THE REAL INVESTMENT IS IN YOU Trademark

Trademark Overview


On Thursday, October 14, 2021, a trademark application was filed for THE REAL INVESTMENT IS IN YOU with the United States Patent and Trademark Office. The USPTO has given the THE REAL INVESTMENT IS IN YOU trademark a serial number of 97074776. The federal status of this trademark filing is ABANDONED - NO STATEMENT OF USE FILED as of Monday, December 18, 2023. This trademark is owned by Meristem Family Wealth LLC. The THE REAL INVESTMENT IS IN YOU trademark is filed in the Insurance & Financial Services category with the following description:

Trust services, namely, investment and trust company services, estate planning; Financial planning in the nature of 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 management in the nature of managing e...
the real investment is in you

General Information


Serial Number97074776
Word MarkTHE REAL INVESTMENT IS IN YOU
Filing DateThursday, October 14, 2021
Status606 - ABANDONED - NO STATEMENT OF USE FILED
Status DateMonday, December 18, 2023
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 21, 2023

Trademark Statements


Goods and ServicesTrust services, namely, investment and trust company services, estate planning; Financial planning in the nature of 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 management in the nature of managing expenses incurred through the investing process; 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
Disclaimer with Predetermined Text"INVESTMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 3, 2021
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameCRESSET ADMINISTRATIVE SERVICES CORPORATION
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCHICAGO, IL 60606

Party NameCRESSET ADMINISTRATIVE SERVICES CORPORATION
Party Type11 - New Owner Before Publication
Legal Entity Type03 - Corporation
AddressCHICAGO, IL 60606

Party NameMeristem Family Wealth LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMinnetonka, MN 55305

Trademark Events


Event DateEvent Description
Monday, December 18, 2023ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Monday, December 18, 2023ABANDONMENT - NO USE STATEMENT FILED
Tuesday, May 16, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 21, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 21, 2023PUBLISHED FOR OPPOSITION
Wednesday, March 1, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, February 15, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, February 10, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, January 13, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 13, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, January 13, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 23, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, September 23, 2022TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, September 23, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, September 23, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 21, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, July 21, 2022NON-FINAL ACTION E-MAILED
Thursday, July 21, 2022NON-FINAL ACTION WRITTEN
Wednesday, July 20, 2022ASSIGNED TO EXAMINER
Wednesday, November 3, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, October 18, 2021NEW APPLICATION ENTERED