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UNMATCHED CLIENT EXPERIENCES
Live/Registered
REGISTERED

on 27 Jun 2023

Last Applicant/ Owned by

910 E. ST. LOUIS STREET, SUITE 400

SPRINGFIELD

MO

65806

Serial Number

97411837 filed on 16th May 2022

Registration Number

7095116 registered on 27th Jun 2023

in the Principal Register

Correspondent Address

Amy Brozenic

Amy Brozenic

2345 Grand Boulevard, Suite 2200

Kansas City, MO 64108-2618

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

UNMATCHED CLIENT EXPERIENCES

Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of financial planning, investment planning, financial portfolio monitoring and management, insurance, estate planning, retirement financial planning, personal financial planning, financial asset management, enterprise financial risk management, financial risk management, deb Read More

Classification Information


Class [035]
Advertising, Business & Retail Services


Business consultation services in the fields of tax compliance, tax planning, tax preparation, tax provision work, accounting, tax outsourcing, and corporate finance; Business management; business management consultancy services; business advisory services, consultancy and information; assistance, advisory services and consultancy with regard to business planning and business analysis; Business organization and operation consultancy; business administration; bookkeeping services; accounting services; payroll administration and management services; providing office administration and support staff services; account and business auditing services; tax preparation; tax compliance advisory and consultation services; providing certified public accounting services and consulting services in the fields of audit, tax, and accounting outsourcing; tax planning; tax advisory; tax provision preparation, advising, and consulting related to state, local, federal and foreign income tax items, tax return preparation and coordination, namely, management, research, consulting, and filing; government management consulting services, namely, information in the field of government affairs; services rendered on assistance and advice on organization and management of businesses or trading functions of commercial or industrial companies, namely, business management and business organization advisory services; economic forecasting and analysis, namely, conducting economic research and analysis for others regarding the attainment of benefits, business interruption and loss determinations; consulting services related to the employment, hiring, recruiting, staffing and career networking services of management and professional employees; professional business consulting services featuring employment hiring, recruiting, staffing and career networking services for management and professional employees; analyses and appraisals of enterprises; business appraisal consultation; business acquisition and merger consultation; Accounting services for mergers and acquisitions; Negotiating, structuring and concluding business transactions for others, namely, negotiating, structuring and concluding commercial transactions for third parties and commercial contracts for third parties; Business consulting services in the field of information assurance; Business management consulting with relation to strategy, financing, marketing, and sale of companies; Business strategic planning services; Business succession planning; Management consulting and advisory services in the areas of corporate growth strategy; business risk management; business consulting for family owned businesses; Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of enterprise risk management, namely, business risk management; Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of internal business and financial auditing


First Use Date in General

01st Jun 2022

First Use Date in Commerce

01st Jun 2022

Class [036]
Insurance & Financial Services


Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of financial planning, investment planning, financial portfolio monitoring and management, insurance, estate planning, retirement financial planning, personal financial planning, financial asset management, enterprise financial risk management, financial risk management, debt management, budget planning, educational savings programs, loans, corporate finance and investment advisory services; financial management services for families and individuals; investment advisory services; providing investment advisory and corporate finance information by means of a global computer network; financial loan consultation; financial risk management, namely, identifying, assessing, and reporting on the financial risks relating to information technology investments and information technology financial management practices; financial consulting for family owned businesses; Investment banking services; Financial consulting and advising in the field of mergers and acquisitions; Financial due diligence; Financial services, namely, business valuation; Financial services, namely, debt and equity restructuring and recapitalization; Strategic corporate financial advisory services


First Use Date in General

01st Jun 2022

First Use Date in Commerce

01st Jun 2022

Mark Details


Serial Number

No 97411837

Mark Type

No Service Mark

Attorney Docket Number

No 729863

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
27th Jun 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
27th Jun 2023REGISTERED-PRINCIPAL REGISTER
23rd May 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
22nd May 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
24th Apr 2023STATEMENT OF USE PROCESSING COMPLETE
19th Apr 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
31st Mar 2023TEAS STATEMENT OF USE RECEIVED
31st Mar 2023USE AMENDMENT FILED
07th Mar 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
10th Jan 2023PUBLISHED FOR OPPOSITION