assigned to examiner
on 07 May 2024
Last Applicant/ Owned by
5700 W. 112th Street, Suite 500
Overland Park
KS
66211
Serial Number
98176722 filed on 12th Sep 2023
Registration Number
N/A
Correspondent Address
MICHAEL A. WILLIAMSON POLSINELLI PC
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; Providing temporary use of online, non-downloadable software for financial goal setting and tracking, budgeting, moneRead More
Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; Providing temporary use of online, non-downloadable software for financial goal setting and tracking, budgeting, money management, recording and tracking financial transactions; Providing temporary use of online, non-downloadable software for providing education content in the field of financial wellness
22nd Feb 2023
22nd Feb 2023
Financial consulting and advisory services; Investment consulting, management and advisory services; Financial services, namely, wealth management services; Personal financial planning, financial asset management, and investment advisory services; Financial planning and management; Financial investment and retirement plan services and consulting
22nd Feb 2023
22nd Feb 2023
Business consulting and advisory services; Business support services, namely, business consulting to financial advisors and independent investment advisors
11th 000101
11th 000101
No 98176722
No Service Mark
No 053178MARINE
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 07th May 2024 | ASSIGNED TO EXAMINER |
| 02th Oct 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 15th Sep 2023 | NEW APPLICATION ENTERED |
