FAMILY WEALTH CURATION

Dead / Cancelled — Cancelled — Section 8 (as of 04 Feb 2025)

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
87762745
Registration number
5521488
Mark type
Stylized text
Filed
19 Jan 2018
Registered
17 Jul 2018
Attorney of record
RICHARD L MORRIS JR ESQ

Goods and services

  • Class 036 — Insurance and financial services: Financial portfolio management; Management of portfolios comprising securities; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, generational wealth transfer and preservation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Estate planning; Estate trust management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment in the field of insurance and retirement; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, estate settlement services

Owner

Prosecution history

  • 04 Feb 2025 — CANCELLED SEC. 8 (6-YR)
  • 17 Jul 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 16 Nov 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 16 Nov 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 16 Nov 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 17 Jul 2018 — REGISTERED-SUPPLEMENTAL REGISTER
  • 12 Jun 2018 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 08 Jun 2018 — ASSIGNED TO LIE
  • 29 May 2018 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 29 May 2018 — EXAMINER'S AMENDMENT ENTERED
  • 29 May 2018 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 29 May 2018 — EXAMINERS AMENDMENT E-MAILED
  • 29 May 2018 — EXAMINERS AMENDMENT -WRITTEN
  • 04 May 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 04 May 2018 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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