on 31 Oct 2023
Last Applicant/ Owned by
1 Main St.
Evansville
US
IN
47708
Serial Number
97474072 filed on 24th Jun 2022
Registration Number
7209042 registered on 31st Oct 2023
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Business succession planning; executive business succession planning Private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory investment services and wealth management consultation and advisory services; in Read More
Private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory investment services and wealth management consultation and advisory services; investment management in the fields of stocks, ETFs, mutual funds, bonds, and retirement; financial services, namely, wealth management services featuring a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, wealth management services in the nature of wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; trust services, namely, financial trust management and trust company services, namely, estate trust management; financial trust planning, namely, trust investment distribution and wealth distribution planning; fiduciary services, namely, fiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, investment management services for charitable foundations, endowments and charitable trusts; financial institutional services for businesses and nonprofits, namely, investment and asset management, corporate trust company services, philanthropy consultation related to fundraising and endowments, and financial administration of employee-sponsored retirement plans
31st Oct 2022
30th Sep 2021
Business succession planning; executive business succession planning
31st Oct 2022
31st Oct 2022
No 97474072
No Service Mark
No 30438-365265
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
31st Oct 2023 | REGISTERED-PRINCIPAL REGISTER |
31st Oct 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
28th Sep 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
27th Sep 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
17th Sep 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
17th Sep 2023 | STATEMENT OF USE PROCESSING COMPLETE |
07th Sep 2023 | TEAS STATEMENT OF USE RECEIVED |
07th Sep 2023 | USE AMENDMENT FILED |
18th Jul 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
23rd May 2023 | PUBLISHED FOR OPPOSITION |