on 14 Jul 2020
Last Applicant/ Owned by
218 South Main Street
Plymouth
MI
48170
Serial Number
88707687 filed on 26th Nov 2019
Registration Number
6099936 registered on 14th Jul 2020
Correspondent Address
JOHN F. BUCKERT
Filing Basis
1. use application currently
Disclaimer
"FIDUCIARY"
Fiduciary investment portfolio management, namely, fee-only financial planning for retirement, estate planning, and tax planning for individuals and businesses; investment management services, namely, fiduciary financial management of participant-directed investment plans; investment portfolio management, namely, comprehensive fee-only fiduciary wealth management services for individuals and businRead More
Fiduciary investment portfolio management, namely, fee-only financial planning for retirement, estate planning, and tax planning for individuals and businesses; investment management services, namely, fiduciary financial management of participant-directed investment plans; investment portfolio management, namely, comprehensive fee-only fiduciary wealth management services for individuals and businesses, all delivered as a Registered Investment Advisor (RIA); fiduciary services, namely, fee-only Registered Investment Advisory (RIA) services in the nature of financial data analysis, and investment portfolio design and rebalancing of investment portfolios
25th Oct 2019
25th Oct 2019
No 88707687
No Service Mark
No AMD0003TUS
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 14th Jul 2020 | REGISTERED-PRINCIPAL REGISTER |
| 28th Apr 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 28th Apr 2020 | PUBLISHED FOR OPPOSITION |
| 08th Apr 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 23rd Mar 2020 | ASSIGNED TO LIE |
| 18th Mar 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 18th Mar 2020 | EXAMINER'S AMENDMENT ENTERED |
| 18th Mar 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 18th Mar 2020 | EXAMINERS AMENDMENT E-MAILED |
| 18th Mar 2020 | EXAMINERS AMENDMENT -WRITTEN |
