granted
on 15 Feb 2024
Last Applicant/ Owned by
751 Broad Street
Newark
NJ
07102
Serial Number
97549271 filed on 15th Aug 2022
Registration Number
N/A
Correspondent Address
Dolly von Hollen
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Preparation of reports relating to personal financial investment accounts and marketing services within customer life stage planning Financial services, namely, providing investment advisory and financial asset management services; financial services, namely, providing retirement services in the nature of financial planning for retirement, financial administration of retirement plans, financial rRead More
Financial services, namely, providing investment advisory and financial asset management services; financial services, namely, providing retirement services in the nature of financial planning for retirement, financial administration of retirement plans, financial retirement plan consulting services, advice on finance during retirement; providing individually managed investment account services; providing financial investment valuations, information, analysis, research and recommendations; providing automated and customized personal financial, investment management, and investment advisory services, namely, management of securities portfolios by providing personal financial investment accounts and monitoring financial and investment account transactions and account balances; financial retirement plan consulting and financial administration of retirement plans; investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; insurance and financial services, namely, insurance underwriting, distribution, administration, and agency services in the fields of individual life insurance, group life insurance, accident and health insurance, and annuities; insurance and financial services, namely, distribution, brokerage, and administration of annuities; financial planning services; all of the foregoing may also be provided via digital platforms, applications and tools
Preparation of reports relating to personal financial investment accounts and marketing services within customer life stage planning
No 97549271
No Service Mark
No USA001693
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 16th Feb 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 15th Feb 2024 | SOU TEAS EXTENSION RECEIVED |
| 15th Feb 2024 | SOU EXTENSION 1 FILED |
| 15th Feb 2024 | SOU EXTENSION 1 GRANTED |
| 15th Aug 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 20th Jun 2023 | PUBLISHED FOR OPPOSITION |
| 20th Jun 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 31st May 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 11th May 2023 | EXAMINERS AMENDMENT -WRITTEN |
| 11th May 2023 | EXAMINERS AMENDMENT E-MAILED |
