on 13 Aug 2019
Last Applicant/ Owned by
3003 Tamiami Trail North, Suite 410
Naples
FL
34103
Serial Number
88262261 filed on 15th Jan 2019
Registration Number
5833170 registered on 13th Aug 2019
Correspondent Address
JEANNE L. SEEWALD
Filing Basis
1. use application currently
Disclaimer
"FAMILY OFFICE"
Financial services, namely, wealth management services; financial planning advisory services and investment advisory services; fiduciary services, namely, fiduciary representative services; financial trust planning and administration; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; financial services, namely, wealth Read More
Financial records management; tax and taxation planning, advice, information and consultancy services; business succession planning; business acquisition and merger consultation; developing and managing the charitable giving programs of others on behalf of wealthy individuals and families; administration, billing and reconciliation of accounts on behalf of others
10th Dec 2018
10th Dec 2018
Financial services, namely, wealth management services; financial planning advisory services and investment advisory services; fiduciary services, namely, fiduciary representative services; financial trust planning and administration; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; financial services, namely, wealth management services for high net worth individuals and families; information, advisory, consultancy and research services relating to finance and investments; financial asset management; financial advice; financial analysis; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial consulting; financial management; financial planning; financial portfolio management; investment advisory services; investment management; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities and other securities, and the investment of funds of others
10th Dec 2018
10th Dec 2018
No 88262261
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 13th Aug 2019 | REGISTERED-PRINCIPAL REGISTER |
| 28th May 2019 | PUBLISHED FOR OPPOSITION |
| 28th May 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 08th May 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 14th Apr 2019 | ASSIGNED TO LIE |
| 29th Mar 2019 | EXAMINER'S AMENDMENT ENTERED |
| 29th Mar 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 29th Mar 2019 | EXAMINERS AMENDMENT E-MAILED |
| 29th Mar 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 29th Mar 2019 | EXAMINERS AMENDMENT -WRITTEN |
