on 28 Mar 2023
Last Applicant/ Owned by
5970 Fairview Road, Suite 705
Charlotte
NC
28210
Serial Number
90333742 filed on 20th Nov 2020
Registration Number
7013052 registered on 28th Mar 2023
Correspondent Address
F. Emmett Weindruch
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Investment advisory services; Financial services, namely, wealth management services; Financial asset management; Financial consultancy services concerning family governance Education services, namely, conducting seminars and workshops in the field of investment advisory, wealth management, financial asset management, charitable giving, family governance, and tax preparation and distribution of c Read More
Education services, namely, conducting seminars and workshops in the field of investment advisory, wealth management, financial asset management, charitable giving, family governance, and tax preparation and distribution of course materials in connection therewith
06th Dec 2022
06th Dec 2022
Investment advisory services; Financial services, namely, wealth management services; Financial asset management; Financial consultancy services concerning family governance
06th Dec 2022
06th Dec 2022
No 90333742
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
26th Apr 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
26th Apr 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
26th Apr 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
26th Apr 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
26th Apr 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
25th Jan 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
25th Jan 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
25th Jan 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
25th Jan 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
28th Dec 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |