Who owns the ACCRUEWISE trademark?

The ACCRUEWISE trademark is owned by Creative Planning, LLC.

What class is the ACCRUEWISE trademark registered in?

The ACCRUEWISE trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for ACCRUEWISE?

The USPTO serial number for ACCRUEWISE is 97398106.

What is the registration number for ACCRUEWISE?

ACCRUEWISE is registered under USPTO registration number 7166022.

Sealvo

Home Search: ACCRUEWISEACCRUEWISE #97398106

Back

Updated Nov 6, 2026·20 searches this week

View on USPTO TSDR Find similar marks

Section 8 declaration window

September 12, 2029

1040 days remaining

ACC

ACCRUEWISE

REGISTERED

Serial: 97398106
Reg: 7166022
Filed: May 06, 2022
Owner: Creative Planning, LLC

Financial, monetary and banking services; insurance services; real estate services.

What to file next

Section 8 declaration of continued use

When: Due between the fifth and sixth anniversary of registration.
Extensions and grace: A six-month grace period follows, with an added per-class fee.
If it is missed: A missed Section 8 cancels the registration, and there is no revival route for it.

How the Section 8 deadline works

General information about USPTO practice, not legal advice. The register is the authority, and a filing that has not yet posted can change what is owed.

Full Goods & Services

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jul 01, 2022

First use in commerce: Jul 01, 2022

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

25 events

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Apr 09, 2026

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 09, 2026

Code ARAA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 09, 2026

Code TCCA

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jul 11, 2024

Code ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

May 23, 2024

Code ASCK

REGISTERED-PRINCIPAL REGISTER

Sep 12, 2023

Code R.PR

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Sep 12, 2023

Code NRCC

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Aug 09, 2023

Code SUNA

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Aug 08, 2023

Code CNPR

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Jul 13, 2023

Code AITU

STATEMENT OF USE PROCESSING COMPLETE

Jul 13, 2023

Code SUPC

TEAS STATEMENT OF USE RECEIVED

Jun 15, 2023

Code EISU

USE AMENDMENT FILED

Jun 15, 2023

Code IUAF

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

May 23, 2023

Code NOAM

PUBLISHED FOR OPPOSITION

Mar 28, 2023

Code PUBO

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 28, 2023

Code NPUB

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 08, 2023

Code NONP

EXAMINERS AMENDMENT -WRITTEN

Feb 23, 2023

Code CNEA

EXAMINERS AMENDMENT E-MAILED

Feb 23, 2023

Code GNEA

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Feb 23, 2023

Code GNEN

EXAMINER'S AMENDMENT ENTERED

Feb 23, 2023

Code XAEC

APPROVED FOR PUB - PRINCIPAL REGISTER

Feb 23, 2023

Code CNSA

ASSIGNED TO EXAMINER

Feb 16, 2023

Code DOCK

NEW APPLICATION ENTERED

May 10, 2022

Code NWAP

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

May 10, 2022

Code NWOS

ACCRUEWISE

What to file next

Full Goods & Services

Filing Basis & Declarations

Other Marks by Creative Planning, LLC

Other Marks by Jonathan L. Hines

Get pre-filing clearance

Search 14M+ trademarks

Run a conflict check

Industries

USPTO Deadlines

Compare

Resources

Company