SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
accepted and acknowledged
on 25 Mar 2024
Last Applicant/ Owned by
SUITE 4700
CHICAGO
IL
60606
Serial Number
87277003 filed on 21st Dec 2016
Registration Number
5566452 registered on 18th Sep 2018
Correspondent Address
Lema Khorshid
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
SPANNING GENERATIONS
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; Read More
Classification Information
Class [036]
Insurance & Financial Services
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
First Use Date in General
01st Dec 2015
First Use Date in Commerce
01st Dec 2015
Mark Details
Serial Number
No 87277003
Mark Type
No Service Mark
Attorney Docket Number
No 51190
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 20th Jun 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 25th Mar 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 25th Mar 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 25th Mar 2024 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| 23rd Mar 2024 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| 23rd Mar 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 28th Sep 2023 | TEAS SECTION 8 & 15 RECEIVED |
| 18th Sep 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 20th Feb 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 20th Feb 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |