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LL FLAT FEE CIO CONCIERGE WEALTH MANAGEMENT
Live/Registered
REGISTERED

on 17 Mar 2020

Last Applicant/ Owned by

1021 Red Banks Road, Suite C

Greenville

NC

27858

Serial Number

88569484 filed on 07th Aug 2019

Registration Number

6012703 registered on 17th Mar 2020

in the Principal Register

Correspondent Address

William Lyle Gravatt

Michael Best & Friedrich LLP

790 N Water Street, Suite 2500

Milwaukee WI 53202

Filing Basis

1. use application currently

Disclaimer

"FLAT FEE CIO" AND "CONCIERGE WEALTH MANAGEMENT"

LL FLAT FEE CIO CONCIERGE WEALTH MANAGEMENT

The mark consists of a drawing of a quadrilateral formed from two "L" shapes to the left of the all caps phrases "FLAT FEE CIO" and "CONCIERGE WEALTH MANAGEMENT", with "FLAT FEE CIO" being displayed above and larger than "CONCIERGE WEALTH MANAGEMENT". Fiduciary services, namely, fiduciary representative services; Financial affairs and monetary affairs, namely, financial information, management anRead More

Classification Information


Class [036]
Insurance & Financial Services


Fiduciary services, namely, fiduciary representative services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Information, advisory, consultancy and research services relating to finance and investments; Investment advisory services; Investment management


First Use Date in General

01st Jan 2019

First Use Date in Commerce

01st Jan 2019

Mark Details


Serial Number

No 88569484

Mark Type

No Service Mark

Attorney Docket Number

No 220896-5001

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.09.03 -

Incomplete squares

26.09.08 -

Letters, numerals or punctuation forming the perimeter of a square, bordering the perimeter of a square or forming a square

26.09.21 -

Squares that are completely or partially shaded

26.13.03 -

Incomplete quadrilaterals and quadrilaterals made of broken or dotted lines

26.13.09 -

Quadrilaterals made of geometric figures, objects, humans, plants or animals

26.13.21 -

Quadrilaterals that are completely or partially shaded

Description of Design Search

The mark consists of a drawing of a quadrilateral formed from two "L" shapes to the left of the all caps phrases "FLAT FEE CIO" and "CONCIERGE WEALTH MANAGEMENT", with "FLAT FEE CIO" being displayed above and larger than "CONCIERGE WEALTH MANAGEMENT".

Legal History


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Status DateAction Taken
07th Feb 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07th Feb 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
07th Feb 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07th Jan 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
07th Jan 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07th Jan 2022TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
07th Jan 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
17th Mar 2020REGISTERED-PRINCIPAL REGISTER
31st Dec 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
31st Dec 2019PUBLISHED FOR OPPOSITION