accepted and acknowledged
on 18 May 2021
Last Applicant/ Owned by
130 Matthews Station Street
Matthews
NC
28105
Serial Number
85707892 filed on 20th Aug 2012
Registration Number
4675753 registered on 20th Jan 2015
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Tax and taxation planning, advice, information and consultancy services; outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services Financial and investment services, namely, wealth management services, financial portfolio management, investment advice, investment management, investment consultation and investment of funds for others, operation, administra Read More
Financial and investment services, namely, wealth management services, financial portfolio management, investment advice, investment management, investment consultation and investment of funds for others, operation, administration and management of investment funds, hedge funds, and commodity pools, savings programs for college education, trading of securities for others; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate planning, and estate trust planning; family office services, namely, financial planning and investment advisory services tailored to wealthy families
19th Sep 2014
19th Sep 2014
Tax and taxation planning, advice, information and consultancy services; outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services
19th Sep 2014
19th Sep 2014
No 85707892
No Service Mark
No 9678-6
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
20th Jan 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
18th May 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
18th May 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
20th Apr 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
31st Dec 2020 | TEAS SECTION 8 & 15 RECEIVED |
20th Jan 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
20th Jan 2015 | REGISTERED-PRINCIPAL REGISTER |
17th Dec 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
16th Dec 2014 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
10th Dec 2014 | ASSIGNED TO EXAMINER |