on 22 Oct 2024
Last Applicant/ Owned by
401 E Sonterra Blvd, Suite 375
San Antonio
TX
78258
Serial Number
98253841 filed on 03rd Nov 2023
Registration Number
7541790 registered on 22nd Oct 2024
Correspondent Address
San Antonio, TX 78258
United States
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Advice on finance during retirement; Estate planning; Estate trust planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, providing strategies for wealth accumulation and management, investments, tax strategies, retirement solutions, and financial planning; Financial affairs and monetary affairs, namely, financial information, management and ana Read More
Advice on finance during retirement; Estate planning; Estate trust planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, providing strategies for wealth accumulation and management, investments, tax strategies, retirement solutions, and financial planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Investment consultancy; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services; Financial investment brokerage services; Financial risk management; Financial advice relating to tax; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
01st Jul 2013
01st Sep 2023
No 98253841
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
22nd Oct 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
22nd Oct 2024 | REGISTERED-PRINCIPAL REGISTER |
17th Sep 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
17th Sep 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
17th Sep 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
06th Aug 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
06th Aug 2024 | PUBLISHED FOR OPPOSITION |
17th Jul 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
27th Jun 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
26th Jun 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |