on 17 Dec 2024
Last Applicant/ Owned by
10602 Timberwood Circle, Suite 13
Louisville
KY
40223
Serial Number
98402160 filed on 12th Feb 2024
Registration Number
7609220 registered on 17th Dec 2024
Correspondent Address
Eric Lamb
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Advice relating to investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial inv Read More
Advice relating to investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment consultation; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment management; Investment of funds for others; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate funds investment services; Securities trading and investing services for others via the internet.
06th Feb 2014
06th Feb 2014
No 98402160
No Service Mark
No 0782427
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
17th Dec 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
17th Dec 2024 | REGISTERED-PRINCIPAL REGISTER |
15th Oct 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
15th Oct 2024 | PUBLISHED FOR OPPOSITION |
25th Sep 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
10th Sep 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
10th Sep 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
09th Sep 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
09th Sep 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
05th Sep 2024 | ASSIGNED TO EXAMINER |