| Serial Number | 87947469 |
| Word Mark | WEALTH SURPLUS |
| Filing Date | Monday, June 4, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 5, 2019 |
| Registration Number | 5904254 |
| Registration Date | Tuesday, November 5, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 20, 2018 |
| Goods and Services | Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management; mutual fund brokerage, distribution and investment services |
| 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, June 11, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 30, 2018 |
| First Use In Commerce Date | Wednesday, May 30, 2018 |
| Party Name | CRESSET ADMINISTRATIVE SERVICES CORPORATION |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | CHICAGO, IL 60606 |
| Party Name | PagnatoKarp Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Reston, VA 20190 |
| Party Name | PagnatoKarp Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Reston, VA 20190 |
| Party Name | PagnatoKarp Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Reston, VA 20190 |
| Event Date | Event Description |
| Thursday, June 7, 2018 | NEW APPLICATION ENTERED |
| Monday, August 5, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, June 11, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, September 12, 2018 | ASSIGNED TO EXAMINER |
| Thursday, October 11, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 31, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 20, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 20, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 15, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, July 12, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Friday, July 12, 2019 | USE AMENDMENT FILED |
| Monday, August 5, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, October 1, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, September 14, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, September 30, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, November 5, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Monday, September 14, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, September 14, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, September 14, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, September 14, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 15, 2020 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |
| Tuesday, September 15, 2020 | WITHDRAWAL OF ATTORNEY GRANTED |
| Thursday, September 17, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, September 17, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, September 17, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, September 17, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, October 7, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, September 17, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, October 13, 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, June 20, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, September 22, 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |