on 05 Sep 2023
Last Applicant/ Owned by
11215 N. Community House Road, Suite 775
Charlotte
NC
28277
Serial Number
97526796 filed on 29th Jul 2022
Registration Number
7156809 registered on 05th Sep 2023
Correspondent Address
Samantha N. Skains-Menchaca
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial advice and consultancy services; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Strategic financia Read More
Financial advice and consultancy services; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Strategic financial advisory services; Financial services, namely, wealth management services
27th Mar 2022
30th Apr 2022
No 97526796
No Service Mark
No 226728401002
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
10th Jun 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
10th Jun 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
10th Jun 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
10th Jun 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
05th Sep 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
05th Sep 2023 | REGISTERED-PRINCIPAL REGISTER |
20th Jun 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
20th Jun 2023 | PUBLISHED FOR OPPOSITION |
31st May 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
16th May 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |