REGISTERED
on 17 Jul 2018
Last Applicant/ Owned by
2640 GOLDEN GATE PARKWAY
NAPLES
FL
34105
Serial Number
87762745 filed on 19th Jan 2018
Registration Number
5521488 registered on 17th Jul 2018
Correspondent Address
RICHARD L MORRIS JR ESQ
Filing Basis
1. use application currently
Disclaimer
NO DATA
FAMILY WEALTH CURATION
Financial portfolio management; Management of portfolios comprising securities; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, generational wealth transfer and preservation; Providing information and advice in the field of finance, financial investments, financia Read More
Classification Information
Class [036]
Insurance & Financial Services
Financial portfolio management; Management of portfolios comprising securities; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, generational wealth transfer and preservation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Estate planning; Estate trust management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment in the field of insurance and retirement; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, estate settlement services
First Use Date in General
31st Aug 2017
First Use Date in Commerce
31st Aug 2017
Mark Details
Serial Number
No 87762745
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 |
|---|---|
| 16th Nov 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 16th Nov 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 16th Nov 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 17th Jul 2018 | REGISTERED-SUPPLEMENTAL REGISTER |
| 12th Jun 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 08th Jun 2018 | ASSIGNED TO LIE |
| 29th May 2018 | EXAMINER'S AMENDMENT ENTERED |
| 29th May 2018 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 29th May 2018 | EXAMINERS AMENDMENT E-MAILED |
| 29th May 2018 | EXAMINERS AMENDMENT -WRITTEN |