Who owns the WEALTH SURPLUS trademark?

The WEALTH SURPLUS trademark is owned by CRESSET ADMINISTRATIVE SERVICES CORPORATION.

What class is the WEALTH SURPLUS trademark registered in?

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

What is the serial number for WEALTH SURPLUS?

The USPTO serial number for WEALTH SURPLUS is 87947469.

What is the registration number for WEALTH SURPLUS?

WEALTH SURPLUS is registered under USPTO registration number 5904254.

Sealvo

Home Search: WEALTH SURPLUSWEALTH SURPLUS #87947469

Back

Updated Sep 19, 2026·21 searches this week

View on USPTO TSDR Find similar marks

WEA

USPTO Trademark Record

REGISTERED

WEALTH SURPLUS

SN 87947469·Reg 5904254·Filed Jun 04, 2018

Owner CRESSET ADMINISTRATIVE SERVICES CORPORATION

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

WEALTH SURPLUS (Serial No. 87947469), Registration No. 5904254, is a registered US trademark filed on Jun 04, 2018 by CRESSET ADMINISTRATIVE SERVICES CORPORATION. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: November 05, 2029

Conflict Analysis

Full conflict analysis for WEALTH SURPLUS (SN 87947469) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

WEALTH SURPLUS (Reg. #5904254) is a registered US trademark that has been protecting its owner, CRESSET ADMINISTRATIVE SERVICES CORPORATION, since 2018. 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

Jun 04, 2018

SERIAL

87947469

REG#

5904254

REGISTERED

Nov 05, 2019

Filing Information

StatusREGISTERED

Filing DateJun 04, 2018

Serial Number87947469

Registration No.5904254

Registration DateNov 05, 2019

Status DateMar 28, 2025

Published for OppositionNov 20, 2018

Filing Basis & Declarations

Standard Characters ClaimedUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: May 30, 2018

First use in commerce: May 30, 2018

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.

Run a conflict check

Search by serial number, mark name, or logo. See conflicting marks ranked by risk with clear explanations of what contributed.

Run conflict check

Status History

36 events

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Mar 28, 2025

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Mar 28, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Mar 26, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 15 RECEIVED

Dec 09, 2024

TEAS SECTION 8 & 15 RECEIVED

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

Nov 05, 2024

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

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Oct 07, 2020

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Sep 17, 2020

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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 CHANGE OF CORRESPONDENCE RECEIVED

Sep 17, 2020

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Sep 17, 2020

TEAS CHANGE OF OWNER ADDRESS RECEIVED

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 CORRESPONDENCE RECEIVED

Sep 14, 2020

TEAS CHANGE OF CORRESPONDENCE RECEIVED

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

Sep 14, 2020

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Sep 14, 2020

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Sep 14, 2020

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Sep 14, 2020

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

REGISTERED-PRINCIPAL REGISTER

Nov 05, 2019

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Oct 01, 2019

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Sep 30, 2019

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Aug 05, 2019

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Aug 05, 2019

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Jul 12, 2019

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Jul 12, 2019

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jan 15, 2019

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 20, 2018

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

PUBLISHED FOR OPPOSITION

Nov 20, 2018

PUBLISHED FOR OPPOSITION

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 31, 2018

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Oct 11, 2018

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Sep 12, 2018

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 11, 2018

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jun 07, 2018

NEW APPLICATION ENTERED

Other Marks by CRESSET ADMINISTRATIVE SERVICES CORPORATION

Additional USPTO filings from the same owner.

BUI

BUILT BY CLIENTS, FOR CLIENTS

88809138

Cresset Administrative Services Corporation

REGISTERED

LIF

LIFETIME CAPITAL NEEDS

87947456

CRESSET ADMINISTRATIVE SERVICES CORPORATION

REGISTERED

LOG

LogoMark

88250520

CRESSET ADMINISTRATIVE SERVICES CORPORATION

REGISTERED

CRE

CRESSET ASSET MANAGEMENT

88153500

CRESSET ADMINISTRATIVE SERVICES CORPORATION

REGISTERED

Other Marks in Class 036 — Insurance, financial & real estate services

Recently filed and registered marks in the same international class.

RAP

RAPID SURPLUS REFUND

98335205

Rapid Surplus Refund, LLC.

REGISTERED

SUR

SURPLUS FUNDS RECOVERY GROUP

99724867

Surplus Funds Recovery Group LLC

REGISTERED

SUR

SURPLUS LINES MADE EASY

87592375

Berkley Insurance Company

REGISTERED

LIB

LIBERTY SURPLUS INSURANCE CORPORATION

85505076

Liberty Mutual Insurance Company

REGISTERED

Other Marks by Lema Khorshid

Additional USPTO filings handled by the same attorney of record.

RIS

RISING POINT CAPITAL

90091464

REGISTERED

ACT

ACTUATE

88589925

REGISTERED

DIG

DIGIFLAME

98680768

REGISTERED

AVE

AVERMORE HEIRLOOMS

99516470

REGISTERED

WEALTH SURPLUS

Run a conflict check

Other Marks by CRESSET ADMINISTRATIVE SERVICES CORPORATION

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Lema Khorshid

Get pre-filing clearance

Search 15M+ trademarks

Resources

Company