record initialized not assigned to examiner
on 18 Jun 2024
Last Applicant/ Owned by
Suite 300 S
Birmingham
AL
35243
Serial Number
98607476 filed on 18th Jun 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 fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management serv Read More
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, 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; estate planning consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services.
05th Apr 2024
05th Apr 2024
No 98607476
No Service Mark
No DFPF24401US3
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
18th Jun 2024 | NEW APPLICATION ENTERED |