NON-FINAL ACTION - MAILED
final action
on 10 Oct 2024
Last Applicant/ Owned by
1101 St. Gregory Street, Suite 225
CIncinnati
OH
45202
Serial Number
98472611 filed on 28th Mar 2024
Registration Number
N/A
Correspondent Address
April L. Besl
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
WEALTH ACTIVATION
Software as a service (SAAS) services featuring software for family office services, namely, software for financial modeling and coordination of services with financial planning providers in the field of strategic financial advisory services Family office services, namely, business advisory and consultancy services related to family planning; Family office services, namely, business facilitation Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Software as a service (SAAS) services featuring software for family office services, namely, software for financial modeling and coordination of services with financial planning providers in the field of strategic financial advisory services
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [036]
Insurance & Financial Services
Family office services, namely, financial modeling services and coordination with financial planning providers in the nature of strategic financial advisory services
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [035]
Advertising, Business & Retail Services
Family office services, namely, business advisory and consultancy services related to family planning; Family office services, namely, business facilitation and administration of family offices, strategic business planning, and coordination with financial planning providers in the nature of business organization consultancy; Family office services, namely, business planning in the nature of creating, implementing, and executing family legacy strategic business plans using a family office service-style platform
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98472611
Mark Type
No Service Mark
Attorney Docket Number
No 34501
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
| Status Date | Action Taken |
|---|---|
| 10th Oct 2024 | NON-FINAL ACTION WRITTEN |
| 10th Oct 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 10th Oct 2024 | NON-FINAL ACTION E-MAILED |
| 08th Oct 2024 | ASSIGNED TO EXAMINER |
| 02th Apr 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 28th Mar 2024 | NEW APPLICATION ENTERED |