Trademark: 87762745
Word
FAMILY WEALTH CURATION
Status Date
Tuesday, July 17, 2018
Registration Number
5521488
Registration Date
Tuesday, July 17, 2018
Filing Date
Friday, January 19, 2018
36 Financial portfolio management; Management of portfolios comprising securities; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, generational wealth transfer and preservation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Estate planning; Estate trust management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment in the field of insurance and retirement; Financial planning consultation; 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 services, namely, estate settlement services
Jul 17, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Nov 16, 2021
Teas Change Of Correspondence Received
Nov 16, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Nov 16, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jul 17, 2018
Registered-Supplemental Register
Jun 12, 2018
Law Office Publication Review Completed
Jun 8, 2018
Assigned To Lie
May 29, 2018
Approved For Registration Supplemental Register
May 29, 2018
Examiner's Amendment Entered
May 29, 2018
Notification Of Examiners Amendment E-Mailed
May 29, 2018
Examiners Amendment E-Mailed
May 29, 2018
Examiners Amendment -Written
May 4, 2018
Teas/Email Correspondence Entered
May 4, 2018
Correspondence Received In Law Office
May 4, 2018
Teas Response To Office Action Received
May 3, 2018
Notification Of Non-Final Action E-Mailed
May 3, 2018
Non-Final Action E-Mailed
May 3, 2018
Non-Final Action Written
Apr 30, 2018
Assigned To Examiner
Feb 1, 2018
New Application Office Supplied Data Entered
Jan 23, 2018
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
