record initialized not assigned to examiner
on 18 Nov 2024
Last Applicant/ Owned by
190 SE 5th Ave., Apt. 575
Delray Beach
US
FL
33483
Serial Number
98858378 filed on 18th Nov 2024
Registration Number
N/A
Correspondent Address
Delray Beach, FL 33483
United States
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Comprehensive financial planning services tailored to high-net-worth individuals and families. We specialize in creating personalized wealth management strategies that encompass investment planning, estate and legacy planning, tax optimization, charitable giving, and risk management. Our services also include conducting family workshops to facilitate multi-generational wealth transfer and philanth Read More
Comprehensive financial planning services tailored to high-net-worth individuals and families. We specialize in creating personalized wealth management strategies that encompass investment planning, estate and legacy planning, tax optimization, charitable giving, and risk management. Our services also include conducting family workshops to facilitate multi-generational wealth transfer and philanthropic endeavors.
N/A
N/A
No 98858378
No Service Mark
No
No
No
No
No
No
No
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No
Status Date | Action Taken |
---|---|
18th Nov 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
18th Nov 2024 | NEW APPLICATION ENTERED |