SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
accepted and acknowledged
on 01 Aug 2022
Last Applicant/ Owned by
130 Matthews Station Street
Matthews
NC
28105
Serial Number
85712221 filed on 24th Aug 2012
Registration Number
4874702 registered on 22nd Dec 2015
Correspondent Address
David C. Hall
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
BE WISE
Tax and taxation planning, advice, information and consultancy services; outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services Financial and investment services, namely, wealth management services, financial portfolio management, investment advice, investment management, investment consultation and investment of funds for others, operation, administra Read More
Classification Information
Class [036]
Insurance & Financial Services
Financial and investment services, namely, wealth management services, financial portfolio management, investment advice, investment management, investment consultation and investment of funds for others, operation, administration and management of investment funds, hedge funds, and commodity pools, savings programs for college education, trading of securities for others; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate planning, and estate trust planning; family office services, namely, financial planning and investment advisory services tailored to wealthy families
First Use Date in General
02th Oct 2015
First Use Date in Commerce
02th Oct 2015
Class [035]
Advertising, Business & Retail Services
Tax and taxation planning, advice, information and consultancy services; outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services
First Use Date in General
02th Oct 2015
First Use Date in Commerce
02th Oct 2015
Mark Details
Serial Number
No 85712221
Mark Type
No Service Mark
Attorney Docket Number
No 9678-7
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 |
|---|---|
| 01st Aug 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 01st Aug 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 22nd Jul 2022 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| 24th Jan 2022 | OFFICE ACTION ISSUED POU1 |
| 11th Jan 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 09th Dec 2021 | TEAS SECTION 8 & 15 RECEIVED |
| 22nd Dec 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 22nd Dec 2015 | REGISTERED-PRINCIPAL REGISTER |
| 19th Nov 2015 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 18th Nov 2015 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |