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ADVISOR FORUM
Live/Pending
NON-FINAL ACTION - MAILED

final action

on 01 Nov 2024

Last Applicant/ Owned by

650 Newport Center Drive

Newport Beach

CA

92660

Serial Number

98503659 filed on 16th Apr 2024

Registration Number

N/A

Correspondent Address

Perry J. Viscounty

Perry J. Viscounty LATHAM & WATKINS LLP

Costa Mesa, CA 92626

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

ADVISOR FORUM

Investment consulting; financial services, namely, investment management, investment advice, funds investment, investment consultation and investment of funds for others; financial planning for retirement; investment advice in the fields of finance and retirement; investment management in the field of retirement; financial planning for retirement, namely, providing a framework for financial and re Read More

Classification Information


Class [036]
Insurance & Financial Services


Investment consulting; financial services, namely, investment management, investment advice, funds investment, investment consultation and investment of funds for others; financial planning for retirement; investment advice in the fields of finance and retirement; investment management in the field of retirement; financial planning for retirement, namely, providing a framework for financial and retirement planning, providing outcome-oriented financial advice; financial advice, namely, providing a framework for financial planning and retirement in the nature of decumulation, and spending down in retirement


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98503659

Mark Type

No Service Mark

Attorney Docket Number

No 034860-49

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 DateAction Taken
01st Nov 2024NON-FINAL ACTION WRITTEN
01st Nov 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
01st Nov 2024NON-FINAL ACTION E-MAILED
30th Oct 2024ASSIGNED TO EXAMINER
16th Apr 2024NEW APPLICATION ENTERED
16th Apr 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED