NON-FINAL ACTION - MAILED
final action
on 07 Dec 2024
Last Applicant/ Owned by
Suite 600
Chevy Chase
MD
20815
Serial Number
98551639 filed on 15th May 2024
Registration Number
N/A
Correspondent Address
B. Anna McCoy
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
YOU. FIRST. ALWAYS.
Financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial Read More
Classification Information
Class [036]
Insurance & Financial Services
Financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; trust and estate financial administration services; risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
First Use Date in General
18th Oct 2023
First Use Date in Commerce
18th Oct 2023
Mark Details
Serial Number
No 98551639
Mark Type
No Service Mark
Attorney Docket Number
No DFP24416US
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 |
|---|---|
| 07th Dec 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 07th Dec 2024 | NON-FINAL ACTION E-MAILED |
| 07th Dec 2024 | NON-FINAL ACTION WRITTEN |
| 29th Nov 2024 | ASSIGNED TO EXAMINER |
| 17th Nov 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 15th May 2024 | NEW APPLICATION ENTERED |