record initialized not assigned to examiner
on 23 Jan 2024
Last Applicant/ Owned by
Suite 501
Coral Gables
FL
33134
Serial Number
98370887 filed on 23rd Jan 2024
Registration Number
N/A
Correspondent Address
Nancy J. Flint, Esq.
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial advisory and consultancy services; Financial consultancy; Financial planning; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Financial services, namely, wealth management services; Financial administration of retirement plans; Investment advice; Investment advisRead More
Financial advisory and consultancy services; Financial consultancy; Financial planning; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Financial services, namely, wealth management services; Financial administration of retirement plans; Investment advice; Investment advisory services; Investment consultancy; Investment management; Individual retirement account services; Providing information in the field of wealth management; Strategic financial advisory services
28th Mar 2023
28th Mar 2023
No 98370887
No Service Mark
No 795-002
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 23rd Jan 2024 | NEW APPLICATION ENTERED |
