section 8
on 01 Mar 2024
Last Applicant/ Owned by
601 Carlson Parkway
Minnetonka
MN
55305
Serial Number
86688380 filed on 09th Jul 2015
Registration Number
5266518 registered on 15th Aug 2017
Correspondent Address
John Pickerill
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"FAMILY WEALTH"
"FAMILY WEALTH" Color is not claimed as a feature of the mark. 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 serRead More
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
03rd Aug 2016
03rd Aug 2016
No 86688380
No Service Mark
No 51190
No
No
No
No
No
No
No
No
26.01.02 -
Plain single line circles
26.05.21 -
Triangles that are completely or partially shaded
26.05.25 -
Triangles with one or more curved sides
26.09.21 -
Squares that are completely or partially shaded
26.11.14 -
Three or more rectangles
26.11.21 -
Rectangles that are completely or partially shaded
26.11.25 -
Rectangles with one or more curved sides
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.
| Status Date | Action Taken |
|---|---|
| 01st Mar 2024 | CANCELLED SEC. 8 (6-YR) |
| 15th Aug 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 15th Aug 2017 | REGISTERED-PRINCIPAL REGISTER |
| 11th Jul 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 10th Jul 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 23rd Jun 2017 | STATEMENT OF USE PROCESSING COMPLETE |
| 19th Jun 2017 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 22nd May 2017 | TEAS STATEMENT OF USE RECEIVED |
| 22nd May 2017 | USE AMENDMENT FILED |
| 06th Dec 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
