| Serial Number | 86688380 |
| Word Mark | MERISTEM FAMILY WEALTH |
| Filing Date | Thursday, July 9, 2015 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, March 1, 2024 |
| Registration Number | 5266518 |
| Registration Date | Tuesday, August 15, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 11, 2016 |
| Description of Mark | The mark consists of the stylized word "MERISTEM" above the stylized words "FAMILY WEALTH". Above is a single line circle containing vertically oriented and shaded rectangles, two shaded triangles and a shaded square appears in the middle of the circle. The geometric shapes that approach the circle have a rounded side. |
| Goods and Services | Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cash flow planning, financial planning, retirement planning, liquidity and tax 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, financial services in the nature of coordination of investment portfolio maintenance, trading, rebalancing, and tax management for portfolios managed by multiple financial advisors, private financial advisory services, and trust coordination services in the nature of financial trust operations, administration and management |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FAMILY WEALTH" |
| 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, March 1, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, August 3, 2016 |
| First Use In Commerce Date | Wednesday, August 3, 2016 |
| 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, March 1, 2024 | CANCELLED SEC. 8 (6-YR) |
| Monday, August 15, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, August 15, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 11, 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, July 10, 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, June 23, 2017 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, May 22, 2017 | USE AMENDMENT FILED |
| Monday, June 19, 2017 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, May 22, 2017 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, December 6, 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, October 11, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 11, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 21, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, September 16, 2016 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, September 16, 2016 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 6, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 6, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, September 6, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 6, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 6, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Sunday, February 7, 2016 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Sunday, February 7, 2016 | FINAL REFUSAL E-MAILED |
| Sunday, February 7, 2016 | FINAL REFUSAL WRITTEN |
| Saturday, January 16, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, January 15, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 15, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, October 27, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 27, 2015 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 27, 2015 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 20, 2015 | ASSIGNED TO EXAMINER |
| Wednesday, July 15, 2015 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, July 14, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, July 13, 2015 | NEW APPLICATION ENTERED |