on 28 May 2024
Last Applicant/ Owned by
40 W. Broad Street, Suite 510
Greenville
SC
29601
Serial Number
97864027 filed on 30th Mar 2023
Registration Number
7396727 registered on 28th May 2024
Correspondent Address
Jason A. Pittman
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial planning; Financial trust planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and management in the field of investment portfolios; Financial Read More
Financial planning; Financial trust planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and management in the field of investment portfolios; Financial services, namely, planning and administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, case or other types of financial investments in retirement plans; Estate planning; Estate trust planning; Estate trust management; Financial services, namely, estate planning and estate settlement services; Financial advice relating to tax; Financial services, namely, coordination within individual accounts, of investment portfolio maintenance, trading, rebalancing, and tax management needs; Financial services, namely, planning and consultation related to tax and estate planning, retirement asset management
04th May 2022
04th May 2022
No 97864027
No Service Mark
No PWAL-1-TM
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
28th May 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
28th May 2024 | REGISTERED-PRINCIPAL REGISTER |
12th Mar 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
12th Mar 2024 | PUBLISHED FOR OPPOSITION |
21st Feb 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
21st Feb 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
01st Feb 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
17th Jan 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
17th Jan 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
17th Jan 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |