NON-FINAL ACTION - MAILED
final action
on 09 Sep 2024
Last Applicant/ Owned by
Two North Riverside Plaza, Suite 600
Chicago
IL
60606
Serial Number
98410275 filed on 19th Feb 2024
Registration Number
N/A
Correspondent Address
Adam K Sacharoff
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
A ZELL GROUP COMPANY
Platform as a service featuring non-downloadable computer software for managing a family office and providing access to account information by members Financial consultation services in the nature of providing strategic guidance and planning in connection with investment opportunities, both public and private, in the nature of complex acquisitions, restructuring and disposition Corporate investm Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Platform as a service featuring non-downloadable computer software for managing a family office and providing access to account information by members
First Use Date in General
01st Dec 2024
First Use Date in Commerce
01st Dec 2024
Class [041]
Education and Entertainment Services
Education and consulting services, namely educating, providing seminars, conferences, round-tables, classes, and discussions with third party family offices on managing and structuring family office services; Consulting family office members on managing personal well-being, creating and managing trusts, grants, endowments, philanthropic foundations
First Use Date in General
01st Dec 2024
First Use Date in Commerce
01st Dec 2024
Class [036]
Insurance & Financial Services
Corporate investment services, namely, providing sources of financing and arranging financing for corporate acquisition, and business services; Financial services in the nature of management in connection with investment opportunities, both public and private, namely, complex acquisitions, restructurings and dispositions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; Financial planning and investment advisory services, and wealth management services; Financial services; namely, administration of estates, trusts, foundations, and individual's funds; Tax strategy and planning services; Accounting and payroll services; Cash management services; Managing agent services namely for obtaining and reporting and maintaining corporate records, corporate documents, and corporate filings; Charitable and philanthropic foundation services;
First Use Date in General
01st Dec 2024
First Use Date in Commerce
01st Dec 2024
Class [035]
Advertising, Business & Retail Services
Financial consultation services in the nature of providing strategic guidance and planning in connection with investment opportunities, both public and private, in the nature of complex acquisitions, restructuring and disposition
First Use Date in General
01st Dec 2024
First Use Date in Commerce
01st Dec 2024
Mark Details
Serial Number
No 98410275
Mark Type
No Service Mark
Attorney Docket Number
No 0020785.0011
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 |
|---|---|
| 08th Dec 2024 | AMENDMENT TO USE PROCESSING COMPLETE |
| 08th Dec 2024 | USE AMENDMENT FILED |
| 08th Dec 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 08th Dec 2024 | TEAS AMENDMENT OF USE RECEIVED |
| 30th Nov 2024 | ASSIGNED TO EXAMINER |
| 09th Sep 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 09th Sep 2024 | NON-FINAL ACTION WRITTEN |
| 09th Sep 2024 | NON-FINAL ACTION E-MAILED |
| 04th Sep 2024 | ASSIGNED TO EXAMINER |
| 24th Jun 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |