REGISTERED AND RENEWED
on 19 Aug 2024
Last Applicant/ Owned by
9820 WILLOW CREEK ROAD, SUITE 105
SAN DIEGO
CA
92131
Serial Number
85721834 filed on 06th Sep 2012
Registration Number
4548365 registered on 10th Jun 2014
Correspondent Address
Thomas F. Bergert
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
YOUR VALUES. YOUR VISION. YOUR GOALS.
Personal lifestyle consulting and advisory services Business transition planning; tax planning Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and adviso Read More
Classification Information
Class [045]
Personal & Legal & Social Services
Personal lifestyle consulting and advisory services
First Use Date in General
07th Apr 2014
First Use Date in Commerce
07th Apr 2014
Class [036]
Insurance & Financial Services
Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families
First Use Date in General
07th Apr 2014
First Use Date in Commerce
07th Apr 2014
Class [035]
Advertising, Business & Retail Services
Business transition planning; tax planning
First Use Date in General
07th Apr 2014
First Use Date in Commerce
07th Apr 2014
Mark Details
Serial Number
No 85721834
Mark Type
No Service Mark
Attorney Docket Number
No 038039.0406
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 |
|---|---|
| 19th Aug 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 19th Aug 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 19th Aug 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 17th Aug 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 31st May 2024 | TEAS SECTION 8 & 9 RECEIVED |
| 12th Jul 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 10th Jun 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 28th Aug 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 28th Aug 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 28th Aug 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |