record initialized not assigned to examiner
on 12 Dec 2023
Last Applicant/ Owned by
Suite 710
Boston
MA
02109
Serial Number
98311339 filed on 12th Dec 2023
Registration Number
N/A
Correspondent Address
B. Anna McCoy
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
04th Dec 2023
04th Dec 2023
No 98311339
No Service Mark
No DFP23425US
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 16th Mar 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 12th Dec 2023 | NEW APPLICATION ENTERED |
