record initialized not assigned to examiner
on 21 Nov 2024
Last Applicant/ Owned by
11700 Katy Fwy., Ste. 100
Houston
TX
77079
Serial Number
98865654 filed on 21st Nov 2024
Registration Number
N/A
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Business management, including but not limited to, planning, consultancy, advice, analysis, risk management, and business succession planning. Financial management, including but not limited to, advice, planning, investment management, portfolio management, valuations, retirement plan consulting services, asset management, wealth management, 401(k) Rollovers, Planning for Education Funding, 529 P Read More
Financial management, including but not limited to, advice, planning, investment management, portfolio management, valuations, retirement plan consulting services, asset management, wealth management, 401(k) Rollovers, Planning for Education Funding, 529 Plans, UTMAs, Philanthropic Services, Endowments and Foundations, Donor Advised Funds, Estate Planning Strategies, Trust Accounts, Business Planning, Succession Planning, Cash Management, Corporate Retirement Plans, Lending Products, Professional Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Life Insurance, Real Estate, Values-Based Funds, Private Equity, Structured Products, Long/Short Fund, Annuities; financial services providing investment options available for annuities and life insurance; financial consultancy in the field of real estate, financial investment services regarding private and public equity funds; financial services regarding fixed incomes; financial advisory services related to mutual funds, and developing and managing charitable giving; financial advice regarding tax management and estate planning.
01st Apr 2024
02th Apr 2024
Business management, including but not limited to, planning, consultancy, advice, analysis, risk management, and business succession planning.
01st Apr 2024
02th Apr 2024
No 98865654
No Service Mark
No PatrPart 001
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
21st Nov 2024 | NEW APPLICATION ENTERED |