on 23 Aug 2022
Last Applicant/ Owned by
5707 Southwest Parkway
Austin
TX
78735
Serial Number
88533689 filed on 24th Jul 2019
Registration Number
6828087 registered on 23rd Aug 2022
Correspondent Address
Richard D. Harris
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"WEALTH PARTNERS"
Providing computer technology information and computer technology consulting in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning * ; none of the foregoing relating to providing start-up or expansion capital, loans or private equity to Read More
Providing computer technology information and computer technology consulting in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning * ; none of the foregoing relating to providing start-up or expansion capital, loans or private equity to any restaurants or to franchised businesses, franchisees or franchisors that provide restaurant or hospitality services or food or beverages *
20th Aug 2019
20th Aug 2019
Business education and training services, namely, providing conferences, seminars, and online non-downloadable videos in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing training for financial advisors in the fields of business management, business operations, sales and marketing; providing online, non-downloadable videos featuring educational and training content in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning * ; none of the foregoing relating to providing start-up or expansion capital, loans or private equity to any restaurants or to franchised businesses, franchisees or franchisors that provide restaurant or hospitality services or food or beverages *
20th Aug 2019
20th Aug 2019
Financial consulting and advisory services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; financial retirement plan consulting and administration services; providing information and advice in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information and analysis in the fields of wealth management, insurance brokerage, financial investments, managed financial accounts, mutual funds, financial securities, financial annuities, hedge funds, financial options, retirement plans, investment advice, and financial planning; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; financial analysis and research services * ; none of the foregoing relating to providing start-up or expansion capital, loans or private equity to any restaurants or to franchised businesses, franchisees or franchisors that provide restaurant or hospitality services or food or beverages *
20th Aug 2019
20th Aug 2019
Business marketing and business consulting services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; marketing advisory services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; consulting services in the field of practice management for financial advisors; providing business planning and marketing solutions for financial advisors * ; none of the foregoing relating to providing start-up or expansion capital, loans or private equity to any restaurants or to franchised businesses, franchisees or franchisors that provide restaurant or hospitality services or food or beverages *
20th Aug 2019
20th Aug 2019
No 88533689
No Service Mark
No 170274.01660
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 10th Apr 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 14th Mar 2023 | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED |
| 09th Feb 2023 | AMENDMENT UNDER SECTION 7 - PROCESSED |
| 31st Jan 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 02th Sep 2022 | TEAS SECTION 7 REQUEST RECEIVED |
| 23rd Aug 2022 | REGISTERED-PRINCIPAL REGISTER |
| 23rd Aug 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 20th Jul 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 19th Jul 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 11th Jul 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
