NEW APPLICATION - ASSIGNED TO EXAMINER
assigned to examiner
on 30 Dec 2024
Last Applicant/ Owned by
1000 Health Park Drive, Suite 400
Brentwood
TN
37027
Serial Number
98639481 filed on 09th Jul 2024
Registration Number
N/A
Correspondent Address
Samantha N. Skains-Menchaca
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
BLUEPRINT FOR TRUE RICHES
Business succession planning and assessment; business consulting services in the fields of succession planning and assessment, tax planning and assessment, and business capitalization and business plan development and assessment; developing, assessment, and managing the charitable giving programs of others; tax preparation, planning, and assessment services; business consulting and advisory servic Read More
Classification Information
Class [036]
Insurance & Financial Services
Financial services, namely, trust company services; professional fiduciary representative services; investment counseling, planning, and assessment services; insurance consultation, planning, and assessment services; financial analysis, planning, consultation, and management services; estate planning and assessment; financial planning and assessment for retirement and succession; investment management and consultation services; financial custody services, namely, planning and assessment of maintaining possession of financial assets for others for financial management purposes; financial portfolio management, planning, and assessment; financial services, namely, coordination, planning, and assessment within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; bill payment consultation, planning, and assessment services; financial concierge consultation, planning, and assessment services; consulting, planning, and assessment services in the field of monetary philanthropic and charitable giving; financial investment analysis, planning, and assessment; information, advisory, consultancy, planning, assessment, and research services relating to finance and investments; providing information, planning, assessment, and research in the field of finance and financial investments; investment banking consultation, planning, and assessment services; institutional investment advisory, planning, and assessment services; institutional consulting services, namely, investment advisory, planning, and assessment services, investment advice, planning, and assessment in the field of retirement; and employee financial planning and assessment advisory services
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [035]
Advertising, Business & Retail Services
Business succession planning and assessment; business consulting services in the fields of succession planning and assessment, tax planning and assessment, and business capitalization and business plan development and assessment; developing, assessment, and managing the charitable giving programs of others; tax preparation, planning, and assessment services; business consulting and advisory services for institutions
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98639481
Mark Type
No Service Mark
Attorney Docket Number
No 301619401113
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 |
|---|---|
| 30th Dec 2024 | ASSIGNED TO EXAMINER |
| 08th Oct 2024 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| 08th Oct 2024 | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| 09th Aug 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 09th Aug 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 09th Aug 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 09th Jul 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 09th Jul 2024 | NEW APPLICATION ENTERED |