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NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 09 Jul 2024

Last Applicant/ Owned by

20 N. Wacker Dr., #1416

Chicago

IL

60603

Serial Number

98638792 filed on 09th Jul 2024

Registration Number

N/A

Correspondent Address

Matthew Wilson

Matthew Wilson FisherZucker

Philadelphia, PA 19103

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

MICRO TO MACRO

Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity Read More

Classification Information


Class [036]
Insurance & Financial Services


Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Mutual fund investment; Mutual funds and capital investment; Securities trading and investing services for others via the internet; Trust services, namely, investment and trust company services


First Use Date in General

28th Jun 2012

First Use Date in Commerce

28th Jun 2012

Specimens


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Mark Details


Serial Number

No 98638792

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
09th Jul 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09th Jul 2024NEW APPLICATION ENTERED