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MATRIARCH WEALTH MANAGEMENT
Live/Pending
PUBLICATION/ISSUE REVIEW COMPLETE

on 06 Jun 2024

Last Applicant/ Owned by

200 Biscayne Blvd Way

Miami

FL

33131

Serial Number

98067676 filed on 30th Jun 2023

Registration Number

N/A

Correspondent Address

B. Anna McCoy MCCOY RUSSELL LLP

1410 NW JOHNSON ST.

SUITE 201

PORTLAND, OR 97209

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

MATRIARCH WEALTH MANAGEMENT

"WEALTH MANAGEMENT" Cash flow management being accounting services; Business risk management consultation Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocatio Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation being investment management, cash management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial trust and estate administration services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services


First Use Date in General

29th Jun 2023

First Use Date in Commerce

29th Jun 2023

Class [035]
Advertising, Business & Retail Services


Cash flow management being accounting services; Business risk management consultation


First Use Date in General

11th 000101

First Use Date in Commerce

11th 000101

Mark Details


Serial Number

No 98067676

Mark Type

No Service Mark

Attorney Docket Number

No DFP23411US

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


Status DateAction Taken
05th Jun 2024APPROVED FOR PUB - PRINCIPAL REGISTER
04th Jun 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
04th Jun 2024TEAS/EMAIL CORRESPONDENCE ENTERED
04th Jun 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
14th Mar 2024NON-FINAL ACTION E-MAILED
14th Mar 2024NON-FINAL ACTION WRITTEN
14th Mar 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
14th Mar 2024ASSIGNED TO EXAMINER
02th Aug 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04th Jul 2023NEW APPLICATION ENTERED