record initialized not assigned to examiner
on 30 Nov 2023
Last Applicant/ Owned by
4445 Willard Ave
Chevy Chase
MD
20815
Serial Number
98285769 filed on 27th Nov 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
18th Oct 2023
18th Oct 2023
No 98285769
No Service Mark
No DFP23428US
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
17th Jan 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
30th Nov 2023 | NEW APPLICATION ENTERED |