TrademarkDir
INTELLIGENT WEALTH MANAGEMENT
LIVE

Serial Number

88371507

Owner

CRESSET ADMINISTRATIVE SERVICES CORPORATION

Attorney

Lema Khorshid

First Use Date

Jun 15, 2020

Filing Date

Apr 4, 2019

Add to watchlist:

No watchlists yet
+ Create New Watchlist
View on USPTO

INTELLIGENT WEALTH MANAGEMENT Trademark

Serial Number: 88371507 • Registration: 6364954

INTELLIGENT WEALTH MANAGEMENT is a trademark filed by CRESSET ADMINISTRATIVE SERVICES CORPORATION on April 4, 2019. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

CRESSET ADMINISTRATIVE SERVICES CORPORATION (33 trademarks)

444 WEST LAKE STREET
CHICAGO, IL 60606

Entity Type: 03

PagnatoKarp Partners, LLC

11951 Freedom Drive, Suite 1260
Reston, VA 20190

Entity Type: 16

Trademark Details

Filing Date

April 4, 2019

Registration Date

May 25, 2021

First Use Anywhere

June 15, 2020

First Use in Commerce

June 15, 2020

Published for Opposition

January 28, 2020

Goods & 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

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 25, 2026 REM1
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jun 20, 2024 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Oct 13, 2021 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 22, 2021 ASCK
REGISTERED-PRINCIPAL REGISTER
May 25, 2021 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Apr 21, 2021 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 20, 2021 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Apr 3, 2021 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Apr 3, 2021 AITU
USE AMENDMENT FILED
Mar 19, 2021 IUAF
TEAS STATEMENT OF USE RECEIVED
Mar 19, 2021 EISU
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Oct 7, 2020 ASGN
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Sep 19, 2020 EXRA
SOU EXTENSION 1 GRANTED
Sep 17, 2020 EX1G
SOU EXTENSION 1 FILED
Sep 17, 2020 EXT1
SOU TEAS EXTENSION RECEIVED
Sep 17, 2020 EEXT
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 17, 2020 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Sep 17, 2020 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 17, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 17, 2020 REAP
WITHDRAWAL OF ATTORNEY GRANTED
Sep 15, 2020 WOAG
TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Sep 15, 2020 WOAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sep 14, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 14, 2020 TCCA
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sep 14, 2020 COAR
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Mar 24, 2020 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 28, 2020 NPUB
PUBLISHED FOR OPPOSITION
Jan 28, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 8, 2020 NONP
ASSIGNED TO LIE
Dec 26, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 23, 2019 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 17, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 17, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 17, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 17, 2019 GNRN
NON-FINAL ACTION E-MAILED
Jun 17, 2019 GNRT
NON-FINAL ACTION WRITTEN
Jun 17, 2019 CNRT
ASSIGNED TO EXAMINER
Jun 14, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 22, 2019 NWOS
NEW APPLICATION ENTERED
Apr 8, 2019 NWAP

Related Trademarks

More from this Owner

CRESSET ALPHA

CRESSET ALPHA

CRESSET ALPHA

CRESSET ALPHA

THE REAL INVESTMENT IS IN YOU

THE REAL INVESTMENT IS IN YOU

THE REAL INVESTMENT IS IN YOU

THE REAL INVESTMENT IS IN YOU

CRESSET CATALYST

CRESSET CATALYST

CRESSET CATALYST

CRESSET CATALYST