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COFO
Live/Registered
REGISTERED

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

in the Principal Register

Correspondent Address

F. Emmett Weindruch

F. Emmett Weindruch Holland & Knight LLP

Charlotte, NC 28203

United States

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

COFO

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

Classification Information


Class [041]
Education and Entertainment Services


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


First Use Date in General

06th Dec 2022

First Use Date in Commerce

06th Dec 2022

Class [036]
Insurance & Financial Services


Investment advisory services; Financial services, namely, wealth management services; Financial asset management; Financial consultancy services concerning family governance


First Use Date in General

06th Dec 2022

First Use Date in Commerce

06th Dec 2022

Mark Details


Serial Number

No 90333742

Mark Type

No Service Mark

Attorney Docket Number

No

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


Show more

Status DateAction Taken
26th Apr 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
26th Apr 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
26th Apr 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
26th Apr 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
26th Apr 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
25th Jan 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
25th Jan 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
25th Jan 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
25th Jan 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
28th Dec 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED