WEALTH SURPLUS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 28 Mar 2025)
What this means for you
Registered since 05 Nov 2019. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 05 Nov 2029: the §8 & §9 renewal).
Record
- Serial number
- 87947469
- Registration number
- 5904254
- Mark type
- Word mark
- Filed
- 04 Jun 2018
- Published for opposition
- 20 Nov 2018
- Registered
- 05 Nov 2019
- Next maintenance filing
- §8 & §9 renewal, due by 05 Nov 2029 (grace period to 05 May 2030)
- Attorney of record
- Lema Khorshid
Goods and services
- Class 036 — Insurance and financial 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
Owner
- CCM MIDCO, LLC, CHICAGO, IL, US
- CRESSET ADMINISTRATIVE SERVICES CORPORATION, CHICAGO, IL, US
- PagnatoKarp Partners, LLC, Reston, VA, US
- PagnatoKarp Partners, LLC, Reston, VA, US
- PagnatoKarp Partners, LLC, Reston, VA, US
Prosecution history
- 02 Sept 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 28 Mar 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 28 Mar 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 26 Mar 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 09 Dec 2024 — TEAS SECTION 8 & 15 RECEIVED
- 05 Nov 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 20 Jun 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 13 Oct 2021 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 22 Sept 2021 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 07 Oct 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 17 Sept 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 17 Sept 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Sept 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 Sept 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 Sept 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED