TrademarkDir
THE AGILE FAMILY OFFICE
LIVE

Serial Number

90360115

Owner

Cresset Administrative Services Corporation

Attorney

Lema Khorshid

First Use Date

Jan 24, 2023

Filing Date

Dec 4, 2020

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THE AGILE FAMILY OFFICE Trademark

Serial Number: 90360115 • Registration: 7087518

THE AGILE FAMILY OFFICE is a trademark filed by Cresset Administrative Services Corporation on December 4, 2020. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Cresset Administrative Services Corporation

Suite 4700
Chicago, IL 60606

Entity Type: 03

CCM MIDCO, LLC

444 WEST LAKE STREET
CHICAGO, IL 60606

Entity Type: 16

Trademark Details

Filing Date

December 4, 2020

Registration Date

June 20, 2023

First Use Anywhere

January 24, 2023

First Use in Commerce

January 24, 2023

Published for Opposition

April 27, 2021

Goods & Services

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating customized financial planning strategies for achieving wealth management success; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development

Filing History

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jun 20, 2024 ASCK
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jun 20, 2023 NRCC
REGISTERED-PRINCIPAL REGISTER
Jun 20, 2023 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
May 19, 2023 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
May 18, 2023 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
May 18, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 18, 2023 CRFA
ASSIGNED TO LIE
May 18, 2023 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 10, 2023 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 5, 2023 GNRN
NON-FINAL ACTION E-MAILED
Jan 5, 2023 GNRT
SU - NON-FINAL ACTION - WRITTEN
Jan 5, 2023 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Dec 14, 2022 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Dec 13, 2022 AITU
USE AMENDMENT FILED
Nov 29, 2022 IUAF
TEAS STATEMENT OF USE RECEIVED
Nov 29, 2022 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jun 4, 2022 EXRA
SOU EXTENSION 2 GRANTED
Jun 2, 2022 EX2G
SOU EXTENSION 2 FILED
Jun 2, 2022 EXT2
SOU TEAS EXTENSION RECEIVED
Jun 2, 2022 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Dec 16, 2021 EXRA
SOU EXTENSION 1 GRANTED
Dec 14, 2021 EX1G
SOU EXTENSION 1 FILED
Dec 14, 2021 EXT1
SOU TEAS EXTENSION RECEIVED
Dec 14, 2021 EEXT
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Oct 13, 2021 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 22, 2021 ASCK
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jun 22, 2021 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 27, 2021 NPUB
PUBLISHED FOR OPPOSITION
Apr 27, 2021 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 7, 2021 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 23, 2021 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 19, 2021 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 19, 2021 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 19, 2021 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 9, 2021 GNRN
NON-FINAL ACTION E-MAILED
Mar 9, 2021 GNRT
NON-FINAL ACTION WRITTEN
Mar 9, 2021 CNRT
ASSIGNED TO EXAMINER
Mar 8, 2021 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 10, 2021 NWOS
NEW APPLICATION ENTERED
Dec 8, 2020 NWAP

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