USPTO serial 87277003
SPANNING GENERATIONS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 18, 2018
- Examiner
- DICKSON, RACHAEL
- Law office
- TMO LAW OFFICE 125
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
CHICAGO, IL, US
CRESSET ADMINISTRATIVE SERVICES CORPORATION
CHICAGO, IL, US
Other trademarks owned by CRESSET ADMINISTRATIVE SERVICES CORPORATION
Minnetonka, MN, US
Minnetonka, MN, US
Minnetonka, MN, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Lema Khorshid
Lema Khorshid Fuksa Khorshid LLC200 W. Superior St.Suite 410Chicago, IL 60654Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | 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; Charitable gift planning | ACTIVE | Dec 1, 2015 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by CCM MIDCO, LLC
- Other trademarks owned by CRESSET ADMINISTRATIVE SERVICES CORPORATION
- Other trademarks owned by Meristem Trust Company, LLC
- Other trademarks owned by Meristem Trust Company, LLC
- Other trademarks owned by Meristem Trust Company, LLC
- Other trademarks in Class 036
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 2, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 20, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 25, 2024 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 25, 2024 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 25, 2024 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Mar 23, 2024 | PR23 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 | — |
| Mar 23, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 28, 2023 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Sep 18, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 20, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 20, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 20, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 20, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 20, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 15, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 18, 2018 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Aug 17, 2018 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 16, 2018 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 10, 2018 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Aug 10, 2018 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jul 16, 2018 | IUAF | USE AMENDMENT FILED | — |
| Jul 16, 2018 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jan 16, 2018 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Nov 21, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 21, 2017 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Nov 1, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 13, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 12, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 11, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 11, 2017 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Apr 11, 2017 | CEPE | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED | — |
| Apr 11, 2017 | ALIE | ASSIGNED TO LIE | — |
| Apr 11, 2017 | GEAN | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Apr 11, 2017 | GEAP | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Apr 11, 2017 | CPEA | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED | — |
| Mar 21, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 4, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 24, 2016 | NWAP | NEW APPLICATION ENTERED | — |