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LIBERTY WEALTH ADVISORS
Live/Registered
REGISTERED

on 25 Jan 2022

Last Applicant/ Owned by

707 Summer Street

Stamford

CT

06901

Serial Number

90564953 filed on 08th Mar 2021

Registration Number

6627781 registered on 25th Jan 2022

in the Principal Register

Correspondent Address

Craig M. Scott

CRAIG M. SCOTT

28 STATE STREET

BOSTON, MA 02109

Filing Basis

1. use application currently

Disclaimer

NO DATA

LIBERTY WEALTH ADVISORS

Estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Investment management

Classification Information


Class [036]
Insurance & Financial Services


Estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Investment management


First Use Date in General

01st Sep 2012

First Use Date in Commerce

01st Sep 2012

Mark Details


Serial Number

No 90564953

Mark Type

No Service Mark

Attorney Docket Number

No 071225-

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


Show more

Status DateAction Taken
25th Jan 2022REGISTERED-PRINCIPAL REGISTER
09th Nov 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09th Nov 2021PUBLISHED FOR OPPOSITION
20th Oct 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01st Oct 2021EXAMINER'S AMENDMENT ENTERED
01st Oct 2021APPROVED FOR PUB - PRINCIPAL REGISTER
01st Oct 2021NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
01st Oct 2021EXAMINERS AMENDMENT -WRITTEN
01st Oct 2021EXAMINERS AMENDMENT E-MAILED
29th Sep 2021ASSIGNED TO EXAMINER