TrademarkDir
ACCRUEWISE
LIVE

Serial Number

97398106

Owner

Creative Planning, LLC

Attorney

Jonathan L. Hines

First Use Date

Jul 1, 2022

Filing Date

May 6, 2022

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ACCRUEWISE Trademark

Serial Number: 97398106 • Registration: 7166022

ACCRUEWISE is a trademark filed by Creative Planning, LLC on May 6, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Creative Planning, LLC (2 trademarks)

5454 W. 110th Street
Overland Park, KS 66211

Entity Type: 16

Trademark Details

Filing Date

May 6, 2022

Registration Date

September 12, 2023

First Use Anywhere

July 1, 2022

First Use in Commerce

July 1, 2022

Published for Opposition

March 28, 2023

Goods & Services

Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 9, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 9, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 9, 2026 REAP
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 11, 2024 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
May 23, 2024 ASCK
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Sep 12, 2023 NRCC
REGISTERED-PRINCIPAL REGISTER
Sep 12, 2023 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Aug 9, 2023 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Aug 8, 2023 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jul 13, 2023 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jul 13, 2023 AITU
USE AMENDMENT FILED
Jun 15, 2023 IUAF
TEAS STATEMENT OF USE RECEIVED
Jun 15, 2023 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
May 23, 2023 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 28, 2023 NPUB
PUBLISHED FOR OPPOSITION
Mar 28, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 8, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 23, 2023 CNSA
EXAMINER'S AMENDMENT ENTERED
Feb 23, 2023 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 23, 2023 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 23, 2023 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 23, 2023 CNEA
ASSIGNED TO EXAMINER
Feb 16, 2023 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 10, 2022 NWOS
NEW APPLICATION ENTERED
May 10, 2022 NWAP

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