THE AGILE FAMILY OFFICE Trademark

Trademark Overview

On Friday, December 4, 2020, a trademark application was filed for THE AGILE FAMILY OFFICE with the United States Patent and Trademark Office. The USPTO has given the THE AGILE FAMILY OFFICE trademark a serial number of 90360115. The federal status of this trademark filing is REGISTERED as of Tuesday, June 20, 2023. This trademark is owned by Cresset Administrative Services Corporation. The THE AGILE FAMILY OFFICE trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating customized financial planning strategies for achieving wealth management success; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development
the agile family office

General Information

Serial Number90360115
Word MarkTHE AGILE FAMILY OFFICE
Filing DateFriday, December 4, 2020
Status700 - REGISTERED
Status DateTuesday, June 20, 2023
Registration Number7087518
Registration DateTuesday, June 20, 2023
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 27, 2021

Trademark Statements

Goods and ServicesFinancial advisory and consultancy services; Financial advisory and consultancy services, namely, creating customized financial planning strategies for achieving wealth management success; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development
NOT AVAILABLE"FAMILY OFFICE"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 10, 2021
Primary Code036
First Use Anywhere DateTuesday, January 24, 2023
First Use In Commerce DateTuesday, January 24, 2023

Trademark Owner History

Party NameCresset Administrative Services Corporation
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressChicago, IL 60606
Party NameCresset Administrative Services Corporation
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressChicago, IL 60606
Party NameCresset Administrative Services Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60606

Trademark Events

Event DateEvent Description
Tuesday, December 8, 2020NEW APPLICATION ENTERED
Wednesday, February 10, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, March 8, 2021ASSIGNED TO EXAMINER
Tuesday, March 9, 2021NON-FINAL ACTION WRITTEN
Tuesday, March 9, 2021NON-FINAL ACTION E-MAILED
Tuesday, March 9, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 19, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 19, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 19, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 23, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 7, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 27, 2021PUBLISHED FOR OPPOSITION
Tuesday, April 27, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 22, 2021NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, September 22, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, October 13, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, December 14, 2021SOU TEAS EXTENSION RECEIVED
Tuesday, December 14, 2021SOU EXTENSION 1 FILED
Tuesday, December 14, 2021SOU EXTENSION 1 GRANTED
Thursday, December 16, 2021NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, June 2, 2022SOU TEAS EXTENSION RECEIVED
Thursday, June 2, 2022SOU EXTENSION 2 FILED
Thursday, June 2, 2022SOU EXTENSION 2 GRANTED
Saturday, June 4, 2022NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, November 29, 2022TEAS STATEMENT OF USE RECEIVED
Tuesday, November 29, 2022USE AMENDMENT FILED
Tuesday, December 13, 2022CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, December 14, 2022STATEMENT OF USE PROCESSING COMPLETE
Thursday, January 5, 2023SU - NON-FINAL ACTION - WRITTEN
Thursday, January 5, 2023NON-FINAL ACTION E-MAILED
Thursday, January 5, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, February 10, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, May 18, 2023ASSIGNED TO LIE
Thursday, May 18, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 18, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, May 18, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, May 19, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, June 20, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, June 20, 2023REGISTERED-PRINCIPAL REGISTER
Thursday, June 20, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

office family agile financial advisory services consultancy namely investment strategies relating development research