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THOUGHTFUL. INSIGHTFUL. COMMITTED.
Live/Registered
REGISTERED

on 02 Jan 2024

Last Applicant/ Owned by

11711 N. Meridian St., Suite 600

Carmel

IN

46032

Serial Number

97533094 filed on 03rd Aug 2022

Registration Number

7257819 registered on 02th Jan 2024

in the Principal Register

Correspondent Address

Jonathan Froemel

Jonathan Froemel

1 North Wacker Drive

Suite 4400

Chicago, IL 60606

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

THOUGHTFUL. INSIGHTFUL. COMMITTED.

Registered investment advisory services; Family office services, namely, financial planning and advisory services; financial modeling; providing information in the field of personal finance; all of the aforementioned offered exclusively to high net worth clients

Classification Information


Class [036]
Insurance & Financial Services


Registered investment advisory services; Family office services, namely, financial planning and advisory services; financial modeling; providing information in the field of personal finance; all of the aforementioned offered exclusively to high net worth clients


First Use Date in General

20th Nov 2018

First Use Date in Commerce

20th Nov 2018

Mark Details


Serial Number

No 97533094

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
02th Jan 2024REGISTERED-PRINCIPAL REGISTER
02th Jan 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
17th Oct 2023PUBLISHED FOR OPPOSITION
17th Oct 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
27th Sep 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
14th Sep 2023EXAMINERS AMENDMENT -WRITTEN
14th Sep 2023EXAMINERS AMENDMENT E-MAILED
14th Sep 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
14th Sep 2023APPROVED FOR PUB - PRINCIPAL REGISTER
24th Aug 2023TEAS/EMAIL CORRESPONDENCE ENTERED