on 24 Dec 2024
Last Applicant/ Owned by
Suite 710
Boston
MA
02109
Serial Number
98311339 filed on 12th Dec 2023
Registration Number
7619623 registered on 24th Dec 2024
Correspondent Address
B. Anna McCoy
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Wealth management services; Financial planning advice relating to investments and wealth management; Investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; Financial advisory and consultancy services; Financial advisory and consultancy services for individuals and families for financial wealth planning purposes; E Read More
Wealth management services; Financial planning advice relating to investments and wealth management; Investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; Financial advisory and consultancy services; Financial advisory and consultancy services for individuals and families for financial wealth planning purposes; Estate planning consultation; Financial trust and estate administration services; Financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; Investment management of retirement plans, management of endowments funds and financial management of foundations, and providing financial advice regarding the foregoing services; Financial planning for retirement, business transition, education, estate planning, and charitable giving; Investment advisory services, namely, Registered Investment Advisor (RIA) services
04th Dec 2023
04th Dec 2023
No 98311339
No Service Mark
No DFP23425US
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
24th Dec 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
24th Dec 2024 | REGISTERED-PRINCIPAL REGISTER |
22nd Oct 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
22nd Oct 2024 | PUBLISHED FOR OPPOSITION |
02th Oct 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
17th Sep 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
13th Sep 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
13th Sep 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
13th Sep 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
17th Jul 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |