REGISTERED
on 15 Oct 2024
Last Applicant/ Owned by
3953 Maple Avenue, Suite 250
Dallas
TX
75219
Serial Number
98065258 filed on 29th Jun 2023
Registration Number
7539299 registered on 15th Oct 2024
Correspondent Address
Sean C. Fifield
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
GROUNDED IN PARTNERSHIP. GUIDED BY OPPORTUNITY.
Preparation of financial reports for others, namely, provision of consolidated reports concerning investment performance Investment advisory services; financial services, namely, wealth management services and family office wealth and investment management services for wealthy families; financial portfolio management; financial risk management; investment management; financial asset management; f Read More
Classification Information
Class [036]
Insurance & Financial Services
Investment advisory services; financial services, namely, wealth management services and family office wealth and investment management services for wealthy families; financial portfolio management; financial risk management; investment management; financial asset management; financial planning; investment advice; investment consultation
First Use Date in General
23rd Oct 2023
First Use Date in Commerce
23rd Oct 2023
Class [035]
Advertising, Business & Retail Services
Preparation of financial reports for others, namely, provision of consolidated reports concerning investment performance
First Use Date in General
23rd Oct 2023
First Use Date in Commerce
23rd Oct 2023
Mark Details
Serial Number
No 98065258
Mark Type
No Service Mark
Attorney Docket Number
No 0108037.4001
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 |
|---|---|
| 15th Oct 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 15th Oct 2024 | REGISTERED-PRINCIPAL REGISTER |
| 11th Sep 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 11th Sep 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 21st Aug 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| 21st Aug 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 26th Jun 2024 | USE AMENDMENT FILED |
| 26th Jun 2024 | TEAS STATEMENT OF USE RECEIVED |
| 21st Jun 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 21st Jun 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |