REGISTERED
on 15 Jan 2019
Last Applicant/ Owned by
5058 Grand Ridge Drive
West Des Moines
IA
50265
Serial Number
87726008 filed on 19th Dec 2017
Registration Number
5658130 registered on 15th Jan 2019
Correspondent Address
Joshua J. Conley
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
FINANCIAL SECURITY METHOD
Financial planning; Financial planning and investment advisory services; 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 advice, name Read More
Classification Information
Class [036]
Insurance & Financial Services
Financial planning; Financial planning and investment advisory services; 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 advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial trust planning
First Use Date in General
01st Jan 2012
First Use Date in Commerce
01st Jan 2012
Mark Details
Serial Number
No 87726008
Mark Type
No Service Mark
Attorney Docket Number
No T62381US0
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 |
|---|---|
| 15th Jan 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 08th Sep 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 08th Sep 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 08th Sep 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 08th Sep 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 08th Sep 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 08th Sep 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 04th Dec 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 04th Dec 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 04th Dec 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |