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INDEPENDENT FAMILY OFFICE
Live/Registered
REGISTERED

on 28 Mar 2023

Last Applicant/ Owned by

677 Broadway, 7th Floor

Albany

NY

12207

Serial Number

90240345 filed on 07th Oct 2020

Registration Number

7008793 registered on 28th Mar 2023

in the Principal Register

Correspondent Address

Alana M. Fuierer

HESLIN ROTHENBERG FARLEY & MESITI P.C.

5 COLUMBIA CIRCLE

ALBANY, NY, 12203

Filing Basis

1. use application currently

Disclaimer

FAMILY OFFICE

INDEPENDENT FAMILY OFFICE

Financial services, namely, wealth management services for high net worth families; Financial planning and advisory services, namely, income tax planning services, investment planning services, estate planning services, income tax planning services, financial reporting and compliance services, negotiation services, and charitable planning services in the nature of developing and managing charitablRead More

Classification Information


Class [036]
Insurance & Financial Services


Financial services, namely, wealth management services for high net worth families; Financial planning and advisory services, namely, income tax planning services, investment planning services, estate planning services, income tax planning services, financial reporting and compliance services, negotiation services, and charitable planning services in the nature of developing and managing charitable giving programs on behalf of wealthy families; Financial consulting


First Use Date in General

06th Jan 2005

First Use Date in Commerce

06th Jan 2005

Mark Details


Serial Number

No 90240345

Mark Type

No Service Mark

Attorney Docket Number

No 5937.001

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
28th Mar 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
28th Mar 2023REGISTERED-PRINCIPAL REGISTER
10th Jan 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
10th Jan 2023PUBLISHED FOR OPPOSITION
21st Dec 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06th Dec 2022APPROVED FOR PUB - PRINCIPAL REGISTER
06th Dec 2022EXAMINER'S AMENDMENT ENTERED
06th Dec 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
06th Dec 2022EXAMINERS AMENDMENT E-MAILED
06th Dec 2022EXAMINERS AMENDMENT -WRITTEN