on 17 Dec 2024
Last Applicant/ Owned by
1512 Wedmore Court SE
Smyrna
GA
30080
Serial Number
97905475 filed on 25th Apr 2023
Registration Number
7616239 registered on 17th Dec 2024
Correspondent Address
Daniel E. Sineway
Daniel E. Sineway MORRIS, MANNING & MARTIN, LLP
1600 ATLANTA FINANCIAL CENTER
ATLANTA, GA 30326
United States
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Software as a service (SaaS) services featuring software for financial planning and private wealth management; software as a service (SaaS) services featuring software for estate planning; software as a service (SaaS) services featuring software for investment advising services; software as a service (SaaS) services featuring an online, non-downloadable dashboard for financial modeling and project Read More
Software as a service (SaaS) services featuring software for financial planning and private wealth management; software as a service (SaaS) services featuring software for estate planning; software as a service (SaaS) services featuring software for investment advising services; software as a service (SaaS) services featuring an online, non-downloadable dashboard for financial modeling and projections
21st Dec 2022
21st Dec 2022
Financial and investment services, namely, private wealth management; financial and investment services, namely, estate planning services; financial and investment services, namely, investment advising services; financial and investment services, namely, financial modeling services; financial and investment services, namely, wealth planning with insurance policies
21st Dec 2022
21st Dec 2022
No 97905475
No Service Mark
No 39815-155555
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
17th Dec 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
17th Dec 2024 | REGISTERED-SUPPLEMENTAL REGISTER |
22nd Nov 2024 | USE AMENDMENT ACCEPTED |
22nd Nov 2024 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
21st Nov 2024 | ASSIGNED TO LIE |
21st Nov 2024 | ASSIGNED TO EXAMINER |
21st Nov 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
21st Nov 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
23rd Sep 2024 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
20th Sep 2024 | USE AMENDMENT FILED |