express
on 06 Feb 2018
Last Applicant/ Owned by
6345 Woodside Court, Suite 100
Columbia
MD
21046
Serial Number
87653744 filed on 20th Oct 2017
Registration Number
N/A
Correspondent Address
JOHN D. MASON
Filing Basis
1. use application currently
Disclaimer
NO DATA
ON POINT Financial administration of post-retirement cash flow management, namely, by maximizing post-retirement cash flow by optimizing the use of principal, capital gains, dividends, and interest, to meet client retirement spending goals; Financial management in the field of investment portfolios, namely, managing sequence risk by utilizing proprietary tactical asset allocation strategies; FinaRead More
Financial administration of post-retirement cash flow management, namely, by maximizing post-retirement cash flow by optimizing the use of principal, capital gains, dividends, and interest, to meet client retirement spending goals; Financial management in the field of investment portfolios, namely, managing sequence risk by utilizing proprietary tactical asset allocation strategies; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, improving portfolio tax efficiency by using a proprietary formula that ranks holding period, yield, tax efficiency factors, expected return, and volatility; Financial retirement plan consulting services
17th Jul 2017
07th Sep 2017
No 87653744
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 06th Feb 2018 | ABANDONMENT - EXPRESS MAILED |
| 06th Feb 2018 | ABANDONMENT NOTICE MAILED - EXPRESS ABANDONMENT |
| 05th Feb 2018 | TEAS EXPRESS ABANDONMENT RECEIVED |
| 01st Feb 2018 | NON-FINAL ACTION E-MAILED |
| 01st Feb 2018 | NON-FINAL ACTION WRITTEN |
| 01st Feb 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 30th Jan 2018 | ASSIGNED TO EXAMINER |
| 30th Oct 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 24th Oct 2017 | NEW APPLICATION ENTERED IN TRAM |
