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.
Record
- Serial number
- 87947469
- Registration number
- 5904254
- Mark type
- Stylized text
- Filed
- 04 Jun 2018
- Published for opposition
- 20 Nov 2018
- Registered
- 05 Nov 2019
- 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
- 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
- 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
- 15 Sept 2020 — WITHDRAWAL OF ATTORNEY GRANTED