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GLASS JACOBSON WEALTH ADVISORS
Live/Registered
REGISTERED

on 01 Aug 2023

Last Applicant/ Owned by

10711 Red Run Boulevard

Owings Mills

MD

21117

Serial Number

97452174 filed on 10th Jun 2022

Registration Number

7125278 registered on 01st Aug 2023

in the Principal Register

Correspondent Address

Jonathan R. Wachs

Jonathan R. Wachs

SUITE 2900

8850 STANFORD BOULEVARD

COLUMBIA MD 21045

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

GLASS JACOBSON WEALTH ADVISORS

Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration; Financial administration of retirement plans; Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retir Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration; Financial administration of retirement plans; Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retirement plan administration; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services


First Use Date in General

08th Jun 2022

First Use Date in Commerce

08th Jun 2022

Specimens


GLASS JACOBSON WEALTH ADVISORS specimen

Mark Details


Serial Number

No 97452174

Mark Type

No Service Mark

Attorney Docket Number

No 00011351.003

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
01st Aug 2023REGISTERED-PRINCIPAL REGISTER
01st Aug 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
16th May 2023PUBLISHED FOR OPPOSITION
16th May 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
26th Apr 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12th Apr 2023EXAMINERS AMENDMENT -WRITTEN
12th Apr 2023EXAMINERS AMENDMENT E-MAILED
12th Apr 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
12th Apr 2023EXAMINER'S AMENDMENT ENTERED
12th Apr 2023APPROVED FOR PUB - PRINCIPAL REGISTER