BUILT BY CLIENTS, FOR CLIENTS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 17 Mar 2026)
What this means for you
Registered since 15 Dec 2020. 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 15 Dec 2030: the §8 & §9 renewal).
Record
- Serial number
- 88809138
- Registration number
- 6220033
- Mark type
- Slogan / phrase
- Filed
- 25 Feb 2020
- Published for opposition
- 29 Sept 2020
- Registered
- 15 Dec 2020
- Next maintenance filing
- §8 & §9 renewal, due by 15 Dec 2030 (grace period to 15 Jun 2031)
- Attorney of record
- Lema Khorshid
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, creating customized financial planning strategies for achieving wealth management success; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments
Owner
- CCM MIDCO, LLC, CHICAGO, IL, US
- Cresset Administrative Services Corporation, Chicago, IL, US
- Cresset Administrative Services Corporation, Chicago, IL, US
- Cresset Administrative Services Corporation, Chicago, IL, US
Prosecution history
- 02 Sept 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 17 Mar 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 17 Mar 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 17 Mar 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 15 Dec 2025 — TEAS SECTION 8 & 15 RECEIVED
- 15 Dec 2025 — 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
- 15 Dec 2020 — REGISTERED-PRINCIPAL REGISTER
- 29 Sept 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 29 Sept 2020 — PUBLISHED FOR OPPOSITION
- 09 Sept 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 21 Aug 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 06 Aug 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED