on 28 Mar 2023
Last Applicant/ Owned by
4300 Six Forks Road
Raleigh
NC
27609
Serial Number
90857560 filed on 30th Jul 2021
Registration Number
7013676 registered on 28th Mar 2023
Correspondent Address
Angela P. Doughty
WARD AND SMITH, P.A.
POST OFFICE BOX 33009
751 CORPORATE CENTER DRIVE, SUITE 300
RALEIGH, NC 27636-3009
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
GOAL VIEW Financial planning and investment advisory services; financial services, namely, wealth management services; financial services, namely, mutual funds and capital investment Providing on-line, non-downloadable software for the creation, marketing and presentation of financial plans; Providing on-line, non-downloadable software for consumers to access, modify, and collaborate on personalRead More
Financial planning and investment advisory services; financial services, namely, wealth management services; financial services, namely, mutual funds and capital investment
28th Feb 2019
28th Feb 2019
Providing on-line, non-downloadable software for the creation, marketing and presentation of financial plans; Providing on-line, non-downloadable software for consumers to access, modify, and collaborate on personalized financial plans by financial advisors; Software as a service (SaaS) services featuring software for use by financial advisers and consumers in the field of wealth management
28th Feb 2019
28th Feb 2019
No 90857560
No Service Mark
No 730098-15238
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 28th Mar 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 28th Mar 2023 | REGISTERED-PRINCIPAL REGISTER |
| 23rd Feb 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 22nd Feb 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 21st Feb 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| 21st Feb 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 27th Jan 2023 | USE AMENDMENT FILED |
| 27th Jan 2023 | TEAS STATEMENT OF USE RECEIVED |
| 29th Jul 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 27th Jul 2022 | SOU EXTENSION 1 GRANTED |
