issued
on 24 Sep 2024
Last Applicant/ Owned by
27200 Agoura Road, Suite 200
Calabasas
CA
91301
Serial Number
98075966 filed on 07th Jul 2023
Registration Number
N/A
Correspondent Address
Pattric J. Rawlins
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning; Mutual fund investment services; Retirement fund investment services; Investment management services; Providing personalized financial consulting in the nature of providing financial inves Read More
Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Arranging and conducting online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing online publications in the nature of online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing online publications in the nature of blogs in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing on-line newsletters in the field of financial services and wealth management
N/A
N/A
Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning; Mutual fund investment services; Retirement fund investment services; Investment management services; Providing personalized financial consulting in the nature of providing financial investment information, investment account financial management and securities brokerage services; Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning; Providing personalized financial consulting in the nature of investment information, investment account financial management and securities brokerage services; Financial services, namely, wealth management services; Financial planning; Financial advice, namely, budget planning; Financial portfolio management
N/A
N/A
No 98075966
No Service Mark
No 12995210US01
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
24th Sep 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
30th Jul 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
30th Jul 2024 | PUBLISHED FOR OPPOSITION |
10th Jul 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
25th Jun 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
24th Jun 2024 | EXAMINERS AMENDMENT -WRITTEN |
24th Jun 2024 | EXAMINER'S AMENDMENT ENTERED |
24th Jun 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
24th Jun 2024 | EXAMINERS AMENDMENT E-MAILED |
20th Jun 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |