on 07 Nov 2023
Last Applicant/ Owned by
1245 Court St.
Clearwater
FL
33756
Serial Number
88599321 filed on 30th Aug 2019
Registration Number
7213474 registered on 07th Nov 2023
Correspondent Address
Mark D. Hansing
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Platform as a service (PAAS) featuring computer software platforms for coordination, for individual clients within a single account, of an investment and asset portfolio's maintenance, rebalancing, legal, and tax management needs; platform as a service (PAAS) featuring computer software platforms using artificial intelligence for coordination, for individual clients within a single account, of an Read More
Platform as a service (PAAS) featuring computer software platforms for coordination, for individual clients within a single account, of an investment and asset portfolio's maintenance, rebalancing, legal, and tax management needs; platform as a service (PAAS) featuring computer software platforms using artificial intelligence for coordination, for individual clients within a single account, of an investment portfolio's maintenance, rebalancing, legal, and tax management needs; software as a service (SAAS) services, namely, hosting software for use by others for coordination, for individual clients within a single account, of an investment portfolio's maintenance, rebalancing, legal, and tax management needs; software as a service (SAAS) services, namely, hosting software using artificial intelligence for use by others for coordination, for individual clients within a single account, of an investment portfolio's maintenance, rebalancing, legal, and tax management needs; advanced product research in the field of artificial intelligence; providing a website featuring on-line, non-downloadable software that enables users to access educational guides in the field of finances, asset protection, trusts and estates, investment, taxes, and legal issues for individuals
15th Aug 2023
15th Aug 2023
Education services, namely, providing instruction in the field of finances, asset protection, trusts and estates, investment, taxes, and legal issues for individuals
15th Aug 2023
15th Aug 2023
Financial services, namely, wealth management services; financial analysis; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial trust planning; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial risk management; financial affairs and monetary affairs, namely, financial information, management and analysis services; providing a web site featuring personal and business financial information and financial advice; providing financial information in the field of finances, asset protection, trusts and estates, investment, and taxes for individuals
15th Aug 2023
15th Aug 2023
Tax and taxation planning, advice, information and consultancy services
15th Aug 2023
15th Aug 2023
No 88599321
No Service Mark
No T58916US00
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 07th Nov 2023 | REGISTERED-PRINCIPAL REGISTER |
| 07th Nov 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 03rd Oct 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 02th Oct 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 29th Sep 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| 28th Sep 2023 | TEAS STATEMENT OF USE RECEIVED |
| 28th Sep 2023 | USE AMENDMENT FILED |
| 06th Apr 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 05th Apr 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 05th Apr 2023 | SOU EXTENSION 5 GRANTED |
