WEALTH MANAGEMENT BUILT FOR YOU

Dead / Abandoned — Abandoned — incomplete response (as of 02 Aug 2021)

What this means for you

This application is over — abandoned 01 Jul 2021. 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
88831230
Mark type
Stylized text
Filed
12 Mar 2020
Abandoned
01 Jul 2021
Attorney of record
Gregory Scott Smith

Goods and services

  • Class 036 — Insurance and financial services: College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning and investment advisory services; 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 portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; 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, estate settlement services; Financial trust operations; all afore-mentioned services excluding banking services and excluding services to members of organized labor and labor unions

Owner

Prosecution history

  • 02 Aug 2021 — ABANDONMENT NOTICE MAILED - INCOMPLETE RESPONSE
  • 02 Aug 2021 — ABANDONMENT - INCOMPLETE RESPONSE
  • 02 Jul 2021 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 30 Jun 2021 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 30 Jun 2021 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 30 Dec 2020 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 30 Dec 2020 — FINAL REFUSAL E-MAILED
  • 30 Dec 2020 — FINAL REFUSAL WRITTEN
  • 09 Dec 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 08 Dec 2020 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 08 Dec 2020 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 08 Jun 2020 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 08 Jun 2020 — NON-FINAL ACTION E-MAILED
  • 08 Jun 2020 — NON-FINAL ACTION WRITTEN
  • 04 Jun 2020 — ASSIGNED TO EXAMINER

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