TrademarkDir
EXCELWISE
LIVE

Serial Number

98558604

Owner

Creative Planning, LLC

Attorney

Michael E. Broms

Filing Date

May 20, 2024

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EXCELWISE Trademark

Serial Number: 98558604

EXCELWISE is a trademark filed by Creative Planning, LLC on May 20, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Creative Planning, LLC

5454 W. 110th Street
Overland Park, KS 66211

Entity Type: 16

Trademark Details

Filing Date

May 20, 2024

Registration Date

Not Registered

Goods & Services

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

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 6, 2026 GNRN
NON-FINAL ACTION E-MAILED
Feb 6, 2026 GNRT
NON-FINAL ACTION WRITTEN
Feb 6, 2026 CNRT
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Oct 3, 2025 RCCK
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Apr 2, 2025 GNS3
LETTER OF SUSPENSION E-MAILED
Apr 2, 2025 GNSL
SUSPENSION LETTER WRITTEN
Apr 2, 2025 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 1, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 28, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 28, 2025 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 10, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 10, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 10, 2024 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 10, 2024 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 10, 2024 COAR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 5, 2024 GNRN
NON-FINAL ACTION E-MAILED
Dec 5, 2024 GNRT
NON-FINAL ACTION WRITTEN
Dec 5, 2024 CNRT
ASSIGNED TO EXAMINER
Dec 4, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 21, 2024 NWOS
NEW APPLICATION ENTERED
May 20, 2024 NWAP

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