 75219 |
| Event Date | Event Description |
| Monday, July 3, 2023 | NEW APPLICATION ENTERED |
| Tuesday, August 1, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 14, 2024 | ASSIGNED TO EXAMINER |
| Thursday, March 14, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 3, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 23, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 23, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 18, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, June 21, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, June 21, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, June 21, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, June 26, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, August 21, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, June 26, 2024 | USE AMENDMENT FILED |
| Wednesday, August 21, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, September 11, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, September 11, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 15, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 15, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, April 1, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, April 16, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, May 8, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, May 8, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, May 8, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, May 8, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, May 8, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, May 9, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, May 9, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, May 9, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, July 1, 2025 | TEAS SECTION 7 REQUEST RECEIVED |
| Monday, October 6, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, October 8, 2025 | POST REGISTRATION ACTION MAILED - SEC. 7 |
| Thursday, October 9, 2025 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Tuesday, October 14, 2025 | NEW CERTIFICATE UNDER SECTION 7 - PROCESSED |
| Tuesday, November 4, 2025 | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED |