EXCELWISE
Live / Applied — Non-final action mailed (as of 06 Feb 2026)
What this means for you
Not registered yet, but its 20 May 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98558604
- Mark type
- Stylized text
- Filed
- 20 May 2024
- Attorney of record
- Michael E. Broms
Goods and services
- Class 036 — Insurance and financial services: Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans
Owner
- Creative Planning, LLC, Overland Park, KS, US
Prior registrations
Prosecution history
- 06 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 06 Feb 2026 — NON-FINAL ACTION E-MAILED
- 06 Feb 2026 — NON-FINAL ACTION WRITTEN
- 03 Oct 2025 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
- 02 Apr 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
- 02 Apr 2025 — LETTER OF SUSPENSION E-MAILED
- 02 Apr 2025 — SUSPENSION LETTER WRITTEN
- 01 Mar 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 28 Feb 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 28 Feb 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 10 Dec 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 10 Dec 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 10 Dec 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 10 Dec 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 10 Dec 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED