record initialized not assigned to examiner
on 02 Nov 2023
Last Applicant/ Owned by
1440 Grove St
San Francisco
CA
94117
Serial Number
98251168 filed on 01st Nov 2023
Registration Number
N/A
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Software as a service (SAAS) services featuring software for use in estate planning; Software as a service (SAAS) services featuring software for use in trust formation and trust management; Software as a service (SAAS) services featuring software for use in allowing users to form, operate and manage irrevocable trusts Brokerage of shares or stocks and other securities; Estate trust management; ERead More
Software as a service (SAAS) services featuring software for use in estate planning; Software as a service (SAAS) services featuring software for use in trust formation and trust management; Software as a service (SAAS) services featuring software for use in allowing users to form, operate and manage irrevocable trusts
Brokerage of shares or stocks and other securities; Estate trust management; Estate trust planning; Financial advice relating to tax; Financial and 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; Investment advice; Providing financial information and financial advice via a website; Stock brokerage services; Trust services, namely, investment and trust company services; Trustee services
No 98251168
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 19th Jan 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 02th Nov 2023 | NEW APPLICATION ENTERED |
