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TRIAGE WEALTH PLANNING SYSTEM
Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 27 Oct 2023

Last Applicant/ Owned by

745 48th Avenue North

St. Petersburg

US

FL

33703

Serial Number

98237145 filed on 24th Oct 2023

Registration Number

N/A

Correspondent Address

MINDI M. RICHTER

SHUMAKER, LOOP & KENDRICK, LLP

101 E. KENNEDY BLVD., SUITE 2800

TAMPA, FL 33602

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

TRIAGE WEALTH PLANNING SYSTEM

providing temporary use of non-downloadable software for financial assessment and planning; software as a service (SAAS) services for financial assessment and planning; platform as a service (PAAS) featuring computer software platforms for financial assessment and planning; providing online platforms for financial assessment and planning tax advisory services; tax consulting services financial pRead More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


providing temporary use of non-downloadable software for financial assessment and planning; software as a service (SAAS) services for financial assessment and planning; platform as a service (PAAS) featuring computer software platforms for financial assessment and planning; providing online platforms for financial assessment and planning

Class [036]
Insurance & Financial Services


financial planning; financial planning consultation; financial planning for retirement; financial asset management; investment consultation and advice; investment management

Class [035]
Advertising, Business & Retail Services


tax advisory services; tax consulting services

Class [009]
Computer & Software Products & Electrical & Scientific Products


downloadable software for financial assessment and planning

Mark Details


Serial Number

No 98237145

Mark Type

No Service Mark

Attorney Docket Number

No

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
30th Oct 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
27th Oct 2023NEW APPLICATION ENTERED