on 17 Dec 2024
Last Applicant/ Owned by
Suite 300 S
Birmingham
AL
35243
Serial Number
98502602 filed on 16th Apr 2024
Registration Number
N/A
Correspondent Address
B. Anna McCoy
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial services, namely, investment of funds for others and estate settlement services: Financial services in the nature of an investment security; Financial services, namely, wealth management services; financial planning consulting relating to investments and wealth management; Financial investment services, namely, financial asset management, cash flow management, investment consultation, an Read More
Financial services, namely, investment of funds for others and estate settlement services: Financial services in the nature of an investment security; Financial services, namely, wealth management services; financial planning consulting relating to investments and wealth management; Financial investment services, namely, financial asset management, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; Financial consultancy for estate planning; financial planning consulting relating to investments and wealth management for retirement plans, endowments and foundations; Financial services, namely, advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; Financial investment advisory services, namely, Registered Investment Advisor (RIA) services
05th Apr 2024
05th Apr 2024
No 98502602
No Service Mark
No DFP23431US36
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
17th Dec 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
17th Dec 2024 | PUBLISHED FOR OPPOSITION |
11th Dec 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
21st Nov 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
19th Nov 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
19th Nov 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
19th Nov 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
30th Oct 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
30th Oct 2024 | NON-FINAL ACTION WRITTEN |
30th Oct 2024 | NON-FINAL ACTION E-MAILED |