| Serial Number | 87157384 |
| Word Mark | MERISTEM TRUST COMPANY |
| Filing Date | Wednesday, August 31, 2016 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 29, 2018 |
| Registration Number | 5481765 |
| Registration Date | Tuesday, May 29, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 1, 2017 |
| Description of Mark | The mark consists of the stylized term "MERISTEM" above the stylized term "TRUST" above the stylized term "COMPANY". 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 | Trust services, namely, investment and trust company services, estate planning; wealth transfer planning; financial planning services, namely, financial planning for spousal incapacitation and educational costs of dependents; financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; financial trust administration; trustee services, namely, distribution of trust annuities and financial investment of trust assets; private financial planning services; trusteeship representatives, namely, representing the interests of the trust to grantors, co-trustees, beneficiaries and their families; financial planning, namely, developing investment strategies for maintaining multi-generational wealth; financial planning, namely, life insurance consultation; financial trust planning, operations and administration; financial forecasting, investment expense management, financial advice in the nature of retirement budget planning; investment management services, namely, distribution management of cash and non-cash assets; financial risk management planning; financial planning services in the nature of developing and managing charitable gift giving programs on behalf of wealthy individuals or families |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "TRUST COMPANY" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, September 7, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, August 31, 2016 |
| First Use In Commerce Date | Wednesday, August 31, 2016 |
| 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 | 21 - NOT AVAILABLE |
| Address | Minnetonka, MN 55305 |
| Party Name | Meristem, LLP |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 21 - NOT AVAILABLE |
| Address | Minnetonka, MN 55305 |
| Party Name | Meristem, LLP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 21 - NOT AVAILABLE |
| Address | Minnetonka, MN 55305 |
| Event Date | Event Description |
| Tuesday, September 20, 2016 | ASSIGNED TO EXAMINER |
| Saturday, September 3, 2016 | NEW APPLICATION ENTERED |
| Wednesday, September 7, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 8, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, September 23, 2016 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Friday, September 23, 2016 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Monday, May 8, 2017 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| Friday, May 26, 2017 | PETITION TO REVIVE-GRANTED |
| Friday, May 26, 2017 | NOTICE OF REVIVAL - E-MAILED |
| Friday, September 23, 2016 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Friday, September 23, 2016 | ASSIGNED TO LIE |
| Friday, September 23, 2016 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Monday, May 8, 2017 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Friday, May 26, 2017 | TEAS PETITION TO REVIVE RECEIVED |
| Friday, May 26, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 19, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, August 1, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 1, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, June 2, 2017 | ASSIGNED TO LIE |
| Friday, June 2, 2017 | ASSIGNED TO LIE |
| Friday, June 2, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 2, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, June 29, 2017 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, July 12, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, April 25, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, September 26, 2017 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, October 2, 2017 | TEAS STATEMENT OF USE RECEIVED |
| Monday, October 2, 2017 | USE AMENDMENT FILED |
| Saturday, October 7, 2017 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, October 10, 2017 | USE AFFIDAVIT FAILED FORMALITIES |
| Monday, March 26, 2018 | IU INFORMAL RESPONSE RECEIVED |
| Monday, March 26, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, April 2, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, April 24, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, February 20, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, February 20, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, February 20, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, February 20, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, May 29, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 29, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, February 15, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, February 20, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, June 20, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |