REGISTERED
on 03 Dec 2024
Last Applicant/ Owned by
6210 Ardrey Kell Road, Suite 300
Charlotte
NC
28277
Serial Number
88901346 filed on 05th May 2020
Registration Number
7591775 registered on 03rd Dec 2024
Correspondent Address
Matthew L. Jamison
Filing Basis
1. intent to use
Disclaimer
NO DATA
EXPECTATIONAL CERTAINTY
Providing a web-based service featuring technology that enables users to receive financial planning, consulting, and investment analysis Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment options, portfolio allocations, assets, and long-term goals
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing a web-based service featuring technology that enables users to receive financial planning, consulting, and investment analysis
First Use Date in General
29th Jun 2023
First Use Date in Commerce
29th Jun 2023
Class [036]
Insurance & Financial Services
Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment options, portfolio allocations, assets, and long-term goals
First Use Date in General
29th Jun 2023
First Use Date in Commerce
29th Jun 2023
Mark Details
Serial Number
No 88901346
Mark Type
No Service Mark
Attorney Docket Number
No 10700.0013.1
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 |
|---|---|
| 03rd Dec 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 03rd Dec 2024 | REGISTERED-SUPPLEMENTAL REGISTER |
| 22nd Oct 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 22nd Oct 2024 | ALLOWED SUPPLEMENTAL REGISTER - SOU ACCEPTED |
| 09th Nov 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 09th Nov 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 09th Nov 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 04th Nov 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 04th Nov 2023 | NON-FINAL ACTION E-MAILED |
| 04th Nov 2023 | SU - NON-FINAL ACTION - WRITTEN |