on 07 Apr 2020
Last Applicant/ Owned by
1121 Riverchase Office Road
Birmingham
AL
35244
Serial Number
88976413 filed on 02th Oct 2018
Registration Number
6029365 registered on 07th Apr 2020
Correspondent Address
William B. Stewart
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Provision of services to the clients of investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, financial services, namely, investment advisor services; wealth management services; financial asset allocation, cash flow management, investment consultation, and investment management services; financial risk management consultation; financial advisory and con Read More
Provision of services to the clients of investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, financial services, namely, investment advisor services; wealth management services; financial asset allocation, cash flow management, investment consultation, and investment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; support services, namely, financial asset management support for others, financial planning support services; asset management for others via investment portfolio and investment model design and investment portfolio management by trading and rebalancing portfolios, financial planning, estate planning, legacy planning being family heritage, philanthropy, values and wealth, charitable/generosity planning as a financial planning services and impact investing in private and public assets
20th Feb 2019
20th Feb 2019
No 88976413
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
17th Dec 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
17th Dec 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
17th Dec 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
07th Apr 2020 | REGISTERED-PRINCIPAL REGISTER |
21st Jan 2020 | PUBLISHED FOR OPPOSITION |
21st Jan 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
01st Jan 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
14th Dec 2019 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
13th Dec 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
13th Dec 2019 | USE AMENDMENT ACCEPTED |