accepted and acknowledged
on 11 Apr 2024
Last Applicant/ Owned by
18851 NE 29th Avenue
Aventura
FL
33180
Serial Number
86754697 filed on 11th Sep 2015
Registration Number
5563363 registered on 18th Sep 2018
Correspondent Address
Jessica L. Rothstein
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial services, namely, investment fund transfer and transaction services, brokerage in the field of investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate plannin Read More
Financial services, namely, investment fund transfer and transaction services, brokerage in the field of investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management all of the foregoing expressly excludes financial services software, technology solutions, reporting systems, platforms, portals, and robo advisors
04th Sep 2015
04th Sep 2015
No 86754697
No Service Mark
No 155277393496
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
11th Apr 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
11th Apr 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
11th Apr 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
16th Oct 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
16th Oct 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
16th Oct 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
16th Oct 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
16th Oct 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
16th Oct 2023 | TEAS SECTION 8 & 15 RECEIVED |
18th Sep 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |