REGISTERED
on 24 Dec 2024
Last Applicant/ Owned by
10 Post Office Square
Boston
MA
02109
Serial Number
98387496 filed on 01st Feb 2024
Registration Number
7620238 registered on 24th Dec 2024
Correspondent Address
B. Anna McCoy
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Logo Mark Trademark Information
Wealth management services; Financial planning advice relating to investments and wealth management; Investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; Financial advisory and consultancy services; Financial advisory and consultancy services for individuals and families for financial wealth planning purposes; E Read More
Classification Information
Class [036]
Insurance & Financial Services
Wealth management services; Financial planning advice relating to investments and wealth management; Investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; Financial advisory and consultancy services; Financial advisory and consultancy services for individuals and families for financial wealth planning purposes; Estate planning consultation; Financial trust and estate administration services; Financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; Investment management of retirement plans, management of endowments funds and financial management of foundations, and providing financial advice regarding the foregoing services; Financial planning for retirement, business transition, education, estate planning, and charitable giving; Investment advisory services, namely, Registered Investment Advisor (RIA) services
First Use Date in General
04th Dec 2023
First Use Date in Commerce
04th Dec 2023
Mark Details
Serial Number
No 98387496
Mark Type
No Service Mark
Attorney Docket Number
No DFP24403US
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)
26.01.04 -
Circles with two breaks or divided in the middle
26.05.03 -
Incomplete triangles (must have two angles)
26.17.01 -
Straight line(s), band(s) or bar(s)
26.17.06 -
Diagonal line(s), band(s) or bar(s)
Legal History
| Status Date | Action Taken |
|---|---|
| 24th Dec 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 24th Dec 2024 | REGISTERED-PRINCIPAL REGISTER |
| 22nd Oct 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 22nd Oct 2024 | PUBLISHED FOR OPPOSITION |
| 02th Oct 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 17th Sep 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 13th Sep 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 13th Sep 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 13th Sep 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 17th Jul 2024 | NON-FINAL ACTION E-MAILED |