on 24 Sep 2024
Last Applicant/ Owned by
200 Biscayne Blvd Way
Miami
FL
33131
Serial Number
98067685 filed on 30th Jun 2023
Registration Number
7511564 registered on 24th Sep 2024
Correspondent Address
B. Anna McCoy
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Cash flow management being accounting services; Business risk management consultation Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation being investment ma Read More
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation being investment management, cash 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 risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
29th Jun 2023
29th Jun 2023
Cash flow management being accounting services; Business risk management consultation
N/A
N/A
No 98067685
No Service Mark
No DFP23415US
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
24th Sep 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
24th Sep 2024 | REGISTERED-PRINCIPAL REGISTER |
09th Jul 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
09th Jul 2024 | PUBLISHED FOR OPPOSITION |
19th Jun 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
05th Jun 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
04th Jun 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
04th Jun 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
04th Jun 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
14th Mar 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |