to examiner
on 22 May 2024
Last Applicant/ Owned by
2440 Research Boulevard
Rockville
MD
20850
Serial Number
90168935 filed on 09th Sep 2020
Registration Number
N/A
Correspondent Address
Richard D. Harris GREENBERG TRAURIG, LLP
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Providing a website featuring technology which provides users with the ability to enter, access, and synthesize information and generate customized reports regarding wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing an interactive website Read More
Providing a website featuring technology which provides users with the ability to enter, access, and synthesize information and generate customized reports regarding wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing an interactive website featuring technology that allows users to access and synthesize information and generate reports for use in providing investment advice, financial advisory and retirement planning services; providing computer technology consulting in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning
11th 000101
11th 000101
Business education and training services, namely, providing conferences, seminars, online interactive training sessions, non-downloadable webinars, and online non-downloadable videos in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; interactive online training services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing training for financial advisors in the fields of business management, business operations, sales and marketing; providing online, non-downloadable videos featuring educational and training content in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning
11th 000101
11th 000101
Financial consulting and advisory services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing information and analysis in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities trading, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; financial planning and investment advisory services; financial advisory and consultancy service
01st Apr 2021
01st Apr 2021
Business marketing and business consulting services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; marketing advisory services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; consulting services in the field of practice management for financial advisors; providing business planning and marketing solutions for financial advisors; providing a website featuring marketing information in the form of marketing materials in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning via a website
11th 000101
11th 000101
No 90168935
No Service Mark
No 195831-01020
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 22nd May 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| 17th May 2024 | TEAS STATEMENT OF USE RECEIVED |
| 17th May 2024 | USE AMENDMENT FILED |
| 15th Nov 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 14th Nov 2023 | SOU EXTENSION 5 GRANTED |
| 14th Nov 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 08th Nov 2023 | SOU EXTENSION 5 FILED |
| 08th Nov 2023 | SOU TEAS EXTENSION RECEIVED |
| 03rd May 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 01st May 2023 | SOU EXTENSION 4 GRANTED |
