GROUNDED IN PARTNERSHIP. GUIDED BY OPPORTUNITY.
Live / Registered — Registered (as of 15 Oct 2024)
What this means for you
Registered since 15 Oct 2024. 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 Oct 2030: the §8 declaration of use).
Record
- Serial number
- 98065258
- Registration number
- 7539299
- Mark type
- Slogan / phrase
- Filed
- 29 Jun 2023
- Published for opposition
- 23 Apr 2024
- Registered
- 15 Oct 2024
- Next maintenance filing
- §8 declaration of use, due by 15 Oct 2030 (grace period to 15 Apr 2031)
- Attorney of record
- Lema Khorshid
Goods and services
- Class 035 — Advertising and business services: Preparation of financial reports for others, namely, provision of consolidated reports concerning investment performance
- Class 036 — Insurance and financial services: Investment advisory services; financial services, namely, wealth management services and family office wealth and investment management services for wealthy families; financial portfolio management; financial risk management; investment management; financial asset management; financial planning; investment advice; investment consultation
Owner
- CCM ADMINISTRATIVE SERVICES, LLC, CHICAGO, IL, US
- CRESSET CHIP, LLC, CHICAGO, IL, US
- CH Investment Partners, LLC, Dallas, TX, US
- CH Investment Partners, LLC, Dallas, TX, US
- CH Investment Partners, LLC, Dallas, TX, US
Prosecution history
- 04 Nov 2025 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
- 14 Oct 2025 — NEW CERTIFICATE UNDER SECTION 7 - PROCESSED
- 09 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 08 Oct 2025 — POST REGISTRATION ACTION MAILED - SEC. 7
- 06 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 01 Jul 2025 — TEAS SECTION 7 REQUEST RECEIVED
- 09 May 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 09 May 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 09 May 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 08 May 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 08 May 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 08 May 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 08 May 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 08 May 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 16 Apr 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP