on 18 Jul 2023
Last Applicant/ Owned by
1 Main St.
Evansville
US
IN
47708
Serial Number
97381816 filed on 26th Apr 2022
Registration Number
7116906 registered on 18th Jul 2023
Correspondent Address
Caitlin R. Byczko
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
business succession planning; executive business succession planning private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory investment services and wealth management consultation and advisory services; inRead More
private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory investment services and wealth management consultation and advisory services; investment management in the fields of stocks, ETs, mutual funds, bonds, and retirement; financial services, namely, wealth management services featuring a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, wealth management services in the nature of wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; trust services, namely, financial trust management and trust company services, namely, estate trust management; financial trust planning, namely, trust investment distribution and wealth distribution planning; fiduciary services, namely, fiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, investment management services for charitable foundations, endowments and charitable trusts; financial institutional services for businesses and nonprofits, namely, investment and asset management, corporate trust company services, philanthropy consultation related to fundraising and endowments, and financial administration of employee-sponsored retirement plans
31st Jul 2022
31st Jul 2022
business succession planning; executive business succession planning
31st Jul 2022
31st Jul 2022
No 97381816
No Service Mark
No 30428-356779
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 18th Jul 2023 | REGISTERE-PRINCIPAL REGISTER |
| 18th Jul 2023 | NOTICE O REGISTRATION CONIRMATION EMAILE |
| 14th Jun 2023 | NOTICE O ACCEPTANCE O STATEMENT O USE E-MAILE |
| 13th Jun 2023 | ALLOWE PRINCIPAL REGISTER - SOU ACCEPTE |
| 06th Jun 2023 | STATEMENT O USE PROCESSING COMPLETE |
| 31st May 2023 | CASE ASSIGNE TO INTENT TO USE PARALEGAL |
| 08th May 2023 | TEAS STATEMENT O USE RECEIVE |
| 08th May 2023 | USE AMENMENT ILE |
| 25th Apr 2023 | NOA E-MAILE - SOU REQUIRE ROM APPLICANT |
| 28th Feb 2023 | PUBLISHE OR OPPOSITION |
