section 8
on 16 Feb 2024
Last Applicant/ Owned by
SUITE 4700
CHICAGO
IL
60606
Serial Number
87066102 filed on 09th Jun 2016
Registration Number
5254080 registered on 01st Aug 2017
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement financial planning, liquidity planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing aRead More
Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement financial planning, liquidity planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families, multigenerational financial planning, coordination of financial advisors, private financial planning services, trust services, namely, investment and trust company services; and estate planning services
01st Dec 2015
01st Dec 2015
No 87066102
No Service Mark
No 51190
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
16th Feb 2024 | CANCELLED SEC. 8 (6-YR) |
20th Feb 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
20th Feb 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
20th Feb 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
20th Feb 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
20th Feb 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
15th Feb 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
01st Aug 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
01st Aug 2017 | REGISTERED-PRINCIPAL REGISTER |
16th May 2017 | PUBLISHED FOR OPPOSITION |