REGISTERED
on 30 Apr 2024
Last Applicant/ Owned by
40 W. Broad Street, Suite 510
Greenville
SC
29601
Serial Number
97864051 filed on 30th Mar 2023
Registration Number
7371988 registered on 30th Apr 2024
Correspondent Address
Jason A. Pittman
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Logo Mark Trademark Information
Financial planning; Financial trust planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and management in the field of investment portfolios; Financial Read More
Classification Information
Class [036]
Insurance & Financial Services
Financial planning; Financial trust planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and management in the field of investment portfolios; Financial services, namely, planning and administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, case or other types of financial investments in retirement plans; Estate planning; Estate trust planning; Estate trust management; Financial services, namely, estate planning and estate settlement services; Financial advice relating to tax; Financial services, namely, coordination within individual accounts, of investment portfolio maintenance, trading, rebalancing, and tax management needs; Financial services, namely, planning and consultation related to tax and estate planning, retirement asset management
First Use Date in General
04th May 2022
First Use Date in Commerce
04th May 2022
Mark Details
Serial Number
No 97864051
Mark Type
No Service Mark
Attorney Docket Number
No PWAL-2-TM
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)
06.01.04 -
Mountains, mountain landscapes
26.09.02 -
Plain single line squares
Legal History
| Status Date | Action Taken |
|---|---|
| 30th Apr 2024 | REGISTERED-PRINCIPAL REGISTER |
| 30th Apr 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 13th Feb 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 13th Feb 2024 | PUBLISHED FOR OPPOSITION |
| 24th Jan 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 08th Jan 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 26th Dec 2023 | ASSIGNED TO EXAMINER |
| 25th Apr 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 22nd Apr 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 03rd Apr 2023 | NEW APPLICATION ENTERED |