issued
on 18 Jun 2024
Last Applicant/ Owned by
5520 Monroe Street, Suite B
Sylvania
OH
43560
Serial Number
97567086 filed on 26th Aug 2022
Registration Number
N/A
Correspondent Address
B. Anna McCoy
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Financial services, namely, investment fund transfer and transaction services, estate settlement services; Financial asset management services, in the nature of management of investment securities; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and m Read More
Financial services, namely, investment fund transfer and transaction services, estate settlement services; Financial asset management services, in the nature of management of investment securities; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment advisory services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities and commodities investing; investment advisory services, namely, Registered Investment Advisor (RIA) services
N/A
N/A
No 97567086
No Service Mark
No DFP22413US
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
18th Jun 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
23rd Apr 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
23rd Apr 2024 | PUBLISHED FOR OPPOSITION |
03rd Apr 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
12th Mar 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
15th Feb 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
15th Feb 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
15th Feb 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
15th Nov 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
15th Nov 2023 | NON-FINAL ACTION E-MAILED |