| Serial Number | 87066102 |
| Word Mark | A PLAN FOR THEM. A LEGACY FOR YOU. |
| Filing Date | Thursday, June 9, 2016 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, February 16, 2024 |
| Registration Number | 5254080 |
| Registration Date | Tuesday, August 1, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 16, 2017 |
| Goods and Services | Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement financial planning, liquidity planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families, multigenerational financial planning, coordination of financial advisors, private financial planning services, trust services, namely, investment and trust company services; and estate planning services |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, February 16, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 1, 2015 |
| First Use In Commerce Date | Tuesday, December 1, 2015 |
| Party Name | CRESSET ADMINISTRATIVE SERVICES CORPORATION |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | CHICAGO, IL 60606 |
| Party Name | Meristem, LLP |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Minnetonka, MN 55305 |
| Party Name | Meristem, LLP |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Minnetonka, MN 55305 |
| Party Name | Meristem, LLP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Minnetonka, MN 55305 |
| Event Date | Event Description |
| Friday, February 16, 2024 | CANCELLED SEC. 8 (6-YR) |
| Monday, February 20, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, February 20, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, February 20, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, February 20, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, February 20, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, February 15, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, August 1, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, August 1, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 16, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 16, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 26, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 11, 2017 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, April 3, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, March 24, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, March 24, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 21, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 21, 2016 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Wednesday, September 21, 2016 | ASSIGNED TO LIE |
| Wednesday, September 21, 2016 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, September 21, 2016 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, September 21, 2016 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Tuesday, September 20, 2016 | ASSIGNED TO EXAMINER |
| Thursday, June 16, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 13, 2016 | NEW APPLICATION ENTERED |