NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
record initialized not assigned to examiner
on 19 Dec 2024
Last Applicant/ Owned by
Suite 230
Richmond
VA
23230
Serial Number
98912471 filed on 19th Dec 2024
Registration Number
N/A
Correspondent Address
Zachary D. Cohen, Esq.
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
GODSEY & GIBB WEALTH MANAGEMENT
Tax and taxation planning, advice, information and consultancy services; Tax filing services; Tax preparation Advice on finance during retirement; Fiduciary representatives; Financial advice relating to tax; Financial advisory and consultancy services, namely, providing wealth management services including investment management, tax planning and preparation, and financial planning for affluent in Read More
Classification Information
Class [041]
Education and Entertainment Services
Educational services, namely, conducting seminars in the field of wealth management, economic updates, tax planning, and estate planning; On-line journals, namely, blogs featuring various topics related to wealth management for affluent individuals and families nearing or in retirement; Providing online newsletters in the field of economic updates and various topics related to wealth management for affluent individuals and families nearing or in retirement via e-mail
First Use Date in General
30th Jun 2011
First Use Date in Commerce
30th Jun 2011
Class [036]
Insurance & Financial Services
Advice on finance during retirement; Fiduciary representatives; Financial advice relating to tax; Financial advisory and consultancy services, namely, providing wealth management services including investment management, tax planning and preparation, and financial planning for affluent individuals and families nearing or in retirement; Financial advisory services; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial planning, namely, creating personalized financial strategies for achieving long-term goals and maintaining financial security throughout retirement; Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Investment management; Management of portfolios comprising securities; Monitoring financial markets for investment purposes; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of estate planning for affluent individuals and families
First Use Date in General
30th Jun 2011
First Use Date in Commerce
30th Jun 2011
Class [035]
Advertising, Business & Retail Services
Tax and taxation planning, advice, information and consultancy services; Tax filing services; Tax preparation
First Use Date in General
30th Apr 2017
First Use Date in Commerce
30th Apr 2017
Mark Details
Serial Number
No 98912471
Mark Type
No Service Mark
Attorney Docket Number
No 1262-031
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 |
|---|---|
| 19th Dec 2024 | NEW APPLICATION ENTERED |