failure to respond or late response
on 04 Jun 2020
Last Applicant/ Owned by
3545 Whitehall Park Drive, Suite 400
Charlotte
NC
28273
Serial Number
88521743 filed on 18th Jul 2019
Registration Number
N/A
Correspondent Address
FRANK L. POLITANO
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or exiRead More
Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or existing IRA by providing counseling, completing necessary forms and other required paperwork, manually or electronically, contacting plan sponsors or plan providers and managing the transfer via telephone, mail or the internet; financial services, namely, financial retirement plan consulting services and investment fund transfer and transaction services; financial administration of individual retirement accounts; financial retirement plan consulting services, namely, assisting employers and individuals with the movement or consolidation of their retirement accounts between one or more employer sponsored plans or one or more individual plan retirement accounts; financial administration of retirement plans
No 88521743
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 04th Jun 2020 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| 04th Jun 2020 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| 07th Oct 2019 | NON-FINAL ACTION E-MAILED |
| 07th Oct 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 07th Oct 2019 | ASSIGNED TO EXAMINER |
| 07th Oct 2019 | NON-FINAL ACTION WRITTEN |
| 25th Jul 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 22nd Jul 2019 | NEW APPLICATION ENTERED IN TRAM |
