| Serial Number | 76332701 |
| Word Mark | LORING WARD PRIVATE CLIENT |
| Filing Date | Wednesday, October 31, 2001 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, November 16, 2012 |
| Registration Number | 3080042 |
| Registration Date | Tuesday, April 11, 2006 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 15, 2002 |
| Disclaimer with Predetermined Text | "PRIVATE CLIENT" |
| Goods and Services | Tax planning services, namely, tax assessments, tax preparation and income tax consultation; business management; contract negotiation services |
| Goods and Services | Investment services, namely, securities investment, capital investment consultation, funds investment; insurance services, namely, life insurance underwriting services, insurance brokerage; estate planning services |
| Name/Portrait Description and/or Consent Statement | "LORING WARD" is not the name of a living individual. |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, November 16, 2012 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, January 30, 2004 |
| First Use In Commerce Date | Friday, January 30, 2004 |
| 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, November 16, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 28, 2004 |
| First Use In Commerce Date | Thursday, October 28, 2004 |
| Party Name | LORING WARD GROUP, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Jose, CA 95128 |
| Party Name | LORING WARD GROUP, INC. |
| Party Type | 22 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | MANITOBA R3C 3Z3 CA |
| Party Name | ASSANTE ASSET MANAGEMENT LTD. |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | WINNIPEG MANITOBA R3C 3Z3 CM |
| Party Name | Loring Ward Investment Counsel Ltd. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Winnipeg, Manitoba R3C 3Z3 CA |
| Party Name | Loring Ward Investment Counsel Ltd. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Winnipeg, Manitoba R3C 3Z3 CA |
| Event Date | Event Description |
| Friday, November 16, 2012 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, June 23, 2010 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, June 23, 2010 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, May 23, 2007 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Friday, September 22, 2006 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, September 22, 2006 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, April 11, 2006 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 28, 2006 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Friday, February 24, 2006 | ASSIGNED TO LIE |
| Monday, February 20, 2006 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, February 4, 2006 | STATEMENT OF USE PROCESSING COMPLETE |
| Saturday, January 7, 2006 | USE AMENDMENT FILED |
| Wednesday, January 11, 2006 | PAPER RECEIVED |
| Thursday, July 7, 2005 | EXTENSION 5 GRANTED |
| Thursday, July 7, 2005 | EXTENSION 5 FILED |
| Monday, July 11, 2005 | PAPER RECEIVED |
| Tuesday, February 8, 2005 | EXTENSION 4 GRANTED |
| Thursday, January 6, 2005 | EXTENSION 4 FILED |
| Monday, January 10, 2005 | PAPER RECEIVED |
| Friday, July 2, 2004 | EXTENSION 3 GRANTED |
| Friday, July 2, 2004 | EXTENSION 3 FILED |
| Wednesday, July 21, 2004 | CASE FILE IN TICRS |
| Tuesday, July 6, 2004 | PAPER RECEIVED |
| Thursday, February 5, 2004 | EXTENSION 2 GRANTED |
| Monday, December 29, 2003 | EXTENSION 2 FILED |
| Monday, December 29, 2003 | PAPER RECEIVED |
| Monday, November 24, 2003 | PAPER RECEIVED |
| Thursday, August 7, 2003 | EXTENSION 1 GRANTED |
| Monday, July 7, 2003 | EXTENSION 1 FILED |
| Thursday, July 10, 2003 | PAPER RECEIVED |
| Tuesday, January 7, 2003 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, October 15, 2002 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 25, 2002 | NOTICE OF PUBLICATION |
| Saturday, August 24, 2002 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, July 30, 2002 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, July 5, 2002 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 5, 2002 | PAPER RECEIVED |
| Monday, January 28, 2002 | NON-FINAL ACTION MAILED |
| Wednesday, January 23, 2002 | ASSIGNED TO EXAMINER |