SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
accepted and acknowledged
on 02 Dec 2021
Last Applicant/ Owned by
130 Matthews Station Street
Matthews
NC
28105
Serial Number
85737382 filed on 25th Sep 2012
Registration Number
4675781 registered on 20th Jan 2015
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Logo Mark Trademark Information
Tax and taxation planning, advice, information and consultancy services and outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services Financial and investment services, namely, wealth management services, financial portfolio management, investment advice, investment management, investment consultation and investment of funds for others, operation, adminis Read More
Classification Information
Class [036]
Insurance & Financial Services
Financial and investment services, namely, wealth management services, financial portfolio management, investment advice, investment management, investment consultation and investment of funds for others, operation, administration and management of investment funds, hedge funds, and commodity pools, trading of securities for others; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate planning; and estate trust planning and family office services, namely, financial planning and investment advisory services tailored to wealthy families
First Use Date in General
19th Sep 2014
First Use Date in Commerce
19th Sep 2014
Class [035]
Advertising, Business & Retail Services
Tax and taxation planning, advice, information and consultancy services and outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services
First Use Date in General
19th Sep 2014
First Use Date in Commerce
19th Sep 2014
Mark Details
Serial Number
No 85737382
Mark Type
No Service Mark
Attorney Docket Number
No 9678-8
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Design Code(s)
03.15.07 -
Owls
03.15.24 -
Stylized birds and bats
03.17.16 -
Heads of birds
03.17.25 -
Other parts of birds
Legal History
| Status Date | Action Taken |
|---|---|
| 20th Jan 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 02th Dec 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 02th Dec 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 01st Dec 2021 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| 07th Jun 2021 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| 20th Apr 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 31st Dec 2020 | TEAS SECTION 8 & 15 RECEIVED |
| 20th Jan 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 20th Jan 2015 | REGISTERED-PRINCIPAL REGISTER |
| 17th Dec 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |