on 30 Jul 2024
Last Applicant/ Owned by
655 MONTGOMERY STREET, SUITE 1800
SAN FRANCISCO
CA
94111
Serial Number
97848545 filed on 21st Mar 2023
Registration Number
7460114 registered on 30th Jul 2024
Correspondent Address
Jordan A. LaVine
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs Financial retirement p Read More
Software as a service (SAAS) services, namely, hosting software for use by others in connection with the creation, management and administration of financial and investment accounts and programs; providing temporary use of online non-downloadable software for use in connection with the creation, management and administration of financial and investment accounts and programs
22nd Feb 2023
22nd Feb 2023
Educational services, namely, providing online instruction in the field of financial wellness, financial planning, and retirement planning, and distribution of training material in connection therewith
22nd Feb 2023
22nd Feb 2023
Financial retirement plan consulting services; financial administration of retirement plans; financial services, namely, providing information in the field of financial wellness, financial planning, retirement planning, and advisory services
22nd Feb 2023
22nd Feb 2023
No 97848545
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
30th Jul 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
30th Jul 2024 | REGISTERED-PRINCIPAL REGISTER |
14th May 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
14th May 2024 | PUBLISHED FOR OPPOSITION |
24th Apr 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
08th Apr 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
19th Mar 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
19th Mar 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
19th Mar 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
31st Jan 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |