on 15 Jun 2021
Last Applicant/ Owned by
495 Grand Boulevard, Suite 206
Miramar Beach
FL
32550
Serial Number
88853949 filed on 31st Mar 2020
Registration Number
6390563 registered on 15th Jun 2021
Correspondent Address
Troy G. Woollen
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Strategic financial advisory services; Financial portfolio analysis services; Financial analysis and research services; Financial information and advisory services; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial planning for retirement;Read More
Business tax planning and consultation services; Business succession planning and consultation services; Business consulting services in the field of philanthropic strategies; Business management consulting in the field of wealth management; Business organization and management consulting; Tax and taxation planning, advice, information and consultancy services; Providing a website featuring information in the field of business consulting; Providing a website featuring information about taxation planning
24th Jun 2020
24th Jun 2020
Strategic financial advisory services; Financial portfolio analysis services; Financial analysis and research services; Financial information and advisory services; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial planning for retirement; Investment consultation; Investment advice; Investment advisory services; Investment management; Financial planning services, namely, developing and managing charitable giving programs on behalf of individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Family office services, namely, financial planning, financial advisory services, investment management, financial analysis of financial data aggregation and financial investment reporting to multiple households within a larger family relationship or enterprise; Providing a website featuring information in the field of financial planning
24th Jun 2020
24th Jun 2020
No 88853949
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 15th Jun 2021 | REGISTERED-PRINCIPAL REGISTER |
| 14th May 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 13th May 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 08th Apr 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| 05th Apr 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 20th Mar 2021 | TEAS STATEMENT OF USE RECEIVED |
| 20th Mar 2021 | USE AMENDMENT FILED |
| 22nd Sep 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 28th Jul 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 28th Jul 2020 | PUBLISHED FOR OPPOSITION |
