MERISTEM FAMILY WEALTH - Trademark Details
Status: 700 - Registered
Serial Number
86688380
Registration Number
5266518
Word Mark
MERISTEM FAMILY WEALTH
Status
700 - Registered
Status Date
2017-08-15
Filing Date
2015-07-09
Registration Number
5266518
Registration Date
2017-08-15
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
260102, 260521, 260525, 260921, 261114, 261121, 261125 - Plain single line circles. Triangles that are completely or partially shaded. Triangles with one or more curved sides. Squares that are completely or partially shaded. Three or more rectangles. Rectangles that are completely or partially shaded. Rectangles with one or more curved sides.
Published for Opposition Date
2016-10-11
Attorney Name
Law Office Assigned Location Code
M40
Employee Name
ULRICH, NANCY G
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"FAMILY WEALTH"
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
Financial record-keeping for regulatory compliance reporting purposes; business succession planning
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
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2015-07-14
Primary Code
036
First Use Anywhere Date
2016-08-03
First Use In Commerce Date
2016-08-03
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (limited liability partnership).
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (limited liability partnership).
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
99 - Other (limited liability partnership).
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
99 - Other (limited liability partnership).
Address
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Correspondences
Name
John Pickerill
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 4383154 |
Trademark Events
| Event Date | Event Description |
| 2015-07-13 | NEW APPLICATION ENTERED IN TRAM |
| 2015-07-14 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2015-07-15 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 2015-10-20 | ASSIGNED TO EXAMINER |
| 2015-10-27 | NON-FINAL ACTION WRITTEN |
| 2015-10-27 | NON-FINAL ACTION E-MAILED |
| 2015-10-27 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2016-01-15 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2016-01-15 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2016-01-16 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2016-02-07 | FINAL REFUSAL WRITTEN |
| 2016-02-07 | FINAL REFUSAL E-MAILED |
| 2016-02-07 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| 2016-09-06 | EXAMINERS AMENDMENT -WRITTEN |
| 2016-09-06 | EXAMINERS AMENDMENT E-MAILED |
| 2016-09-06 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2016-09-06 | EXAMINER'S AMENDMENT ENTERED |
| 2016-09-06 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2016-09-16 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2016-09-16 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2016-09-21 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2016-10-11 | PUBLISHED FOR OPPOSITION |
| 2016-10-11 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2016-12-06 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2017-05-22 | TEAS STATEMENT OF USE RECEIVED |
| 2017-06-19 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2017-05-22 | USE AMENDMENT FILED |
| 2017-06-23 | STATEMENT OF USE PROCESSING COMPLETE |
| 2017-07-10 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2017-07-11 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2017-08-15 | REGISTERED-PRINCIPAL REGISTER |
