tm logo
FOLLOW THE INSIGHT
Live/Pending
PUBLICATION/ISSUE REVIEW COMPLETE

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

Angela Cook Wilcox Wilcox IP, PC

Chicago, IL 60606

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

FOLLOW THE INSIGHT

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

Classification Information


Class [036]
Insurance & Financial Services


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


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98437153

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


Show more

Status DateAction Taken
14th Nov 2024APPROVED FOR PUB - PRINCIPAL REGISTER
31st Oct 2024ASSIGNED TO EXAMINER
21st Oct 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
21st Oct 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
21st Oct 2024TEAS/EMAIL CORRESPONDENCE ENTERED
01st Oct 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
01st Oct 2024NON-FINAL ACTION WRITTEN
01st Oct 2024NON-FINAL ACTION E-MAILED
19th Sep 2024ASSIGNED TO EXAMINER
08th Mar 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED