WEALTH BEYOND THE NUMBERS Trademark

Trademark Overview

On Tuesday, November 13, 2012, a trademark application was filed for WEALTH BEYOND THE NUMBERS with the United States Patent and Trademark Office. The USPTO has given the WEALTH BEYOND THE NUMBERS trademark a serial number of 85777860. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, February 20, 2021. This trademark is owned by Meristem, LLP. The WEALTH BEYOND THE NUMBERS trademark is filed in the Insurance & Financial Services category with the following description:

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 planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational financial planning, coordination of financial advisors, private financial services, and estate planning services
wealth beyond the numbers

General Information

Serial Number85777860
Word MarkWEALTH BEYOND THE NUMBERS
Filing DateTuesday, November 13, 2012
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, February 20, 2021
Registration Number4645667
Registration DateTuesday, November 25, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 30, 2013

Trademark Statements

Goods and ServicesProviding financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational financial planning, coordination of financial advisors, private financial services, and estate planning services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 19, 2012
Primary Code036
First Use Anywhere DateFriday, May 31, 2013
First Use In Commerce DateFriday, May 31, 2013

Trademark Owner History

Party NameCRESSET ADMINISTRATIVE SERVICES CORPORATION
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressCHICAGO, IL 60606
Party NameMeristem, LLP
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressMinnetonka, MN 55305
Party NameMeristem, LLP
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressMinnetonka, MN 55305
Party NameMeristem, LLP
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressMinnetonka, MN 55305

Trademark Events

Event DateEvent Description
Monday, March 18, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, November 16, 2012NEW APPLICATION ENTERED
Monday, November 19, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, March 9, 2013ASSIGNED TO EXAMINER
Wednesday, April 23, 2014USE AMENDMENT FILED
Wednesday, April 10, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 30, 2013PUBLISHED FOR OPPOSITION
Tuesday, April 30, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, May 30, 2013EXTENSION OF TIME TO OPPOSE RECEIVED
Friday, September 13, 2013EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Tuesday, October 29, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, April 23, 2014TEAS STATEMENT OF USE RECEIVED
Wednesday, April 23, 2014SOU TEAS EXTENSION RECEIVED
Wednesday, April 23, 2014SOU EXTENSION 1 FILED
Wednesday, May 14, 2014SOU EXTENSION 1 GRANTED
Wednesday, May 14, 2014STATEMENT OF USE PROCESSING COMPLETE
Wednesday, October 15, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, May 13, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, May 15, 2014NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Sunday, June 15, 2014SU - NON-FINAL ACTION - WRITTEN
Sunday, June 15, 2014NON-FINAL ACTION E-MAILED
Sunday, June 15, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, October 6, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 7, 2014ASSIGNED TO LIE
Wednesday, October 15, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, October 18, 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, October 21, 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, November 25, 2014REGISTERED-PRINCIPAL REGISTER
Monday, November 25, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, November 13, 2020TEAS SECTION 8 & 15 RECEIVED
Saturday, February 20, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, February 20, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, February 20, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, February 15, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, February 20, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, February 20, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 20, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, February 20, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, February 20, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, June 20, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Saturday, November 25, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Related Keywords

numbers beyond wealth planning financial services asset protection management risk estate liquidity