Serial Number
87947469
Owner
CRESSET ADMINISTRATIVE SERVICES CORPORATIONAttorney
Lema KhorshidFirst Use Date
May 30, 2018
Filing Date
Jun 4, 2018
WEALTH SURPLUS Trademark
Serial Number: 87947469 • Registration: 5904254
Trademark Classes
Owner Contact Info
444 WEST LAKE STREET
CHICAGO, IL 60606
Entity Type: 03
11951 FREEDOM DRIVE, SUITE 1260
RESTON, VA 20190
Entity Type: 16
Legal Representation
Correspondence Address
Lema Khorshid Fuksa Khorshid, LLC
200 West Superior Street, Suite 410
Chicago, IL 60654
United States
Trademark Details
Filing Date
June 4, 2018
Registration Date
November 5, 2019
First Use Anywhere
May 30, 2018
First Use in Commerce
May 30, 2018
Published for Opposition
November 20, 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
