FIDUCIARY FRAMEWORK
Dead / Cancelled — Cancelled — Section 8 (as of 11 Oct 2024)
What this means for you
This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 87201870
- Registration number
- 5434994
- Mark type
- Stylized text
- Filed
- 13 Oct 2016
- Registered
- 27 Mar 2018
- Attorney of record
- Sean P. McConnell
Goods and services
- Class 042 — Scientific and technological services: Providing online investment tools, namely, the temporary use of online non-downloadable software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting; providing online website customization tools, namely, the temporary use of online non-downloadable software for use by investment advisors in the field of financial management; providing a website that gives investment advisors the ability to create web pages featuring user-defined profiles in the field of financial information
- Class 045 — Legal and security services: Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; regulatory compliance consulting in the field of investment planning and wealth management
Owner
- eMoney Advisor, LLC, Radnor, PA, US
- eMoney Advisor, LLC, Radnor, PA, US
Prosecution history
- 11 Oct 2024 — CANCELLED SEC. 8 (6-YR)
- 27 Mar 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 27 Mar 2018 — REGISTERED-SUPPLEMENTAL REGISTER
- 20 Feb 2018 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 13 Feb 2018 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 13 Feb 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 13 Feb 2018 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 11 Feb 2018 — ASSIGNED TO LIE
- 02 Feb 2018 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 23 Oct 2017 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 23 Oct 2017 — NON-FINAL ACTION E-MAILED
- 23 Oct 2017 — NON-FINAL ACTION WRITTEN
- 04 Aug 2017 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 04 Aug 2017 — NON-FINAL ACTION E-MAILED
- 04 Aug 2017 — NON-FINAL ACTION WRITTEN