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PERSONAL FINANCIAL ENGINEERING
Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 27 Oct 2023

Last Applicant/ Owned by

650 Edison Way

Carmel

IN

46032

Serial Number

98243022 filed on 27th Oct 2023

Registration Number

N/A

Correspondent Address

Joel E. Tragesser

Quarles & Brady LLP

135 N. Pennsylvania St., Suite 2400

Indianapolis,IN 46204

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

PERSONAL FINANCIAL ENGINEERING

Financial planning; Financial planning consultation; Insurance consulting in the field of disability income, life, and long-term-care insurance; Investment advice; Real estate lending services; Advice relating to investments; Consultancy services relating to insurance; Estate trust planning; Financial retirement plan consulting services; Financial planning for retirement; Investment consultation iRead More

Classification Information


Class [036]
Insurance & Financial Services


Financial planning; Financial planning consultation; Insurance consulting in the field of disability income, life, and long-term-care insurance; Investment advice; Real estate lending services; Advice relating to investments; Consultancy services relating to insurance; Estate trust planning; Financial retirement plan consulting services; Financial planning for retirement; Investment consultation in the fields of bonds, brokerage accounts, common stocks, educational IRAs, financial outcomes, government securities, Roth IRAs, retirement income, SEP IRAs, Simple IRAs, traditional IRAs, treasury bills, treasury notes, and variable annuities; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments

Mark Details


Serial Number

No 98243022

Mark Type

No Service Mark

Attorney Docket Number

No 181693.00002

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
14th Jan 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
27th Oct 2023NEW APPLICATION ENTERED