record initialized not assigned to examiner
on 20 Mar 2024
Last Applicant/ Owned by
2081 Columbiana Road
Vestavia Hills
AL
35216
Serial Number
98459679 filed on 20th Mar 2024
Registration Number
N/A
Correspondent Address
B. Anna McCoy
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Color is not claimed as a feature of the mark. 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 faRead More
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
12th Jan 2024
12th Jan 2024
No 98459679
No Service Mark
No DFP24408US
No
No
No
No
No
No
No
No
The mark consists of a triangle divided into four sections.
| Status Date | Action Taken |
|---|---|
| 20th Mar 2024 | NEW APPLICATION ENTERED |
