Who owns the INTELLIGENT WEALTH MANAGEMENT trademark?

The INTELLIGENT WEALTH MANAGEMENT trademark is owned by CRESSET ADMINISTRATIVE SERVICES CORPORATION.

What class is the INTELLIGENT WEALTH MANAGEMENT trademark registered in?

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

What is the serial number for INTELLIGENT WEALTH MANAGEMENT?

The USPTO serial number for INTELLIGENT WEALTH MANAGEMENT is 88371507.

What is the registration number for INTELLIGENT WEALTH MANAGEMENT?

INTELLIGENT WEALTH MANAGEMENT is registered under USPTO registration number 6364954.

INT

USPTO Trademark Record

REGISTERED

INTELLIGENT WEALTH MANAGEMENT

SN 88371507·Reg 6364954·Filed Apr 04, 2019

Owner CRESSET ADMINISTRATIVE SERVICES CORPORATION

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

INTELLIGENT WEALTH MANAGEMENT (Serial No. 88371507), Registration No. 6364954, is a registered US trademark filed on Apr 04, 2019 by CRESSET ADMINISTRATIVE SERVICES CORPORATION. This trademark covers Class 036 (Insurance, financial & real estate services).

Renewal window: May 25, 2027231 days remaining

Mark Intelligence

INTELLIGENT WEALTH MANAGEMENT (Reg. #6364954) is a registered US trademark that has been protecting its owner, CRESSET ADMINISTRATIVE SERVICES CORPORATION, since 2019. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Apr 04, 2019

SERIAL

88371507

REG#

6364954

REGISTERED

May 25, 2021

Owner

Applicant

CRESSET ADMINISTRATIVE SERVICES CORPORATION

Entity

Corporation

State

Address

444 WEST LAKE STREET, SUITE 4700, CHICAGO, IL, 60606

Country

Attorney

NameLema Khorshid

Law firm

Lema Khorshid Fuksa Khorshid, LLC

Address

200 West Superior Street, Suite 410, Chicago, IL 60654, UNITED STATES

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Filing Information

StatusREGISTERED

Filing DateApr 04, 2019

Serial Number88371507

Registration No.6364954

Registration DateMay 25, 2021

Status DateMay 25, 2021

Published for OppositionJan 28, 2020

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2019

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jun 15, 2020

First use in commerce: Jun 15, 2020

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

40 events

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

May 25, 2026

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jun 20, 2024

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Oct 13, 2021

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Sep 22, 2021

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

REGISTERED-PRINCIPAL REGISTER

May 25, 2021

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Apr 21, 2021

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Apr 20, 2021

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Apr 03, 2021

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Apr 03, 2021

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Mar 19, 2021

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Mar 19, 2021

USE AMENDMENT FILED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Oct 07, 2020

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Sep 19, 2020

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

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

Sep 17, 2020

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Sep 17, 2020

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Sep 17, 2020

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Sep 17, 2020

TEAS CHANGE OF CORRESPONDENCE RECEIVED

SOU TEAS EXTENSION RECEIVED

Sep 17, 2020

SOU TEAS EXTENSION RECEIVED

SOU EXTENSION 1 FILED

Sep 17, 2020

SOU EXTENSION 1 FILED

SOU EXTENSION 1 GRANTED

Sep 17, 2020

SOU EXTENSION 1 GRANTED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED

Sep 15, 2020

TEAS WITHDRAWAL OF ATTORNEY RECEIVED

WITHDRAWAL OF ATTORNEY GRANTED

Sep 15, 2020

WITHDRAWAL OF ATTORNEY GRANTED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Sep 14, 2020

TEAS CHANGE OF OWNER ADDRESS RECEIVED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Sep 14, 2020

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Sep 14, 2020

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Mar 24, 2020

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Jan 28, 2020

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jan 28, 2020

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jan 08, 2020

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

Dec 26, 2019

ASSIGNED TO LIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Dec 23, 2019

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Dec 17, 2019

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Dec 17, 2019

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Dec 17, 2019

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Jun 17, 2019

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jun 17, 2019

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 17, 2019

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jun 14, 2019

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 22, 2019

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Apr 08, 2019

NEW APPLICATION ENTERED

INTELLIGENT WEALTH MANAGEMENT

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