NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
01/06/2026
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Official data from USPTO
C CRESTWELL
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
21
Latest update
01/07/2026
Trademark type
Combined
Nice classes
36
Filing date
01/18/2019
Registration date
10/08/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/06/2026
Last transaction
01/07/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/01/2018
First use in commerce
09/01/2018
Drawing code
3
Owner type
16
Owner location
Rancho Santa Fe, CA
Examiner
BURNS, ELLEN
Current location
Historical data usage
Mark description
The mark consists of the literal element "CRESTWELL" preceded by a design element comprising a stylized "C" which partially circumvents a circle having several line segments approximately a mountain within the interior thereof.
Holders and representatives
Holders
The Crestwell Group, LLC
Representatives
Mark B. Garred STETINA GARRED BRUCKER & NEWBOLES
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
financial services for businesses in the nature of planning and corporate asset managementconsulting in the field of employee benefit plansexecutive carve-out plansdefined contribution plansdefined benefit plansprofit sharing plansnon-qualifying deferred comp out plans; Consulting in the nature of personal wealth managementFinancial services for individuals in the nature of personal wealth managementconsulting in the field of asset allocationreal estateprivate equity management; consulting in the field of personal risk management and insurancelife insurancedisability insurance and long term health care insurance
Publications
History of USPTO decisions and trademark events.
21 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01/06/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/06/2026
E815
TEAS SECTION 8 & 15 RECEIVED
09/30/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/08/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
10/08/2019
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/04/2019
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/03/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
08/27/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
08/27/2019
IUAF
USE AMENDMENT FILED
07/30/2019
EISU
TEAS STATEMENT OF USE RECEIVED
07/30/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
07/09/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/14/2019
PUBO
PUBLISHED FOR OPPOSITION
05/14/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/24/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/31/2019
DOCK
ASSIGNED TO EXAMINER
03/31/2019
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
03/21/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/10/2019
NWAP
NEW APPLICATION ENTERED
01/22/2019
Continuous trademark protection
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