NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
record initialized not assigned to examiner
on 11 Dec 2024
Last Applicant/ Owned by
6256 Greenwich Drive, Suite 250
San Diego
CA
92122
Serial Number
98897722 filed on 11th Dec 2024
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
A PLACE TO THINK
Legal services, namely, providing customized legal information, counseling, advice, and litigation services to families; Legal advisory services; Counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships. Providing an online survey, assessment and report for evaluation of course participants and customers professional and personal competen Read More
Classification Information
Class [045]
Personal & Legal & Social Services
Legal services, namely, providing customized legal information, counseling, advice, and litigation services to families; Legal advisory services; Counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships.
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [041]
Education and Entertainment Services
Educational services, namely, providing certification programs in the field of Estate, Business, and Wealth Strategies Planning; Arranging professional workshop and training courses; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of Estate, Business, and succession planning strategies; estate planning, trust funds; wealth management and strategies planning Education services, namely, providing non-downloadable seminars in the field of Estate, Business, and Wealth Strategies Planning; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Estate, Business, and Wealth Strategies Planning.
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [036]
Insurance & Financial Services
Financial planning services, namely, developing, combining and maintaining family, personal, financial, and legal matters; Securities brokerage; financial planning and investment advisory services; Estate planning; personalized financial reporting services; Financial services, namely consulting and advisory services for retirement plans, pension funds, endowments, and trust funds.
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [016]
Paper Goods and Printed Material
books, pamphlets, brochures concerning financial planning, investment services, trust funds, retirement plans
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [035]
Advertising, Business & Retail Services
Providing an online survey, assessment and report for evaluation of course participants and customers professional and personal competency in the field of estate, business, and succession planning strategies; estate planning; trust funds; wealth management and strategies planning
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98897722
Mark Type
No Service Mark
Attorney Docket Number
No
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 |
|---|---|
| 11th Dec 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 11th Dec 2024 | NEW APPLICATION ENTERED |