final action
on 10 Apr 2024
Last Applicant/ Owned by
9820 Willow Creek Road, Suite 105
San Diego
CA
92131
Serial Number
98077587 filed on 10th Jul 2023
Registration Number
N/A
Correspondent Address
Thomas F. Bergert
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
PORTFOLIO LEGACY
PORTFOLIO LEGACY Family succession business planning; business transition planning; tax planning Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office serRead More
Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment brokerage, and financial advisory services tailored to wealthy families
Family succession business planning; business transition planning; tax planning
No 98077587
No Service Mark
No 091914.0005
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 10th Apr 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 10th Apr 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 10th Apr 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 27th Mar 2024 | NON-FINAL ACTION WRITTEN |
| 27th Mar 2024 | NON-FINAL ACTION E-MAILED |
| 27th Mar 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 19th Mar 2024 | ASSIGNED TO EXAMINER |
| 08th Aug 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 13th Jul 2023 | NEW APPLICATION ENTERED |
