on 18 Apr 2023
Last Applicant/ Owned by
1000 Chesterbrook Boulevard, Suite 135
Berwyn
PA
19312
Serial Number
90328053 filed on 18th Nov 2020
Registration Number
7031582 registered on 18th Apr 2023
Correspondent Address
Christopher D. Olszyk, Jr.
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial trust planning; outsourced service provider of trust management services; advisory services in the field of estate planning, trust planning and wealth transfer planning; financial planning for wealth transfer; outsourced service provider in the field of estate plan administration Software as a service (SAAS) services featuring software for use in the planning, creation, development, andRead More
Financial trust planning; outsourced service provider of trust management services; advisory services in the field of estate planning, trust planning and wealth transfer planning; financial planning for wealth transfer; outsourced service provider in the field of estate plan administration
31st Mar 2021
31st Mar 2021
Software as a service (SAAS) services featuring software for use in the planning, creation, development, and management of estate planning investment trusts; Software as a service (SAAS) services featuring software for use in estate planning, trust planning and wealth transfer planning, namely, operating an exchange for the outsourcing of trust management and administration services; Platform as a service (PAAS) featuring computer software platforms for use in estate planning, trust planning and wealth transfer planning, namely, operating an exchange for the outsourcing of trust management and administration services
31st Mar 2021
31st Mar 2021
No 90328053
No Service Mark
No 194435.00009
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 18th Apr 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 18th Apr 2023 | REGISTERED-PRINCIPAL REGISTER |
| 17th Mar 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 16th Mar 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 25th Feb 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| 23rd Feb 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 01st Feb 2023 | USE AMENDMENT FILED |
| 01st Feb 2023 | TEAS STATEMENT OF USE RECEIVED |
| 02th Aug 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 31st Jul 2022 | TEAS EXTENSION RECEIVED |
