on 20 Nov 2024
Last Applicant/ Owned by
1415 Vantage Park Drive 3rd Floor
Charlotte
NC
28203
Serial Number
98437153 filed on 06th Mar 2024
Registration Number
N/A
Correspondent Address
Angela Cook Wilcox
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Financial services, namely, investment advice, investment management, investment consultation services; financial services, namely, wealth management services, investment management services, investment advisory services relating to buying and selling of investments; financial asset management services, financial portfolio management services, financial planning services, equity capital investment Read More
Financial services, namely, investment advice, investment management, investment consultation services; financial services, namely, wealth management services, investment management services, investment advisory services relating to buying and selling of investments; financial asset management services, financial portfolio management services, financial planning services, equity capital investment services, cash management account services, financial risk management advisory services, individual retirement account services and brokerage services in the fields of stocks, bonds, options, mutual funds, exchange traded funds (ETFs), commodities, futures and securities; financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; private placements of hedge funds, private equity funds, securities and derivatives for others; Providing information and advice in the field of finance, financial investments, financial valuation and the financial aspects of retirement; Financial portfolio management services, namely, a total portfolio offering consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development
N/A
N/A
No 98437153
No Service Mark
No
No
No
No
No
No
No
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No
Status Date | Action Taken |
---|---|
14th Nov 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
31st Oct 2024 | ASSIGNED TO EXAMINER |
21st Oct 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
21st Oct 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
21st Oct 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
01st Oct 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
01st Oct 2024 | NON-FINAL ACTION WRITTEN |
01st Oct 2024 | NON-FINAL ACTION E-MAILED |
19th Sep 2024 | ASSIGNED TO EXAMINER |
08th Mar 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |