REGISTERED
on 24 Mar 2020
Last Applicant/ Owned by
6210 Ardrey Kell Road, Suite 300
Charlotte
NC
28277
Serial Number
88420814 filed on 08th May 2019
Registration Number
6020767 registered on 24th Mar 2020
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
GOALS-BASED PLANNING
Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment options, portfolio allocations, assets, and long-term goals Providing a web-based service featuring technology that enables users to receive financial planning, consulting, and investment analysis
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing a web-based service featuring technology that enables users to receive financial planning, consulting, and investment analysis
First Use Date in General
21st Jan 2020
First Use Date in Commerce
21st Jan 2020
Class [036]
Insurance & Financial Services
Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment options, portfolio allocations, assets, and long-term goals
First Use Date in General
21st Jan 2020
First Use Date in Commerce
21st Jan 2020
Mark Details
Serial Number
No 88420814
Mark Type
No Service Mark
Attorney Docket Number
No 10700.0008.1
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 |
|---|---|
| 08th Dec 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 24th Mar 2020 | REGISTERED-SUPPLEMENTAL REGISTER |
| 18th Feb 2020 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 10th Feb 2020 | ASSIGNED TO LIE |
| 31st Jan 2020 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| 30th Jan 2020 | USE AMENDMENT ACCEPTED |
| 30th Jan 2020 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 29th Jan 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 29th Jan 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 29th Jan 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |