TrademarkDir
C CRESTWELL
LIVE

Serial Number

88267466

Owner

The Crestwell Group, LLC

Attorney

Mark B. Garred

First Use Date

Sep 1, 2018

Filing Date

Jan 18, 2019

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C CRESTWELL Trademark

Serial Number: 88267466 • Registration: 5881509

C CRESTWELL is a trademark filed by The Crestwell Group, LLC on January 18, 2019. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

The Crestwell Group, LLC

5531 Cancha de Golf, Suite 201
Rancho Santa Fe, CA 92091

Entity Type: 16

Trademark Details

Filing Date

January 18, 2019

Registration Date

October 8, 2019

First Use Anywhere

September 1, 2018

First Use in Commerce

September 1, 2018

Published for Opposition

May 14, 2019

Goods & Services

financial services for businesses in the nature of planning and corporate asset management, namely, consulting in the field of employee benefit plans, executive carve-out plans, defined contribution plans, defined benefit plans, profit sharing plans, non-qualifying deferred comp out plans; Consulting in the nature of personal wealth management, Financial services for individuals in the nature of personal wealth management, namely, consulting in the field of asset allocation, real estate, and private equity management; consulting in the field of personal risk management and insurance, namely, life insurance, disability insurance and long term health care insurance

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jan 6, 2026 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jan 6, 2026 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 6, 2026 APRE
TEAS SECTION 8 & 15 RECEIVED
Sep 30, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Oct 8, 2024 REM1
REGISTERED-PRINCIPAL REGISTER
Oct 8, 2019 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Sep 4, 2019 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sep 3, 2019 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Aug 27, 2019 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Aug 27, 2019 AITU
USE AMENDMENT FILED
Jul 30, 2019 IUAF
TEAS STATEMENT OF USE RECEIVED
Jul 30, 2019 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jul 9, 2019 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 14, 2019 NPUB
PUBLISHED FOR OPPOSITION
May 14, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 24, 2019 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 31, 2019 CNSA
ASSIGNED TO EXAMINER
Mar 31, 2019 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Mar 21, 2019 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 10, 2019 NWOS
NEW APPLICATION ENTERED
Jan 22, 2019 NWAP

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