USPTO trademark

CRESSET WEALTH ADVISORS

RegisteredUSPTOWord markClass 36

"CRESSET WEALTH ADVISORS" is a word mark owned by CCM Midco, LLC, filed at the USPTO on November 14, 2017. It is registered and covers class 36 (Insurance and Financial).

Official USPTO record
CRESSET WEALTH ADVISORS trademark as filed
As filed with the USPTO
Status
Registered
Since June 5, 2024
Filed
November 14, 2017
Registered
November 6, 2018
Expires
Not recorded
Application no.
87683726
Registration no.
5603015
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns CRESSET WEALTH ADVISORS

The owner and representative on file with the office.

Owner

CCM Midco, LLC

Chicago, United States

Representative

Lema Khorshid

Fuksa Khorshid

Goods and services

What the mark covers

The products and services CRESSET WEALTH ADVISORS is filed for, grouped by Nice class.

  • Financial planning; Financial planning and investment advisory services; Investment advisory services; Investment management; Financial services, namely, wealth management services

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Automatic update of assignment of ownership
  2. Assignment of ownership not updated automatically
  3. Notice of acceptance of sec. 8 & 15 - e-mailed
  4. Registered - sec. 8 (6-yr) accepted & sec. 15 ack.
  5. Case assigned to post registration paralegal
  6. Teas section 8 & 15 received
  7. Courtesy reminder - sec. 8 (6-yr) e-mailed
  8. Assignment of ownership not updated automatically
  9. Automatic update of assignment of ownership
  10. Registered-principal register

10 earlier steps on the official record.

Disputes

Oppositions and cancellations

Proceedings recorded against this mark by the USPTO. Reported as recorded, not legal advice.

FAQ

About CRESSET WEALTH ADVISORS

Who owns the trademark "CRESSET WEALTH ADVISORS"?

The USPTO trademark "CRESSET WEALTH ADVISORS" (application 87683726) is owned by CCM Midco, LLC.

What is the status of "CRESSET WEALTH ADVISORS"?

Its status at the USPTO is: registered.

When was "CRESSET WEALTH ADVISORS" registered?

It was registered on November 6, 2018.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull CRESSET WEALTH ADVISORS and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

GET /v1/trademarks/{id}
ID=tm_019d2c51-e7fa-77df-879f-8192546cbdea
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2c51-e7fa-77df-879f-8192546cbdea",
  "object": "trademark",
  "mark_text": "CRESSET WEALTH ADVISORS",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "87683726",
  "filing_date": "2017-11-14",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "CCM MIDCO, LLC",
      "entity_id": null
    }
  ]
}