TrademarkDir
WEALTH BEYOND THE NUMBERS
DEAD

Serial Number

85777860

Owner

CRESSET ADMINISTRATIVE SERVICES CORPORATION

Attorney

Lema Khorshid

First Use Date

May 31, 2013

Filing Date

Nov 13, 2012

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WEALTH BEYOND THE NUMBERS Trademark

Serial Number: 85777860 • Registration: 4645667

WEALTH BEYOND THE NUMBERS is a trademark filed by CRESSET ADMINISTRATIVE SERVICES CORPORATION on November 13, 2012. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Owner Contact Info

CRESSET ADMINISTRATIVE SERVICES CORPORATION (33 trademarks)

444 WEST LAKE STREET
CHICAGO, IL 60606

Entity Type: 03

Meristem, LLP (12 trademarks)

Suite 800
Minnetonka, MN 55305

Entity Type: 99

Trademark Details

Filing Date

November 13, 2012

Registration Date

November 25, 2014

First Use Anywhere

May 31, 2013

First Use in Commerce

May 31, 2013

Published for Opposition

April 30, 2013

Cancellation Date

June 6, 2025

Goods & Services

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

Filing History

CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Jun 6, 2025 CAEX
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jun 20, 2024 ASCK
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Nov 25, 2023 REM2
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 20, 2023 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 20, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 20, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 20, 2023 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 20, 2023 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 15, 2023 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Feb 20, 2021 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Feb 20, 2021 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 20, 2021 APRE
TEAS SECTION 8 & 15 RECEIVED
Nov 13, 2020 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Nov 25, 2019 REM1
REGISTERED-PRINCIPAL REGISTER
Nov 25, 2014 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Oct 21, 2014 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Oct 18, 2014 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 15, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 15, 2014 CRFA
ASSIGNED TO LIE
Oct 7, 2014 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 6, 2014 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 15, 2014 GNRN
NON-FINAL ACTION E-MAILED
Jun 15, 2014 GNRT
SU - NON-FINAL ACTION - WRITTEN
Jun 15, 2014 CNRT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
May 15, 2014 EXRA
STATEMENT OF USE PROCESSING COMPLETE
May 14, 2014 SUPC
SOU EXTENSION 1 GRANTED
May 14, 2014 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
May 13, 2014 AITU
USE AMENDMENT FILED
Apr 23, 2014 IUAF
SOU EXTENSION 1 FILED
Apr 23, 2014 EXT1
SOU TEAS EXTENSION RECEIVED
Apr 23, 2014 EEXT
TEAS STATEMENT OF USE RECEIVED
Apr 23, 2014 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Oct 29, 2013 NOAM
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Sep 13, 2013 ETOP
EXTENSION OF TIME TO OPPOSE RECEIVED
May 30, 2013 ETOF
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 30, 2013 NPUB
PUBLISHED FOR OPPOSITION
Apr 30, 2013 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 10, 2013 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 18, 2013 CNSA
ASSIGNED TO EXAMINER
Mar 9, 2013 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 19, 2012 NWOS
NEW APPLICATION ENTERED
Nov 16, 2012 NWAP

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