on 09 May 2023
Last Applicant/ Owned by
3500 Colonnade Pkwy Suite 150
Birmingham
AL
35243
Serial Number
88137911 filed on 02th Oct 2018
Registration Number
7049169 registered on 09th May 2023
Correspondent Address
William B. Stewart
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Provision of services to the clients of investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, tax planning; support services, namely, providing business optimization support for others via identifying workflow and business process efficiencies, identifying business growth opportunities and identifying business operations and staffing optimization models;Read More
Providing an internet website portal for clients that features technology to facilitate and illustrate financial and life planning processes to clients
09th Mar 2023
09th Mar 2023
Provision of services to the clients of investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, tax planning; support services, namely, providing business optimization support for others via identifying workflow and business process efficiencies, identifying business growth opportunities and identifying business operations and staffing optimization models; business transition support for others via analyzing business data to determine the financial support needed for firms or advisors to transition from one broker dealer or registered investment advisor to another; asset management for others via creating asset allocation models to aid in business efficiency, performance, diversification and risk reduction; business consulting; business development services, namely, strategic partner development; business succession planning
23rd Feb 2022
23rd Feb 2022
Provision of services to the clients of investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, educational services, namely, the provision of life coaching and instruction to the clients of IARs and RIA firms concerning such topics as life choices, stewardship, purpose giving, family planning and support, foundation formation, promise keeping and legacy
23rd Feb 2022
23rd Feb 2022
No 88137911
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 09th May 2023 | REGISTERED-PRINCIPAL REGISTER |
| 09th May 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 01st Apr 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 31st Mar 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 13th Mar 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| 09th Mar 2023 | TEAS STATEMENT OF USE RECEIVED |
| 09th Mar 2023 | USE AMENDMENT FILED |
| 09th Sep 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 08th Sep 2022 | SOU EXTENSION 5 GRANTED |
| 06th Sep 2022 | SOU EXTENSION 5 FILED |
