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WEALTH MANAGEMENT NOTEBOOK
Live/Pending
NON-FINAL ACTION - MAILED

final action

on 21 Aug 2024

Last Applicant/ Owned by

100 Western Boulevard, 2nd floor

Glastonbury

CT

06033

Serial Number

98368661 filed on 22nd Jan 2024

Registration Number

N/A

Correspondent Address

Michael K. Kinney

Michael K. Kinney DILWORTH IP, LLC

NEW HAVEN, CT 06513

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

WEALTH MANAGEMENT NOTEBOOK

Providing temporary use of non-downloadable software for financial planning and investment advisory services Financial planning and investment advisory services

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Providing temporary use of non-downloadable software for financial planning and investment advisory services


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [036]
Insurance & Financial Services


Financial planning and investment advisory services


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98368661

Mark Type

No Service Mark

Attorney Docket Number

No 1615 - T0004

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 DateAction Taken
21st Aug 2024NON-FINAL ACTION E-MAILED
21st Aug 2024NON-FINAL ACTION WRITTEN
21st Aug 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
17th Aug 2024ASSIGNED TO EXAMINER
17th Jun 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
17th Jun 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
17th Jun 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
17th Jun 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
21st May 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
22nd Jan 2024NEW APPLICATION ENTERED