Trademark: 88831230
Word
WEALTH MANAGEMENT BUILT FOR YOU
Status Date
Monday, August 2, 2021
Filing Date
Thursday, March 12, 2020
Abandoned Date
Thursday, July 1, 2021
36 College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning and investment advisory services; 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 portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial trust operations; all afore-mentioned services excluding banking services and excluding services to members of organized labor and labor unions
Aug 2, 2021
Abandonment Notice Mailed - Incomplete Response
Aug 2, 2021
Abandonment - Incomplete Response
Jul 2, 2021
Teas/Email Correspondence Entered
Jun 30, 2021
Correspondence Received In Law Office
Jun 30, 2021
Teas Request For Reconsideration Received
Dec 30, 2020
Notification Of Final Refusal Emailed
Dec 30, 2020
Final Refusal E-Mailed
Dec 30, 2020
Final Refusal Written
Dec 9, 2020
Teas/Email Correspondence Entered
Dec 8, 2020
Correspondence Received In Law Office
Dec 8, 2020
Teas Response To Office Action Received
Jun 8, 2020
Notification Of Non-Final Action E-Mailed
Jun 8, 2020
Non-Final Action E-Mailed
Jun 8, 2020
Non-Final Action Written
Jun 4, 2020
Assigned To Examiner
Mar 18, 2020
New Application Office Supplied Data Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
