NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
record initialized not assigned to examiner
on 22 Aug 2024
Last Applicant/ Owned by
2407 SE Delaware Ave, #1106
Ankeny
IA
50021
Serial Number
98711987 filed on 22nd Aug 2024
Registration Number
N/A
Correspondent Address
Kellianne C Jones
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
MODERN FAMILY OFFICE
Tax and taxation planning, advice, information and consultancy services Consulting in the field of finance; Financial management; Financial management in the field of budgeting and debt analysis, goal setting and planning, investment portfolio optimization, insurance and risk management, tax planning and efficiency, retirement and legacy planning, business revenue model review, business cash flow Read More
Classification Information
Class [036]
Insurance & Financial Services
Consulting in the field of finance; Financial management; Financial management in the field of budgeting and debt analysis, goal setting and planning, investment portfolio optimization, insurance and risk management, tax planning and efficiency, retirement and legacy planning, business revenue model review, business cash flow analysis, business exit planning, tax planning, travel planning, employee benefits review, insurance reviews and planning, determining and managing risk tolerance, monitoring market conditions and portfolio performance, and personal CFO (Chief Financial Officer) services; Financial planning, namely, budgeting and debt analysis, goal setting and planning, investment portfolio optimization, insurance and risk management, tax planning and efficiency, retirement and legacy planning, business revenue model review, business cash flow analysis, business exit planning, tax planning, travel planning, employee benefits review, insurance reviews and planning, determining and managing risk tolerance, and monitoring market conditions and portfolio performance; Investment consultation; Investment risk assessment services; Monitoring financial markets for investment purposes; Consultancy services relating to insurance; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial portfolio analysis services; Financial risk management; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, budgeting and debt analysis, goal setting and planning, investment portfolio optimization, insurance and risk management, tax planning and efficiency, retirement and legacy planning, business revenue model review, business cash flow analysis, business exit planning, tax planning, travel planning, employee benefits review, insurance reviews and planning, determining and managing risk tolerance, and monitoring market conditions and portfolio performance; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of finance via a website; Providing information regarding financial investment strategies
First Use Date in General
01st Sep 2022
First Use Date in Commerce
01st Sep 2022
Class [035]
Advertising, Business & Retail Services
Tax and taxation planning, advice, information and consultancy services
First Use Date in General
01st Sep 2022
First Use Date in Commerce
01st Sep 2022
Mark Details
Serial Number
No 98711987
Mark Type
No Service Mark
Attorney Docket Number
No BM-03
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 Date | Action Taken |
|---|---|
| 22nd Aug 2024 | NEW APPLICATION ENTERED |