LIFETIME CAPITAL NEEDS
LIVE

Serial Number

87947456

Owner

CRESSET ADMINISTRATIVE SERVICES CORPORATION

Attorney

Lema Khorshid

First Use Date

Jun 1, 2018

Filing Date

Jun 4, 2018

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LIFETIME CAPITAL NEEDS Trademark

Serial Number: 87947456 • Registration: 5940335

LIFETIME CAPITAL NEEDS is a trademark filed by CRESSET ADMINISTRATIVE SERVICES CORPORATION on June 4, 2018. 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 (31 trademarks)

11951 FREEDOM DRIVE, SUITE 1260
RESTON, VA 20190

Entity Type: 16

Trademark Details

Filing Date

June 4, 2018

Registration Date

December 17, 2019

First Use Anywhere

June 1, 2018

First Use in Commerce

June 1, 2018

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; mutual fund brokerage, distribution and investment services

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Jul 26, 2025 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Jul 26, 2025 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 26, 2025 APRE
TEAS SECTION 8 RECEIVED
Apr 11, 2025 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Dec 17, 2024 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
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Oct 7, 2020 ASGN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sep 17, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 17, 2020 TCCA
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
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sep 17, 2020 COAR
WITHDRAWAL OF ATTORNEY GRANTED
Sep 15, 2020 WOAG
TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Sep 15, 2020 WOAR
REGISTERED-SUPPLEMENTAL REGISTER
Dec 17, 2019 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Nov 14, 2019 PREV
ASSIGNED TO LIE
Nov 7, 2019 ALIE
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Nov 5, 2019 AAUA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Nov 4, 2019 CNTA
USE AMENDMENT ACCEPTED
Nov 4, 2019 IUAA
AMENDMENT TO USE PROCESSING COMPLETE
Oct 10, 2019 AUPC
USE AMENDMENT FILED
Oct 10, 2019 IUAF
TEAS AMENDMENT OF USE RECEIVED
Oct 9, 2019 EAAU
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 9, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 9, 2019 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Oct 9, 2019 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Apr 9, 2019 GNFN
FINAL REFUSAL E-MAILED
Apr 9, 2019 GNFR
FINAL REFUSAL WRITTEN
Apr 9, 2019 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 19, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 18, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 18, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 18, 2018 GNRN
NON-FINAL ACTION E-MAILED
Sep 18, 2018 GNRT
NON-FINAL ACTION WRITTEN
Sep 18, 2018 CNRT
ASSIGNED TO EXAMINER
Sep 12, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 11, 2018 NWOS
NEW APPLICATION ENTERED
Jun 7, 2018 NWAP