final action
on 25 Nov 2024
Last Applicant/ Owned by
9820 Willow Creek Road, Suite 105
San Diego
CA
92131
Serial Number
98077464 filed on 10th Jul 2023
Registration Number
N/A
Correspondent Address
Thomas F. Bergert
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Family business succession planning; business transition planning; tax planning Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, fin Read More
Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment brokerage, and financial advisory services tailored to wealthy families
19th Jun 2023
19th Jun 2023
Family business succession planning; business transition planning; tax planning
19th Jun 2023
19th Jun 2023
No 98077464
No Service Mark
No 091914.0003
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
25th Nov 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
24th Nov 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
24th Nov 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
31st Aug 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
31st Aug 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
05th Jun 2024 | NON-FINAL ACTION E-MAILED |
05th Jun 2024 | NON-FINAL ACTION WRITTEN |
05th Jun 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
22nd Apr 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
22nd Apr 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |