record initialized not assigned to examiner
on 22 Jul 2024
Last Applicant/ Owned by
Suite 516
Doylestown
PA
18901
Serial Number
98659234 filed on 21st Jul 2024
Registration Number
N/A
Correspondent Address
Suite 516
Doylestown, PA 18901
United States
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial management in the field of investment portfolios; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Management of portfolios comprising securities; Management of portfolios of transferable sec Read More
Financial management in the field of investment portfolios; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios
01st Jan 2022
01st Jan 2022
No 98659234
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
22nd Jul 2024 | NEW APPLICATION ENTERED |