final action
on 14 Mar 2024
Last Applicant/ Owned by
200 Biscayne Blvd Way
Miami
FL
33131
Serial Number
98067676 filed on 30th Jun 2023
Registration Number
N/A
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; 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 andRead More
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; 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
29th Jun 2023
29th Jun 2023
No 98067676
No Service Mark
No DFP23411US
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 14th Mar 2024 | ASSIGNED TO EXAMINER |
| 14th Mar 2024 | NON-FINAL ACTION WRITTEN |
| 14th Mar 2024 | NON-FINAL ACTION E-MAILED |
| 14th Mar 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 02th Aug 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 04th Jul 2023 | NEW APPLICATION ENTERED |
