SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
accepted and acknowledged
on 02 Jun 2021
Last Applicant/ Owned by
360 Route 101
Bedford
NH
03110
Serial Number
85273344 filed on 22nd Mar 2011
Registration Number
4696152 registered on 03rd Mar 2015
Correspondent Address
Felicia Altman
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
EIDEARD GROUP
Preparation of reports relating to finance, investments, charitable giving, trusts, estates, and taxes; business advice and information for high net worth individuals and families; tax and taxation planning and advisory services for high net worth individuals and families, namely, state and local tax planning, closely held business tax planning, tax strategy, and tax planning for trusts and estate Read More
Classification Information
Class [036]
Insurance & Financial Services
Investment services for high net worth individuals and families, namely, advice relating to investments, credit and debit control, grants, financing of loans, asset acquisition, consultation, development and management services; investment services for high net worth individuals and families, namely, analysis of investment portfolios; capital investment services for high net worth individuals and families; financial services for high net worth individuals and families, namely, wealth management, asset and investment acquisition, consultation, advice, consultancy and research relating to investments, trusts, investment risks, estate planning, and tax planning, and coordination of investment portfolio maintenance, trading, rebalancing, and tax management needs; provision of information and research in the field of finance, financial investments, trusts, estate planning, charitable giving, tax planning, succession planning, and risk management for high net worth individuals and families; trust services for high net worth individuals and families, namely, investment and trust company services, including trust development, implementation, administration, review, monitoring, and revision; financial risk management for high net worth individuals and families; financial portfolio management for high net worth individuals and families; management of portfolios including securities for high net worth individuals and families; financial investment analysis and stock research for high net worth individuals and families; estate services for high net worth individuals and families, namely, estate planning, review and monitoring of estate plans, administration of estate plans, and development and communication of wealth transfer objectives; trust management for high net worth individuals and families, and trust planning; financial consulting services in the field of planned giving to non-profit and charitable organizations on behalf of high net worth individuals and families; financial planning services for high net worth individuals and families, namely, developing and managing charitable giving programs, creation of philanthropic missions, formal giving plans, recipient selection processes, identification and implementation of charitable structures, evaluation of gift effectiveness, philanthropic networking; financial planning services for high net worth individuals and families, namely, succession planning, family governance systems, financial education systems, wealth monitoring, trust and beneficiary monitoring
First Use Date in General
15th Nov 2014
First Use Date in Commerce
15th Nov 2014
Class [035]
Advertising, Business & Retail Services
Preparation of reports relating to finance, investments, charitable giving, trusts, estates, and taxes; business advice and information for high net worth individuals and families; tax and taxation planning and advisory services for high net worth individuals and families, namely, state and local tax planning, closely held business tax planning, tax strategy, and tax planning for trusts and estates; business succession planning for high net worth individuals and families; tax assessment for high net worth individuals and families
First Use Date in General
15th Nov 2014
First Use Date in Commerce
15th Nov 2014
Mark Details
Serial Number
No 85273344
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
| Status Date | Action Taken |
|---|---|
| 05th Dec 2024 | TEAS SECTION 8 & 9 RECEIVED |
| 03rd Mar 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 02th Jun 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 02th Jun 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 02th Jun 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 01st Feb 2021 | TEAS SECTION 8 & 15 RECEIVED |
| 03rd Mar 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 03rd Mar 2015 | REGISTERED-PRINCIPAL REGISTER |
| 30th Jan 2015 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 29th Jan 2015 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |