record initialized not assigned to examiner
on 20 Aug 2024
Last Applicant/ Owned by
1 California Street, Suite 400
San Francisco
CA
94111
Serial Number
98707733 filed on 20th Aug 2024
Registration Number
N/A
Correspondent Address
Camille M. Miller
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, and bill paying; tax advisory services; Financial records management; tax and taxation planning, advice, information and consultancy services; business succession planning; business acquisition and merger consultation; administration, billing and reconciliation of accounts on behalf of others; tax consu Read More
Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial planning and investment advisory services; financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; estate planning; financial administration of individual and family trusts and investment portfolios; financial consultation; financial portfolio management; bill payment services; cash management; philanthropic services, namely, providing grant administration for non-profit organizations, educational institutions, and other community organizations and consultation related thereto; financial trust administration relating to grant-making and tax compliance for private foundations; fiduciary and financial custodian representative services; strategic financial governance consulting and advisory services; estate planning and structuring services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
N/A
N/A
Business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, and bill paying; tax advisory services; Financial records management; tax and taxation planning, advice, information and consultancy services; business succession planning; business acquisition and merger consultation; administration, billing and reconciliation of accounts on behalf of others; tax consultation; records management services, namely, document indexing for others in the field of estate structuring; business administration services, namely, regulatory submission management in the nature of organizing, filing, and communicating financial and investment regulatory compliance documents and reports; accounting services
N/A
N/A
No 98707733
No Service Mark
No 00376830
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
20th Aug 2024 | NEW APPLICATION ENTERED |